[BigV]

Pleasantly unsurprised to see you reply, l123. Thank you.

I recognized some of the pieces of the puzzle but not all, and I didn't know how they all fit together. But on the surface, this seemed inexplicably contradictory. I think it was the wording that snagged my attention: company misses expectations. Duh. Perhaps the expectations were inappropriate.

I'm glad you threw in the part about the hidden effects of wrong forecasts. Because the forecasters (in the news feeds I consume) are never identified, I can never distinguish one from the other. Your explanation makes (satisfying) sense.