Earnings Season Upon Us - Again

We are about one third through earnings reporting season. While the current third quarter earnings of -20% versus last year sounds horrific, it is up meaningfully from the second quarter which was down -32%. A full recovery is expected in late next year or early in 2022.

Lastly, we wanted to invite you to another research session led by our research team and our partners. These meetings are a window into what I hear on a weekly basis to stay on top of your investments. See the below invite, let me know if you have any questions a

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