The Data Most Investors Never See By Michael Salvatore, Editor, TradeSmith Daily With markets in free fall, the game of trading just got a whole lot harder. If you’re going to trade this volatility, and especially if you’re going to trade on individual companies that may or may not be insulated from tariffs… You need to have an edge. Lucky for us, we’re friends with Andy and Landon Swan, brothers and co-founders of LikeFolio. And they’ve built out a special data feed that, by and large, goes ignored… or is written off as “intangible.” This data is powerful… and can mean the difference between winning or losing big trading every earnings season – which begins anew in just a few days. Those familiar with Andy and Landon know I’m talking about consumer sentiment data. Far beyond what we see in surveys of inflation expectations and spending, the Swan brothers have a real-time feed of how much consumers love the brands of publicly traded companies. This can give you a significant edge when trading earnings, as Landon shows in the video below. From one of their very first ideas, on Deckers Outdoor (DECK), that proved they had something special… to the big wins on Robinhood (HOOD) and Netflix (NFLX) just this past quarter… I’ve never seen a take on the market quite like the Swans’ consumer sentiment gives us. Get Landon’s take on the last earnings season in our conversation below, including a smarter kind of call option trade designed to balance the risk/reward ratio in your favor:  Now with earnings season just a week away, the Swan brothers are revealing their #1 earnings surprise candidate. Not only is it a consumer-facing company that’s lighting up in LikeFolio, their proprietary system for analyzing millions of social media posts… It’s also a company that is harnessing the biggest stealth force in the economy right now: Artificial intelligence. See, the game has changed from last year when companies simply name-dropped AI, “GPT,” or AI chips to juice their stock prices higher. Now they’re actually adopting AI in their core businesses… far more than you’d think. And as a result, their sales and profit growth could far outpace what Wall Street analysts are expecting. Just like the Swans’ play on Netflix saw 112% gains in just three days – after their AI-enhanced recommendation system boosted subscriber growth. And their Duolingo (DUOL) trade delivered 84% gains in less than a week – after their AI language features drove unprecedented user engagement. The great thing about trading earnings with the Swans is that it doesn’t matter which way the market is moving – they trade on the data, with strategies that allow you to profit on bullish, bearish, and neutral stock moves alike. They’re tracking consumer data in real time to sort the companies that are truly exposed to long-term tariff damage… and which are simply falling victim to near-term headline-driven volatility. The bar is low. Expectations are reset. And that creates room for upside surprises. This volatile environment favors investors who are prepared – for the risk, and for the rebound. Go here for more on what Landon has in mind this earnings season. To your health and wealth,  Michael Salvatore Editor, TradeSmith Daily P.S. A lot of you seemed to really enjoy the TradeSmith Roundtable I held with Andy Swan, Lucas Downey, and Jeff Clark. That’s great news, because we decided the TradeSmith Roundtable is here to stay. This week, I’ve booked time with Jason Bodner, Jeff Clark, and our CEO, Keith Kaplan, for more off-the-cuff conversations about what’s happening in markets and how you can best prepare. And we want you to be part of this conversation… So before we record tomorrow morning, send in your questions to feedback@TradeSmithDaily.com and I’ll pass along my favorites to the group. Recommended Link | | AI is creeping into every aspect of our daily lives… According to billion-dollar fund manager Louis Navellier, it’s never been more important to AI-proof your wealth. He lays out three simple steps to take ASAP in his new video. Click here to watch it now. | | | |
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