Tim Cook stepping down - planned transition or more like shareholder impatience?
Q1 2026 had the highest number of CEO departures in at least eight years.
Following a record-breaking level of CEO departures in 2025
"There will be some skepticism because you're trying to fill shoes of one of the best CEOs in modern day history," says @wedbush's @divestech on Apple naming John Ternus as CEO. "You don't just hand the baton to have a treadmill approach," he adds. $AAPL
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Something doesn’t add up.
Higher earnings estimates are coming from tech, energy and materials.
All other sectors? Number have been cut.
Will we “look through” the conflict in the Middle East?
Will AI be able to save the day?
💥Feels like more hope than reality….
Share of consumers saying their financial situation is worse compared to a year ago due to higher prices jumped to 54% in April vs. 47% in March … now highest on record
There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis.
As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April.
Asset owners will be the only winners in the long-run.
Lindsey Bell @justLBell joins me to explain why earnings still matter more than headlines.
We discuss AI rotation, consumer staples, logistics, inflation, and why investors need to focus on evidence—not noise!
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