Is the Stock Market Rally Justified? Where do U.S. Tariffs Go From Here?
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Is the Stock Market Rally Justified? Where do U.S. Tariffs Go From Here?
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We explore whether the current stock market rally is truly justified.
We’ll unpack key economic signals that suggest a recession is not on the horizon, and why corporate profit growth remains resilient despite the usual recession indicators.
Learn why the labor market’s strength and tech innovation are propelling productivity, echoing the growth patterns of the 1990s.
We’ll also revisit our past predictions — including the one we made during the Deep Seek news on CNBC — and explain why we doubled down on tech stocks through Q1 2025.
Plus, get a close look at today's earnings reports, including NOW, CMG, TSLA, and GOOGL, from our 12 Best Ideas Portfolio.
Tune in for a comprehensive analysis that combines market history, current economic data, and our personal strategy. Don't miss out on insights that could shape your portfolio for the coming quarters.