adjustingamericanbackbadbalancebetterbigcardcasecausesceilingchangecoldcomingconsequencesconsumercoolingcorporatecutdangerdebtdeficitdeficitsdemographicdollardragearlyeasingeconomiceconomyedgeelectionemploymentexpansionextrafallingfedfederalfinancialfiscalfogfourfullfundamentalsgamegettinggivinggloomgoinggrowinggrowthhigherholdingholehothousingimplicationsinchesinflationinterestinvestinginvestmentjacksonjigsawjobjobslaborlandinglesslessonslonglooksmacromarketmarketsmenumessagemiddlemomentummonetarymosaicmountainneednextnormalizationoiloutlookpandemicpausepicturepointpolicypoliticalpopulationpressurespriceprobablyproblemprofitsraceratesreadyrealrealityrecessionrecoveryremarkableresiliencerightrisingriskrisksroadrunscenarioslideslowslowdownslowerslowingsoftsteadystillstimulusstockstopsstrategysurgetariffstaxestermthankstighteningtimetracktrackingtradeturmoilturningturnsukraineuncertaintyunemploymentupdateviewviruswagewaitwashingtonwavewheelswillwinterwithoutworldworriesyear