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Trump tariff uncertainty still makes earnings estimates and guidance useless

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It was a week.

The Green shares entered this year, where investors chanted the melting of trade in the United States. Five senior executives this week told me that this is a truce, not an agreement, and that one of the senior executives of Fortune 500 who recently met with the Trump administration to discuss the definitions told me that the level of 30 % could be the new standard, except for a major penetration.

Follow the “Great Seven” technical stocks – Microsoft (MSFT), Amazon (Amzn), Apple (AAPL), Alphabet (Googl), Meta (Meta), Tesla (TSLA) and Nvidia (NVDA) – its renewed rise.

The profits of Bellweethers did not absorb Cisco (CSCO) and Walmart (WMT) completely (although it was not perfect).

Even we had some date on the Nasdak Stock Exchange. On his public subscription day, Yoni Assia, the founder and executive director of Etoro (ETOR), indicated that his father took a public software company on the stock exchange in 1991. They became the first father and son to take a public company on the Nasdak Stock Exchange. You will also notice that we already have the first major subscriptions on “Liberation Day”, although I hear that any other big name is looking for public markets will wait until the fall, at least.

Through all this feverish activity, you may be surprised by what my skin has already obtained.

I remember how profit estimates and corporate guidance (if the company decides to issue them) in a background in which a post on social media can detonate careful financial planning for the company. If you depend on profit estimates and corporate guidance to inform your investment decision -making process at the present time, you only need to stop them. It is a complete waste of time.

“if [CEOs] It did not escape from [guidance]”See the video above or listen below).” See the video above or listen below). “I think it’s smart to pull it.”

George told me outside the camera that, in the ten years in which the CEO of Medrtonic was missed only the estimates of profits once, in part due to the fact that he believed that the rate of prices on stocks was very high and wanted to reset the expectations more reasonably.

So the man – who also sat on Target, Exxonmobil and Goldman Sachs paintings – knows what he is talking about here.

“I just shot the wind to give you a number when I don’t know what the basic rules are,” George explained. “If you tell me what basic rules are, I will tell you what we will do. But I need to get some basic rules. I will tell you when new products come to the market; I can give you an idea of ​​how we revenue and help you know that.”


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2025-05-18 10:00:00

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