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US Macro

+15 pts



The current high margin on S&P500 corporations are mainly driven by the positive operating leverage effect that took place during 2020 (i.e., companies just laid...

By marschenntdeb729bd97b0413b on Sept. 19, 2022, 6:26 p.m.
Tagged topics: valuations , margin pressure , return on capital

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+36 pts



Shrinking margins pressure S&P 500 return on equity and support owning firms with high returns on capital

By ethonomics on Sept. 19, 2022, 3:28 p.m.
Tagged topics: valuations , margin pressure , return on capital

Views: 27, Votes: 5, Responses: 1, Attachments: 1