The third quarter is in the books. And if you only followed the headlines, you'd think it was a rough one. A Fed rate hike. Bonds still underwater. A frozen housing market. A.I. supposedly coming for everyone's job. But underneath the noise, the signal looked very different: record incomes, record profits, and stocks that actually got cheaper. In today's email: How stocks and bonds performed through the first nine months of 2026 What's happening with consumers, companies, and interest rates...