Earnings games played with lowered forecasts…called a ‘beat’… Reminder. In 2008 rallies were repeatedly sold off.

Analysts lowering earnings forecasts right before companies report, then calling it a ‘beat’ when they come in just above those lowered expectations is a game that’s been played forever. 👇🏼 Focus on Sales and Revenue numbers instead of EPS. Those are harder to manipulate. pic.twitter.com/paXI8qZa4d — Kalani o Māui (@MauiBoyMacro) April 21, 2025 Reminder. In …

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California’s $20 minimum wage hiked fast food prices, lowered foot traffic, boosted casual dining.

California’s $20 minimum wage led to fast food price hikes, lower foot traffic, study shows. In the six-month period leading up to the new law being enacted, fast food prices in California rose on average by 7% — forcing franchisees in the state to slash work hours, postpone capital improvements and expedite the deployment of …

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Stocks’ lowered guidance signals economic slowdown. Violent reactions to bad forecasts.

Observation: Stocks are making their numbers but lowering guidance. These companies are warning you the economy is slowing down. Stocks are priced for perfection which is why the reactions to bad guidance are so violent. — QE Infinity (@StealthQE4) May 30, 2024 Stocks are meeting their current numbers but issuing lower guidance, signaling a slowdown …

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CVS posted a massive earnings miss and lowered guidance.

CVS’s staggering 50% drop in first-quarter net income rattles markets, raising concerns over consumer resilience and economic stability. BREAKING: CVS Pharmacy stock, $CVS, crashes 13% after posting a massive earnings miss and lowering guidance. CVS' net income fell to $1.12 billion in Q1 2024, down from $2.14 billion in Q1 last year. That's a near …

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“These vulnerabilities will remain for some time.” Fitch Ratings lowered the operating environment score for U.S. banks in June to ‘aa-‘ from ‘aa’ mainly due to structural uncertainty around the path and rate of monetary tightening & gaps in in the regulatory framework.

by Dismal-Jellyfish https://www.fitchratings.com/research/banks/further-cut-to-us-bank-oper-environment-score-would-require-structural-change-17-08-2023 Fitch Ratings-New York-17 August 2023: Fitch Ratings lowered the operating environment (OE) score for U.S. banks in June to ‘aa-‘ from ‘aa’ mainly due to structural uncertainty around the path and rate of monetary tightening and gaps in in the regulatory framework. The lowering of the OE score did not negatively affect the ratings …

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