Kyle Hagee

Get your hands on the oat milk that has it all.

Yeah, and you mentioned a lot of the companies. The one that you didn't mention was 3M, who also said that tariffs are going to be a headwind this year, which may raise the price of Post-it notes. So they're coming for our Post-it notes as well. And there's also this demand challenge on the other side, because there's volatility in the stock market.

Yeah, and you mentioned a lot of the companies. The one that you didn't mention was 3M, who also said that tariffs are going to be a headwind this year, which may raise the price of Post-it notes. So they're coming for our Post-it notes as well. And there's also this demand challenge on the other side, because there's volatility in the stock market.

Yeah, and you mentioned a lot of the companies. The one that you didn't mention was 3M, who also said that tariffs are going to be a headwind this year, which may raise the price of Post-it notes. So they're coming for our Post-it notes as well. And there's also this demand challenge on the other side, because there's volatility in the stock market.

We have maybe tariffs increasing the cost of goods, fluctuation in interest rates. So there's a consumer spending challenge also that's affecting some of these companies. I thought the travel sector was really interesting. And United Airlines took this very unusual step where they offered dual earning forecasts. They said, if it kind of continues down this recession path,

We have maybe tariffs increasing the cost of goods, fluctuation in interest rates. So there's a consumer spending challenge also that's affecting some of these companies. I thought the travel sector was really interesting. And United Airlines took this very unusual step where they offered dual earning forecasts. They said, if it kind of continues down this recession path,

We have maybe tariffs increasing the cost of goods, fluctuation in interest rates. So there's a consumer spending challenge also that's affecting some of these companies. I thought the travel sector was really interesting. And United Airlines took this very unusual step where they offered dual earning forecasts. They said, if it kind of continues down this recession path,

here's what our earnings might be. And if things can stabilize, here's what our earnings might be, which is very rare for a company to do. The Southwest CEO, Bob Jordan, said that the drop in domestic leisure bookings are the worst he's ever seen outside of COVID, which basically brought travel to a halt. So this is affecting every industry. I thought the travel industry was an interesting one.

here's what our earnings might be. And if things can stabilize, here's what our earnings might be, which is very rare for a company to do. The Southwest CEO, Bob Jordan, said that the drop in domestic leisure bookings are the worst he's ever seen outside of COVID, which basically brought travel to a halt. So this is affecting every industry. I thought the travel industry was an interesting one.

here's what our earnings might be. And if things can stabilize, here's what our earnings might be, which is very rare for a company to do. The Southwest CEO, Bob Jordan, said that the drop in domestic leisure bookings are the worst he's ever seen outside of COVID, which basically brought travel to a halt. So this is affecting every industry. I thought the travel industry was an interesting one.

Yeah, Juan, I don't know who still uses handsets, so we got to find those people. I think that's just a fancy word for phone. And then analysts are also saying just like the uncertainty around where these policies are going in the future is causing a lot of concern. You know, TCW's Purdy said the chief executives were stuck in a kind of suspended animation.

Yeah, Juan, I don't know who still uses handsets, so we got to find those people. I think that's just a fancy word for phone. And then analysts are also saying just like the uncertainty around where these policies are going in the future is causing a lot of concern. You know, TCW's Purdy said the chief executives were stuck in a kind of suspended animation.

Yeah, Juan, I don't know who still uses handsets, so we got to find those people. I think that's just a fancy word for phone. And then analysts are also saying just like the uncertainty around where these policies are going in the future is causing a lot of concern. You know, TCW's Purdy said the chief executives were stuck in a kind of suspended animation.

Basically, like, we don't know if we're going to wake up in six months into an entirely new world order or if this is going to feel like a bad fever dream and things get to normal. Until there's a lot of certainty around policy, it's going to be continued tariff talk for these companies.

Basically, like, we don't know if we're going to wake up in six months into an entirely new world order or if this is going to feel like a bad fever dream and things get to normal. Until there's a lot of certainty around policy, it's going to be continued tariff talk for these companies.

Basically, like, we don't know if we're going to wake up in six months into an entirely new world order or if this is going to feel like a bad fever dream and things get to normal. Until there's a lot of certainty around policy, it's going to be continued tariff talk for these companies.

Yeah, I mean, uncertainty on the consumer side is never good, obviously, for the housing market. There's this general fear that a recession might be coming. I've stopped buying my Starbucks personally, so Lord knows I would pause on a house. A real estate brokerage, Redfin, did this survey that I thought was really interesting. They found that about

Yeah, I mean, uncertainty on the consumer side is never good, obviously, for the housing market. There's this general fear that a recession might be coming. I've stopped buying my Starbucks personally, so Lord knows I would pause on a house. A real estate brokerage, Redfin, did this survey that I thought was really interesting. They found that about

Yeah, I mean, uncertainty on the consumer side is never good, obviously, for the housing market. There's this general fear that a recession might be coming. I've stopped buying my Starbucks personally, so Lord knows I would pause on a house. A real estate brokerage, Redfin, did this survey that I thought was really interesting. They found that about

Twenty five percent of respondents overall were canceling plans outright to make a major purchase due to the tariffs. And nearly four in 10 respondents said the tariff policy was making them less likely. So you have people canceling plans outright and people saying I'm less likely to do it. Even before the tariff announcement, consumer confidence was fading because of these recession fears.