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4Q23 EPS: 4 reasons EPS results are better than appears on surface, including potential China bottom.

VIDEO: We discuss 4 factors that suggest 4Q23 EPS season stronger than many realize.

Please click below to view our Macro Minute (duration: 3:56).

This week will be the midpoint of 4Q23 EPS season (105 cos reporting). There have been several high profile EPS beats leading to massive stock moves such as $META and $PLTR. In our view, overall, this is proving to be a very strong EPS season. And we see 4 reasons it is probably stronger than appear...

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