Inflection Points: The Circular Logic Of Secular Rotations

2026-03-18 04:25:00 ET

Round and round we go. While the military operation in Iran, February’s weak jobs report, downside revisions to growth, and the recent software selloff all warrant detailed attention, they also provide an opportunity to examine a broader context of the circular logic currently running through the market. Stress-testing prevailing wisdom is usually a healthy practice anyway, and that’s especially true when arguments resting on soft assumptions become more of a distortion than a prudent decision-making tool for investors....

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