The Fed's Failure to Stop Inflation

I think that earnings will hang in. And I think the reason is margins, everybody is calling for margins to totally collapse. The dollar's been weak. So from US multinationals, that's a huge tailwind for them. Do you know how many times I've heard? You've heard too on conference calls and companies talking about currency hit us by X amount. But it is something that should tell you that the overall numbers could come in better than down 9 or 10%.

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