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7-14-25 Relative Returns or Absolute - What's More Important
Earnings Season has commenced with lowered expectations, meaning higher "beat" rates for companies, thanks to the lowered bar. Market react mildly to Mexican & Canadian 30% Tariffs; a warning for this week's CPI Report: The past four reports have been lower than expected, so a much higher number may be printed this time around. A three-month preview of market probabilities shows 50-50 chance of continued bullish activity; BUT, markets are over bought, and the odds are even for a correction of as much as 5% back to the 6,000 level. Lance shares his family's weekend exploits with Tex Mex food…
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