There is a risk of talking too much about a single topic. It can get boring and repetitive. On the other hand, if you are focused on a particular macro concept and feel that it’s underreported, maybe that’s the place to focus your energy? Anyhoo, there are still many talking about the sentiment data and how bad it looks and how that will inevitably be the canary in the coal mine for the Great Recession of 2023 2024. While most expect the hard data to catch down to the weak soft sentiment data… Maybe the exact opposite will happen. Sentiment will improve and the hard data will remain stonking. And soft data will catch ... (full story)