2025 is in the books—so what really mattered? Information was everywhere, headlines were loud, and emotions often ran high. But beneath the distractions, the signal is clear: Consumers remain resilient, companies continue to adapt, and there are reasons for cautious, long-term optimism. In today’s email, I’m sharing updates on: The State of the Consumer The State of Companies The State of Investing My goal is to cut through the noise and help you stay focused on the bigger, long-term picture...