Earnings Estimates for 2023

I think the story ends with 2023 showing a contraction of at least five to ten percent and we start to hear about those contractions or at least estimates of those contractions in January when all the analysts come back from vacation. I just don't see how you have five or six stocks that are all a trillion or north of a trillion some two trillion or whatever that are not part of the leadership when the S&P and then as that finally bottom here. Those massive names with these huge moats these monopolies these massive balance sheets they kind of have to be the leaders in my opinion by definition.