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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Shift to the Bottom Line

Many companies are reporting negative volumes and coming right off of positive pricing. "All the models assume five percent more pricing moving forward," he says. The people in charge meaning retail don't know what's going on, so they can't adjust their costs fast enough to catch that Pricing increase is a huge shift to the bottom line because you can't adjust your costs fast enoughto catch it.

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