The broader ….Front Door Threat…to retail etc……The ‘Subsidy Issue’…..and…..the ‘Alt View’…on building.

It may be the ‘Off/On’ nature of the Iranian ceasefire and blockade…..or it might just be that so far….for most…..the meat of ‘Earnings Season’….still lies ahead. But the market has a strange feeling of…disconnect. You may have poured over the reports of UNH, COF, MMM….but I did not so much. Today Google Next kicks off...

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