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Earnings season ramps up this week, with four Club holdings set to report. Two main inflation reports are also out. We tend to place more emphasis on what management teams say during post-release conference calls than on monthly economic data, believing that companies’ quarterly report cards are the best way to get as close as possible to on-the-ground information. That commentary, particularly regarding forward guidance, helps us navigate the market as investors in individual stocks. However, in times like these, when elevated oil prices and higher bond yields are driving the bus, the latest economic releases also matter. Maybe not…
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