Market Forecasts — Sealed & Graded
Markets — the macro calls, sealed and graded
The markets theater: the Adani/Hindenburg recovery read (graded NEAR — direction right, complications real) and the US boom call sealed at the tariff-crash bottom against a ~60% recession consensus (first leg HIT: no recession, S&P to record highs; thesis ongoing on the open board at /active). Sealed as numbers before the moves; graded against public prices.