Alcoa Corporation

Airbnb, Inc. Class A Common Stock

Abbott Laboratories

Autoliv, Inc.

AutoNation, Inc.

American Express Company

Bank of America Corporation

Baker Hughes Company

Blackstone Inc.

Comerica Incorporated

CSX Corporation

Discover Financial Services

D.R. Horton Inc.

Danaher Corporation

Equifax, Incorporated

First Financial Bancorp

Goldman Sachs Group Inc.

Halliburton Company

Hasbro, Inc.

Interactive Brokers Group, Inc. Class A Common Stock

Johnson & Johnson

Las Vegas Sands Corp.

ManpowerGroup

NetFlix Inc

Nucor Corporation

Overstock.com Inc

Pool Corporation

Redfin Corporation Common Stock

Boston Beer Company

SCHINDLER HLDG PARTN CTFS

SVB Financial Group

Schlumberger Limited

Snap Inc.

Seagate Technology Holdings PLC Ordinary Shares (Ireland)

AT&T Inc.

The Travelers Companies, Inc.

Tractor Supply Co

Tesla, Inc. Common Stock

United Airlines Holdings, Inc. Common Stock

Check out our weekly newsletter that covers:

- Data that CEOs are seeing does not suggest that a downturn is imminent
- PE and VCs with record amounts of dry powder
- AT&T saw some delays in collections of payments

Companies covered:

$DFS $AXP $TRV $CMA $FFBC $EFX $NUE $BAC $MAN $CSX $TSCO $IBKR $BX $JNJ $GS $LVS $SHLAF $ALV  $SIVB $SIVB $NFLX $SNAP $T $HAS $SAM $TRV $ABNB $STX $NUE $ABT $DHR $POOL $DHI $CSX $AN $UAL $HAL $BKR $SLB $AA $TSLA $RDFN $DHI $OSTK

[https://thetranscript.substack.com/p/07-12-2022-cant-see-no-recession-yet](https://thetranscript.substack.com/p/07-12-2022-cant-see-no-recession-yet)

Most CEOs are saying that the activity they are seeing does not suggest that a downturn is imminent

https://thetranscript.substack.com/p/07-12-2022-cant-see-no-recession-yet

Can't See No Recession Yet

Our newsletter this week

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Erick Mokaya