• Feb 21, 2023
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  "Inflation increases your operating leverage and that cycle has turned down" - Mike Wilson

  
  

  Their work suggests the market is wrong in thinking earnings decreases won't be that extreme. Earnings recession because of over-earning during the pandemic.
  

  
  

  Range between 3000-3300 (consistent estimate 6 or 9 months). Currently at 4000 ("or just air").
  
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  <div>"Inflation increases your operating leverage and that cycle has turned down" - Mike Wilson</div><div><br></div><div>Their work suggests the market is wrong in thinking earnings decreases won't be that extreme. Earnings recession because of over-earning during the pandemic. <br></div><div><br></div><div>Range between 3000-3300 (consistent estimate 6 or 9 months). Currently at 4000 ("or just air"). <br></div>

  "Inflation increases your operating leverage and that cycle has turned down" - Mike Wilson

  
  

  Their work suggests the market is wrong in thinking earnings decreases won't be that extreme. Earnings recession because of over-earning during the pandemic.
  

  
  

  Range between 3000-3300 (consistent estimate 6 or 9 months). Currently at 4000 ("or just air").
  

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