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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Forward Guidance
Customer Prosperity Drives Company Growth
The success of companies like Microsoft is closely tied to the financial well-being of their customers. As Microsoft's growth is dependent on increasing subscriptions and sales, a thriving labor market leads to more customers purchasing their products and services. The same principle applies to companies like Amazon, where consumer spending directly impacts business performance. This interdependence between company growth and customer prosperity makes the upcoming earnings season particularly intriguing.
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Listen to the best highlights from the podcasts you love and dive into the full episode