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Moment of truth. Earnings season is underway and ek peckations have come down. Are expeck tags too low and they feel the next leg of this rally. For earnings i think they are too low. Earnings per share. Thats what obviously is market is based on. But what i think is probably too high is the expectations for revenue. I think it comes county this this once again. Earnings growth is what it is. It can be manufactured, engineered, but you cant make up Revenue Growth. That divide between eps and Revenue Growth continues to widen out. Market has not cared about it nor should it given where rates are, which has been tims argument. But at some point, you need commensurate Revenue Growth. What have companies have guided conservatively and no one cares about quarter. So, is this the time when the market gives ceos and maybe its time to kitchen sink it a lilt bit or to weigh on being more conservative in the shortterm, but we see some things changing in our Business Model. I dont know. The quest

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