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WTF Chart Of The Day: Margin Expectations Edition
Analysts are forecasting the highest fraction of companies to post year-over-year margin expansion in our data history, despite the already near-record profit levels today. The only thing one can say when looking at this chart of expectations (apart from - imagine the job losses needed to achieve this) is WTF?!
Chart: Morgan Stanley
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I didn't know there were any more jobs left to lose.
They're rising prices in anticipation of inflation. Ha
That chart represents how high the Morgan Stanley analysts are. The projections appear to indicate that they'll soon be taking up recreational chloroform huffing.
"imagine the job losses needed to achieve this."
Not as many as the number of new chinese and indian jobs.
Got Obozophone and Obozocare?
In Debt We Trust
I know, I'm worthless, but if you want to get some free bitcoins just in case the skyrocket: http://freebitco.in/?r=25727
Their greed will eventually be their undoing. Hitler was the result last time.
The only thing one can say when looking at this chart of expectations is ZIMBABWE !!!!
Zimbabwe economics seems to be the Fed's long-term goal. They seem to want to get their banks healthy and then go for a ramp in inflation.
Unrealistic expectations are an important component of getting people to buy-in so you can sell.
Those poor folks with money trapped in 401K's, I.R.A.'s, and Pension funds!
They're going to look at those statements and think "Hey, I'm doing pretty well"...
...and then...
...that illusory wealth will be stolen from them once again when Wall Street decides it's time to rake chips off the table and engage in more layoff's, buyouts, bailouts, usurping of bondholder rights, vaporization of accounts, bail-in's, mortgage fraud, and the pickpocketing of generations of working families.
those expectations have to be created and it goes without saying "that is an industry unto itself" as well. you think the media cares about "economic recovery" or "Great Recession"? Think again. They've got a bottom line to meet "and they're their do to their master's bidding." But that's just the "tip of the iceberg" as they say. We no longer just have one medium (television) with "3+1 channels" (ABC, CBS, NBC and fox.) We have this thing called "cyber space" (hint, hint "place where wars are fought"), a network that is now "inter-connected" (an Internet) and "communicators" ala Star Trek "for everyone on Planet Earth." (and yes everyone has a communication device now.) In other words we've all been "networked"...the "meaning" of which is still being defined. (Twitter being its latest manifestation however...so don't think because it's not "physical" it can't make money. The exact opposite is in fact true.) In short these are not "profit multipliers" but "profit centers" in their own right...properly understood of course. So far few if any have understood this properly...namely looking at the world through the lens of a "media driven world." In fact we're living in a DATA driven world...the greatest expression being Google which has basically zero content (at least that it pays for) and it's one of the biggest companies on earth right now. in other words you have to understand everything you see today as something that to be "solvent" has to be "networked" or "LinkedIn" in some way. THEN you start talking about "business" or "industry" and the like. This is not a new idea either....this goes all the way back to the telegraph and "the North's super weapon" that would end the Civil War "in a matter of weeks." Things didn't work out that way of course.
Lol, that's what the margins look like when the greedy bastards dump everyone onto the OCare exchanges.
interesting extrapolation as the peasants, hey someone forgot to give them the money to make this happen!
interesting extrapolation as the peasants, hey someone forgot to give them the money to make this happen!
I can't figure out how these corporations are making money. I don't see the sales.
I hear "overseas revenue" and talk to people overseas and they say there aren't any sales.
First it was cut employees to increase profit. Then it was cut capex. Now it is cut inventory. So a company has no employees, no expenses, and no inventory but has record profits. How the hell does that happen?
I met a buyer and he says he can't buy anything because he hasn't been given any money to buy anything. So I ask, "Well then, what do you do?"
He says, "Figure out how to increase comps.'
I ask, "How do you increase comps without buying anything."
He says, "By not buying anything."
I think to myself. Jesus Christ where the fuck am I.
Sorry, late here, what are 'comps' ?
As in you get "comped" a free meal by the salesman; root is complimentary
They will be their own undoing. Been saying this for years.
Coca Cola ramped their prices up as so did others. People cut back.
So many others are raising their prices.
Robots bitchez. Then the singularity. We are doomed.
Every morning I turn on the radio and half expect to hear John Connor telling me that I am the resistance.
Edit: That, or that Netanyahoo has pushed the big red button.