Michael A. Arouet (@michaelaarouet) 's Twitter Profile
Michael A. Arouet

@michaelaarouet

Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out my impersonators. I’m not on Telegram, Bluesky, Facebook etc.

ID: 898142955038543873

calendar_today17-08-2017 11:22:22

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Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo
Michael A. Arouet
@michaelaarouet

5 days ago

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.