The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?
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…