2min chapter

The Compound and Friends cover image

12 Things Everyone Got Wrong About Inflation

The Compound and Friends

CHAPTER

The Importance of Expectations in Earning Season

This is like the very, very, very beginning of earning season. Last year, we spoke a lot about analysts needing to take their expectations down. And they overshot apparently because now we're getting beats on the other side of that. It doesn't have to be monster beats. It's how were they relative to expectations? And also, what do they say? What do they guide?

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