A thread on a not so hidden factor that impacts EPS... and still surprises analysts! The cheat code for EPS 6M out: the U.S. Dollar change over last 6M When the U.S. dollar rose over prior 6M, earnings grew 0.3% next 6m But when the U.S. dollar fe

David Cervantes @pinebrookcap · May 23, 2023

Great thread. We’re all FX traders. We just don’t know it. Cc @mikeharrisNY

Tweet May 23, 2023

by Jeremy Schwartz

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