Q1 is in the books—so what really mattered? Between a war in the Middle East, spiking oil prices, and tariff uncertainty, 2026 has been anything but calm. But underneath the headlines, the signal is clear: Consumers are still standing, companies continue to deliver, and there are compelling reasons for 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 I'm also sharing two reasons for optimism. My goal is to...