The Consequences of Consumer Disdiscretionary Growth in 2023

The energy sector is expected to be the biggest drag on earnings looking for you know earnings declines if 20% to 40% depending on the quarter. consumer discretionary is still expected to be a positive contributor through the rest of this year well i'll just say this when you start talking to me in the same way about some of these discretionary some of the services or whatever you got to have your antenna's up to see for some sort of weakness that might you know happen If we are obviously headed into a recession if China locks down again all those sorts of things would impact that sector most definitely okay john butters the man the myth the letter he's the legendi mean that's it okay you guys love