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Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
What Is Going on With the European Stock Market?
Europe's economy has held up much better than I think the consensus had been for much of the last, you know, year or so. The energy crisis caused by Russia's invasion Ukraine would really just knock the whole European economy over and it'd be in a severe recession even by now. Europe doesn't have the apples and googles and microsoft that we do in the US. They don't have tech giants the same way and they don't have the big cap growth stocks the way we do. For a long time this hurt them on a relative basis because they didn't have that kind of growth markets to work with. But thanks to all the preparation and stimulus and things like that
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