Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Quality Investing with René Sellmann
Quality Investing with René Sellmann
The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?
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The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?

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Rene
Apr 18, 2025
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Quality Investing with René Sellmann
Quality Investing with René Sellmann
The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?
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The first-quarter earnings season is upon us, but investors are bracing for reports that feel like relics from a bygone era.

The numbers about to hit the tape—revenue, EPS, margins—are snapshots of a world that ceased to exist on April 2, 2025, dubbed “Liberation Day.”

A seismic policy shift from the White House has redrawn the economic map, rendering th…

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