Markets, Meditations, and Mental Models

Super Brief: Confidence Collapsed. Markets Didn't. — Super Brief

8 min · 24. mai 2026
episode Super Brief: Confidence Collapsed. Markets Didn't. — Super Brief cover

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Confidence Collapsed. Markets Didn't.. Michigan consumer sentiment just posted 44.8, the lowest reading in the survey's seventy-year history. The Dow closed at an all-time high the same day. One of these is wrong. The number beneath the headline matters more: long-run inflation expectations hit 3.9%, up 40 basis points, the highest since

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