Stocks Tied to Tariff Talk Are Tanking

 Stocks Associated with Tariffs are Tanking

We collected all U.S. earnings call transcripts from March 2025 and grouped companies into three buckets:
 1️⃣ No mention of tariffs
 2️⃣ Mentions tariffs
 3️⃣ Mentions tariffs 30+ times in a single earnings conference call

Then we looked at April stock returns… 👀

 The results speak for themselves:
🔵 Companies that didn’t mention tariffs had better average performance
🔵 Those that talked tariffs saw worse returns
🔵 And frequent tariff talkers? Down over 16% on average.

💡 Could tariff concerns be a leading indicator of negative sentiment—or worse, deteriorating fundamentals?

 👉 Do you think management tone and topics can predict future stock moves?