On Episode 69 of the Pickers Market, Tyler Ellegard, Keith Gangl, Kyle Bergacker, and Lisa Schreiber break down an earnings season where companies beating and raising guidance barely moved higher, while any misses were punished harshly. We also discuss why the market reacts this way, how impressive the broad strength in earnings has been despite tariffs and a weakening consumer, and finish with a look at the difference between day trading and long-term investing.