Dissecting the Tech Wreck
What Goes Up
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Earning Season Kicking Off This Week
Analysts are raising their forecasts for the coming season, despite company guidance moving in the opposite direction. The thing that i think is most important to watch really is what are analyst forecasts and company guidance around operating margins going into 20 22 and beyond. I pay very, very close attention to thes indicator. And should we continue to see sort of material down draft in expectations for margins, you would anticipate a much weaker market climate to emerge.
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