“It is a capital mistake to theorize before one has data.”
– Arthur Conan Doyle
The Through Line: A dearth of official data (thanks to the longest U.S. government shutdown on record) needn’t prevent investors from gathering the information necessary to make informed investment decisions; plenty of insights can be gleaned from the earnings reporting season currently underway. We highlight key themes and what they suggest for the road ahead.
To read the full report, click here.
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