Strategy Note /

An (Earnings) Bridge Over Troubled Waters

  • Nice to see some green on the screen - best 3 day run since May - things feel better, act better, tape looks better.

  • Could Crypto's collapse be the last shoe to drop? Could the ARKK, Apple, TSLA, Netflix lift be the start of something?

  • High nominal growth supports earnings which provides a bridge till we get peak inflation which should be almost upon us.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
22 July 2022
Published byTPW Advisory


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