adjustingamericanbackbadbalancebeneathbetterbigbullcardcasecausesceilingchangecoldcomingconsequencesconsumercoolingcorporatecutdangerdebtdeficitdeficitsdemographicdirectiondollardragearlyeasingeconomiceconomyedgeelectionemploymentequitiesexpansionextrafallingfedfederalfinancialfiscalfogforecastforecastsfourfullfundamentalsgamegettinggivinggloomgoinggrowinggrowthhigherholdingholehothousingimplicationsinchesinflationinterestinternationalinvestinginvestmentjacksonjigsawjobjobslaborlandinglandscapelesslessonslonglooksmacromarketmarketsmenumessagemiddlemomentummonetarymoneymosaicmountainneednextnormalizationoiloutlookpandemicpausepicturepointpolicypoliticalpopulationpressurespriceprobablyproblemprofitsracerateratesreadyrealrealityrecessionrecoveryremarkablerescueresiliencerightrisingriskrisksroadrunscenarioslideslowslowdownslowerslowingslowlysoftsteadystillstimulusstockstopsstrategysupplysurgetariffstaxestermthankstighteningtimetracktrackingtradetruthturmoilturningturnsukraineuncertaintyunemploymentupdateviewviruswagewaitwashingtonwavewheelswillwinterwithoutworldworriesyear