Fundamentals Don’t Lie: Negative Revisions Hit Decade Highs
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Earnings always win in the end
While headlines may swing markets day to day, it’s earnings that ultimately anchor stock prices. Fundamentals matter — and right now, the picture isn’t pretty. Companies are cutting guidance, analysts are slashing estimates, and the revision trend is decisively downward. For all the talk of soft landings and liquidity, the market may soon be forced to reckon with what really drives valuations: profits. After all the noise, all the macro talk, and all the Fed watching, we’re right back where we started: picking earnings winners the old-fashioned way. Let's have a look at the recent earnings data.
