ES - Weekly Junk-A-Neau

Ever take a ride on a Glass Bottom Boat?

I did - Grand Bahama, Circa December 1967.

Water everywhere, leaky Wooden Tourist Trap of
a ride over Fire Coral encrusted Reefs.

Sharks circling around the scant reefs outside
the Harbour.

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It terrified me. All I could see was the water
sloshing around inside.

Visibility Matters.

What has Q2 EPS brought us?

Murky Bullsh_t - "Lack of Visibility"

Then you are a moron, you don't know?

It's yer Effing business asshat.

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Prices are in need of a massive adjustment again,
absolutely MASSIVE - 25 - 30%

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Think of EPS in one simple and effective metric.

Revenues for Companies per Consumer.

All you need to do, nothing more.


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Here's the kicker - Junk Co Junk is now looking out
to 2023...

Yeah... not gonna work, the "Fraudulent Markets" will
re-engage HEAVY Repricing.