4 Comments
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Falk Wagner's avatar

Great research. Thank you for explaining the framework in detail, and helping readers to “connect the dots”.

Lighthouse Macro's avatar

Thanks so much! I really appreciate the kind words and am delighted to hear the framework details resonated. If you’ve ever have questions or thoughts, please don’t hesitate to reach out!

Sam Shiffman's avatar

Great post, learned quite a lot. Thank you

Lighthouse Macro's avatar

Thanks so much! Thrilled to hear you found it valuable. The consumer pillar is one of the most misunderstood pieces of the macro puzzle, so glad it landed. More coming soon.