The Earnings Overreaction Opportunity
Hey, Ross here! Analysts are scrambling to revise earnings estimates higher—and that’s a bullish sign most people are missing. The S&P 500’s EPS Revision Ratio just hit 1.26, well above average and far ahead of other global indexes. I see this as a clear signal that fears around tariffs and Trump’s impact were overblown. But there’s more to this story—and it’s creating real opportunity for smart traders. I explain everything in today’s Insight.
July 24, 2025
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