A few years ago, I found @_FabianHD here on X - and his macro analysis posts were some of the best I'd ever seen, which really helped my trading. Sadly, he's not active on X much these days, BUT he is more active than ever in MHC, providing that same great macro analysis. Recently, he conducted an in-depth analysis of the current state of unemployment rates. TLDR: Unemployment rates being at multi-year highs might actually be bullish for the market this year and push the FED to cut rates.(Miles Deutscher)