“It ain’t what you don’t know that gets you into trouble.
It’s what you know for sure that just ain’t so.”
– Mark Twain

The Through Line: We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more than a wee bit of whiplash. We parse the themes and how they may impact longer-term investment plans.

Click to read: Weekly Strategy Perspectives - And the Story Line is…