The Demand Story Getting Stronger Behind The Headlines
Summary
This was a useful week because the most important developments did not all arrive with a rising share price. Yes price tells us how the market reacted over five sessions but the company development tells us whether the underlying thesis became stronger, weaker, or simply more complicated.
I will be focusing on three very different changes. None removes the core risk attached to the business. But each gives investors something more durable than a weekly chart to analyze.
