Our world is very confusing at the moment. Whatever thesis you create, you can find the evidence to support your point of view.

Even a review of the headlines in the Wall Street Journal on a single day can be contradictory.

Apple reports record revenue. Amazon forecasts falling sales and the shares dropped 12% in after hours trading

US Gross Domestic product up 2.6% in the third quarter. Boeing reports a loss. Google reports falling advertising revenue. Facebook reports falling advertising revenue, Fedex reports falling revenue and suspends guidance.

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Host: Victor Menasce

email: podcast@victorjm.com