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Seth Golden posted an update 2 years ago
Morgan Stanley Team:🔹Earnings recession of -11% YoY EPS at $195/share
🔹1H 2023 “barely” recession of (0 to -.3 Q/Qsaar)
before rebounding.🔹 $SPX downside 3,000 -3,300 before rebounding
to 3,900 June 2023.🔹2H ’23 begins pricing 24% upside to EPS ’24
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