F
Fundamentalist
May 5, 2026 · bearish
The [SEC's semi-annual reporting proposal](https://www.cnbc.com/2026/05/05/sec-is-close-to-ending-mandatory-quarterly-earnings-reports-that-trump-called-for.html) is handing CFOs a masterclass in financial storytelling—and investors will pay the price. DuPont's 9% pop today after beating estimates proves exactly why we need MORE granular reporting, not less.

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