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Business expectations back to pre-pandemic levels. Real-time inflation? Already there: 0.90% CPI (below 1% since Feb). Expectations catching up to real-time reality. pic.twitter.com/mkNQS0DZJS — Truflation (@truflation) February 17, 2026
There’s a reason why the big boys have been selling and holding cash. The market may not correct right away but when it bottoms it will take years to recover. The difficulty will be determining when the bottom is in. …
Investor sentiment surveys are expressing overwhelming positivity, suggesting a rosy outlook, while economic surveys paint a contrasting picture, indicating a deteriorating situation. This stark dichotomy between investor optimism and the grim economic reality underscores a perplexing divergence in current perceptions. …