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Can Earning Season Save Growth Stocks? | Sam Burns
Forward Guidance
The Fed's Balance Sheet and Stock Prices
I think there's still some upside to earnings estimates potentially coming it's just not going to be huge the way it was last year. I think fiscal policy is much more important now than monetary policy because we're kind of stuck in low rates. Even if the Fed does stop buying bonds and even reduces his balance sheet for a while that will get a lot of play but i don't think it's really going to matter for the fundamentals much.
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