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No Capitulation Necessary

The Compound and Friends

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Trucking Earnings Are in for a World World of Hurt

35 earnings reports so far this season through yesterday morning 71% beat rate on both EPS and sales 9% risk guidance through percent lowered actually that's pretty good. Average one day share price reaction whatever up 27 basis points. Trucking earnings are in for a world of hurt coming into the early 2023 Swift told you that uh last night they reported or this morning I don't remember but night swift basically told you that um jb hunt was a little better But but night swift said inventories are high. It's Arkansas your flight is delayed put your phone down God every conversation is Like it's just the show. You can't believe it What kind of romper room Is the show every conversation

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