Earnings, Tariffs, and a Shifting Market: A Deep Dive Into My Watchlist and Strategy Every earnings season tells a story, but this one feels different. Several companies in my watchlist reported recently, and the results paint a picture of an economy that is far more resilient than many commentators want to admit. Names like CAT , AAPL , and CMCSA all posted growth, while MO showed declines that were expected but still worth analyzing. Layered on top of these numbers is a broader theme I’ve believed for years: tariffs are reshaping American industry, especially steel, and the market is finally starting to reflect that reality. This post brings together my recent trades, the earnings data, and the macro themes I’m watching. It’s a snapshot of how I’m thinking about the market right now — not as a prediction, but as a disciplined process grounded in data, price action, and a long-term view of American competitiveness. Apple, Caterpillar, and Comcast: Signals From Differen...
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