John, does this ruling does it change anything in your outlook. Not at all. If if anything, when you get get an announcement like this, you've gotta consider that you you've got players on both sides of the trading floors essentially making decisions related to changing positions, repositioning, adding the positions.This this this will this has to be baked in and then considered what will actually happen. And as as you all mentioned, it will take a while for this to take effect, and then the response is lik ...

If you aren't yet familiar with the term "K-shaped economy," it will become inescapable in 2026, according to a new report from Bank of America. A K-shaped economy is a situation in which, following a downturn, the economy recovers in an unequal manner. Specifically, higher-income employees and industries thrive due to rising asset prices, while lower-income employees and industries are burdened with inflation, debt, and weak growth. The K-shaped economy is the latest financial buzzword for a reason: Mu ...

Earnings season is wrapping up for the S&P 500. And it's telling investors where the biggest profits are being made. ...

Group 1 - The bullish trend in stocks is primarily driven by strong corporate profits, which are the foundation for rising stock values [1][3][5] - Future earnings projections for 2025 indicate nearly $300 per share, representing a 14% increase, with a price-to-earnings multiple of 22.8 [4] - The current steady 10-year Treasury yield at around 4% provides a reasonable discount rate for capitalizing corporate profits into future value [4] Group 2 - A strong stock market boosts confidence in profitable businesses, suggesting a robust economy in the coming years, with GDP growth in the second and third quarters potentially nearing 4% [7] - Tax cuts for businesses, as implemented by the current administration, are expected to enhance profits, positively impacting stock performance and overall economic health [8]

Group 1 - Businesses are currently generating strong profits, which is a key driver behind their rising valuations [1][3] - The outlook for future earnings is positive, with projected earnings for 2025 expected to reach nearly $300 per share, representing a 14% increase [3] - The steady 10-year treasury rate at around 4% serves as a reasonable discount rate for capitalizing corporate profits into future value [4] Group 2 - Profits are essential for a strong economy; businesses losing money would lead to layoffs, reduced income, and decreased consumer spending [5] - The booming stock market is boosting confidence in profitable businesses, predicting a strong economy for the upcoming years, with GDP growth estimates around 4% for the second and third quarters [6] - Tax cuts for businesses, as implemented by the current administration, are expected to enhance profits, benefiting both stocks and the overall economy [7]

It is time for money power politics and tonight tariffs are putting the squeeze on businesses and consumers alike. Much like his first term, US farmers are taking a big hit in Trump's tariff war thanks to soaring fertilizer prices eating away their profits. US shoppers are also facing an a wave of order cancellations as the countries around the world are cancelling Americanbound shipments.Do you know why. Tariffs. These are just a few of the many warning signs that the economic road ahead could be bumpy.But ...