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Between Powell saying higher for longer = risk off, the often weak Sept for...
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This would not be good. Hopefully nothing gets passed. From a Doug Gollan...
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Risk-off that restarted last week is continuing this morning, easily...
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The last few days are a reminder of how important the macro environment is...
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lb1, thx again for the analyst write-ups. A common theme seems to have...
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Pablo, that was me. I asked for a couple of reasons. You're one of...
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lb1, I had the impression Martel was talking about Q3's conf call...
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Pablo, thx for the valuation comments. What are ur thoughts regarding...
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Good PPI numbers this morning should help extend the risk-on appetite. ...
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Great post, Pablo. Funny u should mention AMD. I felt that it was an under...
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Yeah, the potential storm clouds from a recession, was likely worrying big...
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Pablo, very nice to see at least a few investors here who look at the...
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Macro got a little better this morning, with the US CPI a little better than...
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Trooper, I wouldn't be surprised if a number of tutes have been starting...
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Yeah, thx yet again lb1temp! With the Company's turn around well...
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I typed that quickly! Here's better phrasing: Management is all but...
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On the call, management is strongly signaling that 2nd half FCF may do far...
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Main pts from report: -FCF way up -Book-to-bill strong -Reaffirms deliver...
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lb1temp, no worries. And thank YOU for your stock analysts posts. Very...
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Just a reminder, the General Dynamics earnings conf call transcript makes a...
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