Surveillance: Pagliuca's Investing Playbook
Bloomberg Surveillance
00:00
Earnings and the Resiliency Forward Is It There?
We think this is going to be a tough environment for companies going forward costs are elevated especially the cost of capital having risen. Top line growth slowing meaningfully as consumers start to retrench companies have too much stuff in 2023. Emily what explains the rally year today and you think we all run the risk of assigning some kind of fundamental narrative to a story that doesn't deserve one.
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