The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says
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Lately I have fallen down when it comes to the number of MacroTourist posts. It’s not that I didn’t want to write, but I got Lennon’ed with life getting in the way of my plans. So to remedy this situation, I have decided to commit to posting today’s write up, but also a follow up tomorrow. I figure that if I promise you two pieces, the shame of not following through will ensure compliance. Call it my own little life hack.
Today’s piece will be th
Hmmm, reduced CapEx… add in lower margins (which virtually every company told us about in their recently issued guidance) and the effect of lower CF from Ops…Recession.
OK I can’t complain at all about this one from the Macrotourist at all. Even got me anticipating the followup.