value has been quietly outperforming growth this month. He says the shift is real. Joining me now, Charles Bravinskoy, vice chairman of Aerial Investments.It's good to see you today, Charlie. Okay, first of all, what do you make of the investments in uh Dr. . Horton and Lenar because you know I was looking at the front page of the Wall Street Journal right before I came on.Nobody's buying homes. Nobody's switching jobs. That's the headline.Yeah, I think uh it's clearly Buffett related here. He Buffett think ...

Trade Tariffs Impact - The report indicates that President Trump stated tariffs are generating "trillions of dollars" [1] - Some economists estimate the levies could generate trillions of dollars over the next decade [1] - The report clarifies that the "trillions of dollars" figure is an estimate over a decade, not for the current year [1]

Inflation Trends - Consumer prices rose slower than expected last month [1] Trade Policy Impact - President Trump's tariffs gripped markets [1] Economic Data Release - Federal data released Tuesday [1]

Market Trends - Gold prices reached an all-time high due to market turmoil caused by Trump's "surprise" tariffs [1]

Discussing the dollar's correlation to the wider market.And just understanding what I look at while trading throughout the dayhttps://t.co/NDT5TzT8x3 <-- Live RIGHT NOW https://t.co/pRWAci1TdOEasy (@EasyEatsBodega):Live this Very SECOND!https://t.co/NDT5TzT8x3- Yesterdays market sell off- Tarrifs back!?- BIG DATA DAY, payroll / jobs data at 8:30am EST, how we gonna react!?- Is the bottom in or is the selling just starting!?All my thoughts n so much morePowered by @yeet https://t.co/biXJLYFpbS ...

Trump Tariffs Live Updates: US Sets Baseline Rate of 10%, Hikes Levy on Canada https://t.co/7EUXyrKE6r ...

August is going to be a sleepy time for Washington policy impacts on markets - except for tariffs and Federal Reserve Chairman Jerome Powell https://t.co/dwUTI2NQY9 ...

President Trump who is about to head to Pennsylvania. Let's listen as he takes some questions from the press with AI. Uh we have tremendous investments being made, literally trillions of dollars of investments being made in our country on AI, artificial intelligence.I don't know if the word artificial is a good word, but that's the word. That's what they've chosen. So, I think we're going to have a very successful trip.Uh we had a good call with the Texas congressman this morning as you probably heard and t ...

Financial Performance - Levi Strauss is raising its full year revenue and EPS expectations despite higher tariffs [1] - The company beat estimates and raised its guidance [2] - Heading into yesterday's close, the stock was already up almost 16% year to date [3] Strategic Initiatives - Levi's is prioritizing a DTC (Direct-to-Consumer) first strategy, focusing on selling on their own platforms [5] - The company is branching out into new product areas like tops and dresses [5] External Factors - Levi's strong revenue is helping it navigate the tariff impact [2] - The company is one of the first retail companies to report after President Trump announced his Liberation Day tariffs [4]

Levi raised its revenue outlook, with the maker of 501 jeans expecting sales growth to outweigh the impact of Donald Trump’s tariffs https://t.co/ZbRQJrAxry ...