How Much Is a Crystal Ball?

Tina Martin Adams: Earnings weakness is emerging, has emerged over the last year certainly with an inventory crisis that has emerged. She says investors are captivated by the idea of a cycle and in particular with Apple and Microsoft, really being able to shrug off risks fast quickly and recover quickly. Tina Martin Adams: How rapidly can these companies start to recover strength into 2024? That is likely a frame, I think, the outlook for these stocks.