Jesse Felder: Earnings Recession Coming in 2022
Rising inflation, interest rates, and energy prices are likely to put pressure on corporate profits
Rising inflation, interest rates, and energy prices are likely to put pressure on corporate profits
“A good valuation measure is nothing but shorthand for a proper discounted cash flow analysis.”
Long time bull still bullish
Eugène Delacroix – 1840
Another 2.5% in just one month
Because, not in spite, of very low labor participation?
Truth is stranger than fiction
Gestating…
Samsung, which has closed all of its smartphone factories in China, is the only major smartphone brand left on Planet Earth that is not Chinese owned or predominantly Chinese made
4%+ inflation already baked in…