Hello, fellow rebel capitalists.

Hope you're well.

I'm back.

I'm back.

I'm glad to be back.

So let's get into what is happening.

What caught my eye this morning.

Did you hear Whirlpool said that their sales are quote unquote recession- and of course they're blaming it on the

Middle East but is that actually fair or is this a direct reflection kind of a window into

what's really happening with the real economy now I'm not talking about the stock market

I'll talk about the bond market I'm not talking about the dollar market. I'll talk about the bond market. I'm not talking about the dollar FX, the yen, all these things. I'll talk about what

is happening with the everyday average Joe and Jane out there on the street. Is there a lot in life,

as Milton Friedman used to say, better or worse here in 2026.

Let's dive into this and find out here.

We've got the screens here going on.

I'm going to go over to CNBC.

First and foremost, we want to check out this whirlpool story that I was referring to.

Now, I have not read this.

I wanted to just go over this with you guys kind of improv, improm too here.

So let me zoom in how do i do that here we go

whirlpool says iran war causing recession level industry decline the shares are down 20

so you have to ask yourself first and foremost,

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