So, our next guest says a lot of the good news is already priced into stocks, making further upside harder to come by, while high valuations meet high downside risks if earnings disappoint. Joining us now for more is Tom Bulick, CEO and managing partner at Strategy Asset Managers. Tom, uh, to what degree do we need to think about international markets as a risk versus an opportunity.I know you like Marcato Libre. We do. And thank you for having me on set today.and uh nice to be here. We we like uh the inter ...

All right, why don't we start off with this uh this new tariff announcement, the fact that there could be other announcements before August 1st. Again, it seems like a fluid deadline. What area of the emerging markets and frontier markets is the most sensitive to all this.Yeah, certainly. I think Frank, one one area that it's not in the emerging markets, but certainly Japan, they've got a big election coming up. Uh so I think I think there's going to be some uh domestic pressure on conceding to President Tr ...

A weak dollar and surging European stocks: what traders got right and wrong in 2025 https://t.co/zt5zjK60A9 ...

I mean, Brian, 50% off the April low is Nvidia. The other Mag 7 stocks aren't quite that big, but they're big. Meta 37 1.5% off the April low.Microsoft 35, Amazon Alphabet are 27 and 22, respectively. You know, Apple's been lackluster relative to a lot of other names in this group, but even that stock's up 15% from the April low. Are you poised to believe Roth Capital and say there's plenty of support that the bull trend is indeed underway.Well, I think the bull trend is underway and we we're very lucky to ...