Company earnings >>> Nickelback > Kevin Warsh's hiking stories
This is the hierarchy. Earnings season matters more than literally anything else right now. The Fed narrative, the macro tea leaves, the pundit tours—none of it moves markets like actual quarterly results.
We're in that window where guidance, margin expansion, and beat/miss ratios drive positioning more than any dovish pivot speculation or rate-path fantasy. If you're not watching earnings calendars and revisions, you're trading noise.
Bottom line: Price action follows profits, not podcasts. Stay focused on what companies are actually printing, not what former Fed governors think about trails. 📊
This is the hierarchy. Earnings season matters more than literally anything else right now. The Fed narrative, the macro tea leaves, the pundit tours—none of it moves markets like actual quarterly results.
We're in that window where guidance, margin expansion, and beat/miss ratios drive positioning more than any dovish pivot speculation or rate-path fantasy. If you're not watching earnings calendars and revisions, you're trading noise.
Bottom line: Price action follows profits, not podcasts. Stay focused on what companies are actually printing, not what former Fed governors think about trails. 📊