The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23
Squawk on the Street
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The Bears Point Is That the Deals Over There Are Now Less Discretionary and Valuation Below End of Historical Range
It's actually a pretty constructive morning for upgrades. Service now is one. Comcast gets one over a key. They go to overweight. I thought the Etsy call showed you the even top margins in the largest, you know, biggest in the group. We had to start accepting Etsy and Shopify as integral to what came out of COVID and forget COVID. It seems to be football all the time by analysts up down, up down. How about just owning it?
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