The Calm Before the Crack. Okay, so let me explain what happened here. Because this story has a before and an after, and you need both to understand why 2026…
I turned on CNBC this morning and nearly spilt my coffee. Then I opened X, and it was even worse. The narrative is everywhere, deafening, and, in my view, it…
Sometimes, headlines can be deceiving. The consensus sees a number like 7.4% GDP growth and assumes everything is booming. Or they see low inflation and assume demand is dead. Both…
