Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation + Fed Update On Tuesday we got the inflation figures for November, and it came in light. In fact, it came in lower than 65 of 67 economists surveyed by Bloomberg. Core CPI was 6.0% vs consensus of 6.1%. Headline CPI of 7.1% vs consensus of 7.3%. This was the second month in a row of a big surprise to the downside. Is this the start of a real trend or just a couple isolated data points? That was the big question for the Fed meeting which happened on Wednesday.
Good stuff as always! Quick question, how did you arrive at this group of companies and how do you determine when to add or remove any from the group? Thank you!
Very helpful
Good stuff as always! Quick question, how did you arrive at this group of companies and how do you determine when to add or remove any from the group? Thank you!
Hi, quick question: the NTM Rev Growth compares what two moments in time?