Earnings season begins at a time when the stock market is priced for perfection

In this week's edition, we discussed the implications for the markets of the new developments on the political front (between the Administration & Fed Chair Powell), and on the geopolitical front (Venezuela, Iran, etc.)  These issues could should create a sizeable increase in volatility rather soon.  It should also help one particular stock outperform in 2026. We also discussed why the bond market stands at a critical level...and why stocks will need a VERY good earning season (given that the expectations for earnings have become so elevated).....We also touch on several other specific stocks which should outperform in the weeks ahead.