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Somebody's gonna be wrong
The Compound and Friends
The Effects of Silicon Valley on the Stock Market
If earnings come in as lousy as people suggest, what would you guess the market's reaction is to that? If it comes to this, it's going to be good. But I also think, so there haven't been revisions since what happened in March,. Since the banking crisis. So once we start hearing from some of these companies, especially the big banks, do you think there was any impact outside of banks? Do you think any consumers change their behavior because of Silicon Valley? I would imagine for a brief period. Are you like on a scale from like Rubini to like, husband? Like how bearish. It's a different scale.
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