Aug 28, 2022Liked by Callum Thomas

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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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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