2min chapter

The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

CHAPTER

What if Power's the Goat Pulls Off the Soft Landing?

The drop in the S&P 500 blended forward 12 month EPS, not yet anywhere close to recessionary. Margins are supposed to hit a new all time high next year when you go through the earnings,. And the margins are like 10% or if you take it. How could that possibly happen? I don't think it's going to happen.

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