Can't Hide From Earnings Season

The 1973 Arab Oil Embargo removed 7% of the world's oil supply. It gave us gas lines, 11% inflation, and interest rates that eventually hit 20%. It defined a decade.

The Strait of Hormuz closure is removing 20%.

And yet — Wall Street's earnings estimates for 2026 have not moved one inch since the war began. The S&P is down 3.6%.

That gap is about to close. Q1 earnings season starts in three weeks. That's when CFOs stop speculating and start putting real numbers on a world that changed February 28.

Airlines that modeled $88/barrel oil. Trucking companies eating a 36% diesel spike. Retailers watching consumer confidence collapse as gas prices jump 69 cents in two weeks.

The market is betting on a swift resolution. Maybe it's right. But hope isn't a forecast — and earnings season doesn't care about hope.

Read more here: https://insightwealthgroup.com/the-weekly-insight-cant-hide-from-earnings-season/