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Neo Patel's avatar

Thanks! This is fantastic article. Most folks are tunnel visioned on macro and overlooking this aspect. I would love to see an update once all the 4Q results are in. Thanks again.

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Mr. Blonde's avatar

really appreciate the feedback Patel, will include relevant 4Q season data/charts in future post as season wraps up...likely with additional observations.

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Michael Bagguley's avatar

Very good piece - good content well presented. Thank you.

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wlee's avatar

Hi - Just FYI, you omitted a stat in the 1st paragraph of section "4Q Earning Season Stats". You wrote ".... down from XX%..." Thanks for the work you put into these. Really terrific! Will

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Mr. Blonde's avatar

eesh...that sunday morning fog is thick, thx for flagging wlee. XX% = 42% and now corrected in the post

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