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Coming out of the heart of the latest corporate earnings season in America, we look at a number of different subjects (update on the AI trade, gold, effective versus actual tariff rate, and more), as well as revisit the set-up for the rest of 2025.

Originally published: November 17, 2025
_{General disclaimers: As always, please note that the following video is a general discussion of the markets and our discretionary models and is not meant to provide specific advice to any individual/entity/portfolio. Furthermore, certain portfolios may have unique/idiosyncratic circumstances surrounding it that render the above commentary inapplicable.}