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>I don't know how companies can do any planning.

They can't. They're saying it out loud updating their guidance.

In polite terms, on earnings calls you're going to hear "we don't know what the fuck to predict".

Follow Bloomberg and you'll hear bank CEOs saying the same thing about the markets, they have no idea what to predict or how to price anything. Right now the line is that America looks like an emerging market with unpredictable wild swings based on policy changes. That is going to drive everyone away from the US, industries, customers, and trade partners.






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