The Margin Squeeze and Labor Slack Phenomena Have Fused

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Live Volunteers Needed

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The Illusion of Consumer Resilience is Nominal, Not Real

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Quality, Value, and Convenience

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Labor Slack Narrative Supported by Rising Wage Disinflation Signals

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A Change is Gonna Come

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On the Ground Data Flag an Increasingly Stretched U.S. Consumer

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Saturday Intelligence Briefing — 4.18.26

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The Weekly Quill — Doubling Down – Gambling on the Future of Americans’ Retirement

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Building a Better Parachute

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