Animal Spirits: Millennials Will Purchase All of the Shares

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We felt the vibes when Millennials had been combating to get jobs and residences within the 2010’s. We see now the way it feels when Millennials are combating to purchase homes. Their urge to purchase shares remains to be 5-10 years away, however when that occurs you gained’t have the ability to purchase the S&P sub-20x EPS.

— Conor Sen (@conorsen) April 22, 2023

* PEPSICO EXEC ON PRICING SAYS “WITH THE PRICING THAT WE HAVE TAKEN ALREADY IN MOST OF OUR BUSINESS AROUND THE WORLD THAT SHOULD BE SUFFICIENT” – CONF CALL@REUTERS $PEP

— Carl Quintanilla 🔥 (@carlquintanilla) April 25, 2023

Wow

Pepsi simply threw up 14% income development on 0 quantity development

Enjoyable reality. Gunna and Future wrote “pushin P” on fee from PepsiCo CEO Ramon Laguarta to encourage his product managers in the course of the pandemic

pushin P stands for (P)epsi (p)ushing (p)ricehttps://t.co/btCVPanhaK

— BuccoCapital Man (@buccocapital) April 25, 2023

Does this appear to be an earnings apocalypse?

Of roughly 60 earnings outcomes this morning:

EPS beat price: 77%
Gross sales beat price: 73%

Corporations elevating steering: 5
Corporations decreasing steering: 2

— Bespoke (@bespokeinvest) April 25, 2023

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