Haymaker Daily

Lies, Damned Lies, and Accounting

May 14, 2026

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Hello, Subscribers:

Continuing on the theme we’ve been covering this week regarding corporate earnings, we came across a fascinating visual, courtesy of close friend of Team Haymaker, Vincent Deluard, Director of Global Macro Strategy at StoneX. As we’ve been discussing, U.S. corporate profitability has been extraordinary in the 21st century and particularly lately.

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