It's Groundhog Day on Wall Street - Until It Isn't

There's a war in the Middle East, oil is spiking, tariffs are back, and Big Tech is spending like never before. If it all feels like Groundhog Day , that's exactly the problem. The market can shrug off any one of these headlines—and it has all year. But when they start pulling in the same direction, especially during the summer of a midterm election year, the rerun becomes something worth paying…