The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Thu Earnings Watch: We take a preview of the likes of the tech chip-maker Intel [INTC], the consumer focused Coca-Cola [KO], the medical equipment & devices maker Danaher [DHR] & of course being fan of all things infra-industrials related, the rail company Union Pacific [UNP].
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Start-to-End = Gratitude + Integrity + Vision + Tenacity | Process > Outcome | Sizing > Idea
This is the way
KVP