With a slew of important earnings coming up over the next few weeks, we're going to start getting a real sense of the negative impacts of the f-d up policy communication strategy out of "The Administration."
We're going to see more dialed back forward guidance, and meaningful impacts to bottom lines.
I think Amazon might soon find itself at the front lines of this discussion. Their earnings release, scheduled for May 1st, may kickstart that conversation. And I don't think it goes well.
You need to have a subscription to access this content in full.
