04/30/2026
Earnings season provides something markets do not always have. Clarity.
While headlines continue to focus on inflation, energy prices, and geopolitical uncertainty, the underlying data is telling a more nuanced story.
S&P 500 net profit margins are currently at or near record levels, suggesting that businesses continue to operate from a position of strength despite the broader narrative.
In the latest edition of The Long & Short of It, Dane Krich from Odyssey Investments examines what earnings season is revealing about the current environment and why it is important to distinguish between perception and reality.
Read more here: https://shorturl.at/ASCb7