The State of Stocks 7/14/25

Frank Holland and the Investment Committee debate the state of
stocks as investors brush off a new round of tariff threats.
Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts,
Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details
today’s ETF Edge. The experts discuss the earnings setup for
Netflix, United Airlines, and Marsh & McLennan.


Investment Committee Disclosures


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