“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”
– Mark Twain
The Through Line: We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more than a wee bit of whiplash. We parse the themes and how they may impact longer-term investment plans.
To read the full report, click here.
Weekly Strategy Perspectives: And the Story Line is…
Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets.
