It's getting early for Q2 Earnings Season, but….

Its getting early for Q2 EarningsSeason.

Three takeaways so far:
1. The notion that growth is confined to Mega Tech is silly. SPX earnings growth is at 9% with none of the big names having reported
2. Dont look now but Small Cap results are trending even more favorably than Large Cap ????????
3. The tariff impact on margins is minimal, so far, but more nuanced across/within sectors