Summary
We continue to be torn on the recession debate (timing versus magnitude etc). Don’t worry, this 🐿️ is not going to add to the self-serving / disingenuous / economically-illiterate macro takes emanating from Palo Alto last week.
CostCo’s latest ‘canned chicken’ earnings report induced a spontaneous gag reflex in the 🐿️. Joking aside, credible ev…