5min chapter

The Compound and Friends cover image

What's Really Going On At Goldman Sachs?

The Compound and Friends

CHAPTER

The One Month Guidance Ratio

Mike Wilson: I'm praying this market doesn't sell off 10% right now. He might be selling a newsletter this time next year if that happens. Earnings beats are underperforming earnings misses, which has never happened before since 2000. We're in a bull market and so there's no more 'more,' he says. "We have finally arrived at the place of bitch on Mike Wilson"

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