Still waiting for the Q&A transcript to make what I think is an important point. But the opening statement is available in black and white. Gerard MacDonell January 27, 2022 12:29 PM
Easy call: From here the next major and sustained contribution from flow of inventory investment is a drag. Timing is tough because, in fairness, the level of inventories is still low. Gerard MacDonell January 27, 2022 12:25 PM
Fed Comfortable Slowing Growth; Implications for Tech, Homebuilders & Factors Dennis DeBusschere January 27, 2022 8:56 AM
