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Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
What Do You Think About Cyclical Stocks?
A lot of mixed signals out there. A lot of that is just the lagged effects of all the distortions and volatility caused by COVID. And then in response to COVID and then Russia and then China, all of these major global shocks have thrown a lot of volatility into the macro data. So I think you're seeing a rebalancing and kind of a, you know, relative movements between say value and growth and some of the sectors going on.
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