A bit of running to stand still today as markets saw decent gains in the morning and lost them all in the afternoon, only to close basically flat. It was earnings optimism that provided the initial boost with Intuit (+12.6%), Lowes’s (+2%), TJX (+1.8%) and Workday (+6.2%) all outperforming the high standards on The Street. It was Trump’s cabinet meeting that caused the about face in the afternoon as tariff plans eroded confidence. Interestingly, with tariffs at least, the talk has outweighed th…
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