Capital spending is strong, driven by the shift towards digital solutions accelerated by the pandemic, indicating a strong economic recovery.

India's GDP has grown significantly over the years, and the consumption class is expected to expand, driving economic growth.

Commodity prices, particularly copper, are rising rapidly compared to gold, suggesting strong market activity and investor confidence.

The market may be leading the Fed, suggesting that the economy is strong enough to warrant a reduction in quantitative easing soon.

I've been looking into consumption trends and noticed a double standard; while reported numbers look good, many people on the ground say consumption has dropped in the last few months across various sectors like travel, fashion, and eCommerce.

Housing prices are increasing at a double-digit rate, indicating strong asset market performance despite recent volatility.

The formalization of the economy is leading to higher costs for consumers, impacting their purchasing behavior.

The military's purchasing power can significantly influence the consumer drone market, equipping soldiers with modern technology and driving industrial growth.

The economic cycle is ongoing, and we are currently in a phase of euphoria due to a new administration, but we must remain aware of potential downturns, especially as we are in a debt bubble where the income produced doesn't service the debt, leading to a dynamic where financial trouble is imminent.