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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Qone0 who wrote (74585)	12/12/2022 11:02:36 AM
From: Sun Tzu	3 Recommendations Recommended By ajtj99 Jacob Snyder Qone0 Respond to of 98121

I have an untested theory that gross margins can be estimated as the difference between PPI and CPI. If PPI is rising and CPI is falling (or even not rising as fast), then the margins are getting squeezed and negative EPS surprises are ahead. Obviously this needs to be assessed on subcategory basis. Autos seem to be in the worst spot of that curve now.