Plus: the data-vs-confidence disconnect and what it could mean for positioning.
 | Good Morning From
The Wealthiest Investor | |
 Which To Believe: Economic Data and Consumer Confidence Are Telling Two Different Stories We've all seen those moments when the numbers paint one picture and reality feels completely different. Right now, we're living through one of those disconnects,and it matters more than most investors realize. The traditional economic indicators look reassurably steady. Employment figures hold firm, corporate earnings remain resilient, and the technical measures economists watch aren't flashing red. | |
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| The best way to predict the future is to invent it. — Alan Kay | |
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