What Are the Hard Money Stocks?

Micheal: How much of the macro and policy stuff has already made its way into that complex? Well, there's a lot do that. And i've had three quarters in a row where about 70 % of the companies that i cover have had negative estimates, rvisions, and relatively material ones. So it's companies that you can look at and say, won't free cash flow where these companies are trading 12, 13, 14 times gap earnings ono we're not doing adjusted earnings. That scepticism is dramatic. It's perceived, i e, to be a melting ice cube, a deteriorating asset because of tik tock,. Because of these privacy changes at appl