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Edition #279 Weird Earnings, 5/1
One big thing What the stock market got wrong this week. Alphabet, Google, Facebook and Twitter were all up after earnings after most analysts expected a bigger hit to revenue. Yet for most firms, the virus was only an impediment for a fraction of the quarter. Advertisers won't have cut straight away – behavior would be distributed through that timeframe. What should be in focus, is how they are addressing Q2. And that speaks to the uncertainty, see below. Continue reading
