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Show Notes:

Post on X from SubuTrade on 10.11.25 - https://x.com/subutrade/status/1977072437092401521?

Blog Post from Ryan Detrick on 10/1/2025 - https://www.carsongroup.com/insights/blog/a-quarter-for-the-history-books-now-what-2/

Post on X from Michael Nauss, CMT on 9/13/25 - https://x.com/MichaelNaussCMT/status/1966286121782096094

General Earnings Expectations

Source: Research from FactSet on 10/14/25

https://x.com/FactSet/status/1978222809215045765

https://insight.factset.com/sp-500-will-likely-report-earnings-growth-above-13-for-q3

Earnings Expectations by Sector

Source: Briefing.com Research on 10/10/25

https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Small Cap Earnings Growth

Source: BofA Research, X Post from Mike Zaccardi on 10/4,

https://x.com/MikeZaccardi/status/1974458481399710141