🟢 Brace for Earnings Season: The Tariff Toll Is Coming Due

🚨 Market Alert: Cash Crunches, Buffett’s Bet & a Rally With Risks

Corporate cash is drying up fast, and that could spell trouble ahead. But while Wall Street tightens its belt, Warren Buffett is quietly loading up on a dividend giant you might be overlooking.

Stocks are rising, and some say a major rally is just beginning. But don’t get too comfortable—earnings season is coming, and surprise shocks could derail the momentum.

Inside this issue:

• The corporate cash drain rattling investors

• Buffett’s dividend goldmine exposed 

• Why this rally might be real

• A critical earnings warning you can’t ignore

Stay ahead of the moves—before the market makes them for you.

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Markets Year-To-Date

Here’s What I’m Reading

• Why Corporate Cash Is Suddenly Drying Up – Warning: Falling cash reserves may spell trouble for credit markets.

• Warren Buffett’s Dividend Goldmine You’re Missing Out On – Berkshire Hathaway just poured $800M into a recession-proof stock—could this be your ticket to millionaire status?

• Why This Might Be the Start of a Record-Breaking Rally – Despite political noise, the S&P 500 is roaring back toward 6,144.

• Trump’s Fannie–Freddie Plan Could Make Hedge Funds Rich – But could your mortgage payments suffer? Inside the controversial game.

• Remember April’s Market Crash? Here's What You Need to Know Now – A tariff-triggered tumble shook markets—but a rebound is under way.

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Brace for Earnings Season: The Tariff Toll Is Coming Due

March and April hit like a freight train.

Markets dropped fast—too fast for many investors to react. But behind the selloff wasn’t just panic. It was tariffs.

The sudden announcements and shifting trade dynamics in those two months blindsided companies, especially those with tight margins or complex global supply chains.

And here’s the reality: while the market may have partially recovered on the surface, the real damage is still hiding beneath the hood.

We're just weeks away from those impacts being made public.

July 14 marks the kickoff of earnings season—and it won’t be business as usual.

Many companies had to scramble this spring. Raw materials got more expensive overnight. Suppliers had to be swapped. Some businesses even halted production just to buy time.

But so far, all of that chaos has been hidden behind PR gloss and vague statements. Earnings calls are about to change that.

When results start rolling in, we’ll finally begin to see just how much damage was done.

And I expect many companies—particularly those heavily exposed to global trade—to surprise to the downside. Don’t expect clean, confident guidance either.

Some will try to blame weather. Others will gesture vaguely at “macroeconomic uncertainty.” But if you listen closely, the story will be clear: tariffs cut deeper than anyone wanted to admit.

This is your early warning. Don’t get caught flat-footed.

The average investor tends to wait until earnings are released to adjust their portfolio. That’s too late. By the time the headlines hit, institutional money will have already moved.

Volatility starting around July 14 could be significant, and if you’re holding stocks in vulnerable sectors—think manufacturing, industrials, retail, and tech hardware—it’s time to start asking hard questions about exposure.

Because here’s the kicker: we’re not out of the woods.

The tariff situation is fluid. That’s a polite way of saying one tweet can shift the outlook for entire sectors. Steel tariffs, for example, can return or tighten without notice. For businesses, that creates a planning nightmare.

It becomes nearly impossible to lock in pricing, negotiate contracts, or give reliable forward guidance when the rules of the game can change mid-quarter.

This environment punishes complacency.

It’s not about panic—it’s about preparation. Investors who assume things will "go back to normal" are setting themselves up for a rough second half of the year.

Earnings season will give us a reality check, but the uncertainty won't disappear with one reporting cycle. In fact, it may just begin to show us the long tail effects we’ll be dealing with through year-end.

So here’s my stance: use the next few weeks to reposition (if needed). Review your holdings. Reduce risk where the math no longer works. Increase cash if necessary.

And if you’re leaning into sectors that thrive in volatile or protectionist environments, make sure you understand their underlying fundamentals, not just the story.

Earnings season will provide clarity, but it won’t offer comfort. Be ready.

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Disclosure: This content is for informational purposes only and is not a solicitation to buy or sell any security. Your situation is unique, and you must do your own research.