The Possibility of an Earnings Recession

I think there's a chance that we are in an earnings recession. I'm not 100% convinced and I'll tell you why in a second. But I think we're probably somewhere in between soft and mild recession. That is because I look at, that's why I look at the consumer. And it's been wrong to ever bet on the consumer against them. No, no doubt. Even if they don't have money, they spend. They increase their debt.

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