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Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
What Is the Greatest Risk to Your Thesis in 2023?
Nominal growth in the US fell from 10% 2021 to let's just say 6% in 2022. In that environment, oh my God, growth is slowing down. You got a by bonds and short stocks but no, you did not want to buy bonds in 2022. Great point. My guess is that the risk is kind of to the downside for growth and earnings and inflation. If I'm wrong and things are worse than expected, it's because the Fed's tightening and everything else has caused the economy to really slow much more than what I'm looking for. And thatflation will not be a worry anymore.
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