
Markets Turn from Economy to Earnings, and Is Nelson Peltz Right About Disney? 1/12/23
CNBC's "Fast Money"
00:00
Is the October Low Reflecting the Earnings Reset?
Taiwanese companies have no visibility into the second half of the day. Some companies are going to do fine, some are going to miss. It's been easy to adjust to the stock market as a monolith and say it's not worth the multiple that it was because rates were here. You should pay less. And now let's listen to the companies because on an earnings by earnings basis, I think they're going lower.
Play episode from 10:54
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