
EARNINGS KICK OFF 7/14/23
Halftime Report
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Goldilocks and Brighter: The Gift of a Great Year
The S&P is already up seventeen and a half percent, and the NAS is up thirty-five percent. If we end the year at this level, to me, that's an enormous victory. The way things are setting up, the headwind would be though, is if the base comparisons for inflation start moving lower into the second half of the year. That's where it might want to be concerned.
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