4min chapter

What Goes Up cover image

Dissecting the Tech Wreck

What Goes Up

CHAPTER

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode