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Grizzle Profile picture
Grizzle
@grizzlemedia
Grizzle breaks down the new economy: sector deep dives, investment analysis, macro strategy & conferences.
Nov 16, 2022 • 8 tweets • 3 min read
The S&P 500 is already two quarters into an "earnings recession" but no one's talking about it.

A thread on why... First what is an earnings recession? Its 2 quarters of declining year over year earnings.

The reason you're hearing about it here first is because analysts aren't removing volatile energy earnings. Wall street removed energy when it was down in 2015/2016, so why not now?
Sep 20, 2022 • 9 tweets • 4 min read
Oil is down 25% over the last 3 months and economic growth is on the ropes, yet we are still bullish on energy stocks.

Here are the 4 reasons why 🧵
#COM #EFT #OOTT Oil inventories usually build in the first half of the year and draw in the second. That didn't happen and we are near 2007 storage levels and 20 days of supply vs 18 at the low point back then.

We all know what happened in 2008...