How to Evaluate Earnings Season

Watch the airlines because there is indication that consumers have pulled back on spending for travel. As tech starts to report, and we'll talk about this as earning season drags on, that's what I'm focused on this time. We heard all the headlines, and then we didn't see it come through in the economic data. This is the first quarter where we're going to find out if they cut enough,. If they cut enough to preserve their margin. So those are three that I've been using, anything that you like to kind of think about here a little bit?

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