The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

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Are Analysts Following Earnings?

Analysts are late marking their earnings down, coming out of a recession. How would it be any other way? Where do you think they're getting the guidance from? They're getting it from the companies themselves. And then the thing you start to realize when we talk about those cases where earnings decelerate from zero to 10 really quick. To negative 10, yeah. The way you stop that decline is through monetary stimulus. So the Fed always- It's like we're looking at Fed funds rate around those times where we go to 0% on earnings. These are sessions. I mean, it's that typical business cycle. You're starting to get countercyclical policy. That's

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