The S&P 500 just hit a new all-time high, but the real story may be hiding beneath the headlines. In this video, I break down why strong earnings beats are not the same thing as strong forward guidance, why airline earnings cuts matter more than most investors realize, and why a market trading around 22x forward earnings could be dangerously exposed if cost pressures keep building.

We’ll look at valuation, forward earnings, fuel costs, tariff headwinds, and why the latest PMI data may be pointing toward a stagflation setup. This is exactly the kind of environment where Wall Street celebrates the headline while ignoring the guidance section.

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