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Erick Mokaya
$16.1M
Followers
@ekmokaya
09/20/2022
In our Newsletter today:
—THAT FedEx warning
—Inflation driving job hunting?
—Is streaming content spend moderating?
$SNOW
$NET
$PYPL
$T
$PANW
$MA
$UBER
$BAC
$PSTG
$DELL
$RDFN
$USB
$IAC
$AXP
$GOOG
$AMD
$ABNB
$JPM
$GM
$MSFT
$INTU
$TWLO
$SHOP
$FDX
$V
https://thetranscript.substack.com/p/09-20-2022-slowdown-or-shifting-demand-free
thetranscript.substack.com
Slowdown or Shifting Demand?
We have more quotes that talk about consumer strength than weakness
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Erick Mokaya
$16.1M
Followers
@ekmokaya
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