The markets are back in positive territory for the year. Large caps, mid caps, small caps, international, bonds, real estate... most of it back above where the year began. And yet, the mood doesn't reflect the recovery. At the same moment stocks were recovering, consumer sentiment hit one of the lowest levels ever recorded. Lower than the 1970s stagflation era, lower than post-9/11, lower than the Great Financial Crisis, lower than the depths of the pandemic. In today's email: What's driving...