Earnings yield will decline when they have to refinance the debt.
— Kacper Piotr Kaminski (@Kacper_PK_CH) October 15, 2023
I think Q4 will be interesting. Lost of companies have downsized (minimally) in anticipation of Q4 uplift in revenue. As we get through the quarter if it becomes clear that their forecasts will need to revise down- will see new waves of cuts, and those openings will go poof
— Pheasident Trump (@JustinRose) October 16, 2023
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