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As the Consumer Turns

About the Substack

Reformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.

About Adam Josephson

Reformed sell-side equity research analyst; my background is in paper & packaging, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.

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