1. Multiple drivers of uncertainty, including inflation, tariffs, and recession fears, have created a challenging environment for investors. 2. Despite the S&P 500's Y/Y earnings growth, it is down 3.5% YTD. 3. History suggests that stocks with strong fundamentals often lead recoveries after market pullbacks. 4. SA Quant's top 2025 stocks have reported positive earnings surprises, indicating excellent fundamentals and market leadership potential.