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@CheddarFlow That gap usually closes through multiple compression, not price chasing earnings. If $SPX keeps grinding sideways while estimates rise, dealer gamma pins get tighter into the close.

@CheddarFlow There’s one thing about @_NatashaThomas I didn’t expect: the experience felt much more personal than I thought it would. That’s probably the part that stuck with me most

@CheddarFlow I wish there would be a way to calculate the earnings adjusted by inflation so we could see real growth! Also as long as inflation exists the sp500 will grow

@CheddarFlow Can you give us a much more zoomed out context?

@CheddarFlow earnings can outrun prices for years before anyone cares; the market discounts narratives, not spreadsheets.

@CheddarFlow EPS "projections" which get revised all the time

@CheddarFlow Bears nightmare chart

@CheddarFlow this is dumb and wrong on so many levels..

@CheddarFlow "earnings" needs a new name if people are reporting fake revenue from fake investments in unproven companies along with bloated valuations on their balance sheets.

@CheddarFlow This is only for 20 companies though right