"This earnings season isn’t about corporate results. It’s about tariffs"
The S&P 500 and Nasdaq jumped by the most since 2008 and 2001, respectively
"A market bottom signal based on extremes in breadth has activated"
"'No recession' bears are rare, with only three recorded in the past century (the last being in 2022)."
"A spike above 45 in the $VIX has generally been a pretty good panic-clearing signal"
Today’s 4.8% decline was the worst since June 2020
