In this week’s edition, we discuss why the tariff situation with China is not going away. China has not had to give in much at all......Also, the upcoming earnings season is going to be critical. Earnings have not been the big driver that many on Wall Street are trying to say it is. Multiple expansion has been the key...and that is not sustainable.
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Podcast: The US/China Tariff Issue is Not Going Away
Earning growth is NOT the driver of this rally that most think it is.
Oct 14, 2025