Fertilizer crisis + tariffs + debt = 4-5% CPI. 401(k)s built for 2%. Rethink bonds, add commodities, gold.
RELL jumps 14% on earnings; TSLA dips 3% amid geopolitical fears; CHRW up 2.9%
CHRW's 28.5x P/E, DGX's 18.7x P/E, and RES's 31.8x P/E raise valuation concerns despite cash flow.
Growth stocks slip 7% YTD as value stocks trade at 30-50% discount. Valuations are high, favoring value.
PLTR drops 15% on AI fears, but Trump's praise offers a potential boost. Valuation concerns linger.
MANH's 4.1% billings growth & 56.3% gross margin raise flags. LOPE's 7.2% EPS growth lags. RNST's revenue up, EPS down.
Chip stocks hit record highs, up 2% on the index. Software stocks are getting crushed. Investors are knocking!
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