They're Moving the Markets With Lies...
Graham Summers

Who’s telling the truth?

One of the more challenging aspects of today’s stock market is that it is being driven by headlines. And the headlines are not always correct (or honest).

Case in point, throughout the month of April China claimed it was NOT in trade negotiations with the Trump administration. They even claimed this AFTER Chinese officials were seen entering the U.S. Treasury on April 25th 2025. 

Fast forward a couple of weeks later, and suddenly China announces that it wants to meet with Trump administration officials in Switzerland to negotiate a trade deal. Within 72 hours, a deal is made.

Let’s be honest here. There is NO WAY the trade deal was reached in a single weekend; China and the U.S. were negotiating via backchannels for WEEKS before this news hit the wires. And yet, throughout that time, China lied, and the U.S. media ran with the story as if it were truth.

This is only one example of conflicting headlines makings things difficult for investors. More recently, Walmart has made headlines as its current CFO and former CEO offer completely different takes on the impact of the Trump administration’s tariffs.

During an interview with CNBC, WMT’s current CFO stated that tariffs were still “too high” and that the “magnitude of the increases is more than any retailed can absorb.” He also warned that consumers would start seeing “higher prices” to the tariffs.

 The VERY SAME DAY that WMT’s current CFO said this, its former CEO told CNBC that WMT’s business is strong enough to absorb the tariffs, noting that the company’s margins have increased the company had mid-single digit price deflation in its most recent quarter. “All the doom and gloom we hear about price increases and tariffs like we heard from my friends at Walmart today, I think it scares them some,” he stated.

So which one is it!?! Can WMT absorb the tariffs without hurting its profit margins… or can’t it?

I have no idea. But someone is wrong here. And that someone is also misleading investors. Make of that what you will.

So, what are investors to do?

Focus on companies that have little if any exposure to the trade war… at least until things clear up in the next few months.

We detail four such companies in a Special Investment Report Tariff Proof Stocks: four high growth companies unaffected by the trade war.

As I write this ALL FOUR of them just hit new all-time highs. 

Normally this report is only available to our paying clients, but in light of what’s happening in the markets today, we are making just 99 copies available to the general public.

To pick up one of the remaining copies…

CLICK HERE!

Graham Summers, MBA

Chief Market Strategist

Phoenix Capital Research

Graham Summers, MBA is Chief Market Strategist for Phoenix Capital Research, an investment research firm based in the Washington DC-metro area.

Graham’s sterling track record and history of major predictions has made him one of the most sought after investment analysts in the world. He is one of only 20 experts in the world who are on record as predicting the 2008 Crash. Since then he has accurately predicted the EU Meltdown of 2011-2012 (locking in 73 consecutive winners during this period), Gold’s rise to $2,000 per ounce (and subsequent collapse), China’s market crash and more.

His views on business and investing has been featured in RollingStone magazine, The New York Post, CNN Money, Crain’s New York Business, the National Review, Thomson Reuters, the Fox Business, and more. His commentary is regularly featured on ZeroHedge and other online investment outlets.

 

 

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