The headlines are heating up —

The headlines are heating up — a favorable tariff ruling is in, stocks are climbing, and the S&P 500 is suddenly looking like it’s got a date with 6000. Too optimistic, or are we witnessing the start of another leg up in this seemingly unstoppable bull market?

📈 Tariff Ruling = Risk-On Rally?

The recent tariff developments — whether a rollback, reclassification, or simple delay — have given investors the clarity they’ve been craving. Fewer trade tensions? That spells good news for multinationals, tech firms, industrials, and just about everyone with a global supply chain.

Markets love predictability. And when geopolitics step back, earnings and fundamentals take center stage. That’s where the rally gains traction.

💪 Earnings, Economy, and AI Tailwinds

Tariffs may have lit the match, but it’s earnings and innovation that fuel the fire.

AI remains a dominant driver: Companies tied to AI infrastructure, chips, and software are smashing estimates.

SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

In September, the VIX may fly as we may see September Effect hit again. ------- 1. Is the market in danger with September effect approaching? 2. What's your strategy to cope with risks?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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