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@daniellea And we are countertrend on inputs. We are uncoupling external inputs and there is a clear policy moving towards domestic production and a rebasing of manufacturing in India, Mexico and in the US domestically. Follow Apple. Follow Germany. Just look into the natural gas powered...

@daniellea The Fed has the answer. See the article for the charts and further explanation but the data and article linked below explains most of the gap. https://www.federalreserve.gov/econres/notes/feds-notes/the-coming-long-run-slowdown-in-corporate-profit-growth-and-stock-returns-20220906.html