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Cameron Dawson: "Always Remember, Price Leads Data"
Danny Moses welcomes back Cameron Dawson, Chief Investment Officer at NewEdge Wealth, for a deep dive into what's really holding this market together — and where the cracks are starting to show. Cameron explains why the S&P has held its 50-day moving average through war, higher oil, and a more hawkish Fed, and why that resilience comes down almost entirely to earnings. But she digs into a more troubling story underneath the Mag 7's earnings growth: deteriorating earnings quality, accounting maneuvers (reclassified leases, extended payables, one-time investment gains from stakes in companies…
The skinny
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