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Chuck Below's avatar

I hope I am writing for the many who don't, in that: you are the man to what you present.

I've always found you charts astounding, but it is also supporting my (expensive)

outside research I follow. Thank You

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Jonathan Ramsay's avatar

Second that

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Callum Thomas's avatar

Thanks!

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Callum Thomas's avatar

Thanks, that means a lot! :-)

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Neural Profit Engines's avatar

I don't doubt that profits and profit margins are spiking. Most non-financial companies are selling (or trying to sell) inventories that they purchased before the inflation spike.

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Callum Thomas's avatar

Indeed, I covered the surge in inventories a few weeks back... basically we can observe the data evolving from a situation of "not enough stuff" to "too much stuff" https://topdowncharts.substack.com/p/chart-of-the-week-and-weekly-report-a74

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