Q4 was still growthy despite gov shutdown shaving 90bps

No signs so far in Q1 to go negative, Feb jobs data for private employers was positive

Basically no chance of Q2 going negative with tax refunds, SLR changes hitting the system... No apparent catalyst to reverse construction and capex

Private credit cracking may be something but seems sector isolated

Oil price FUD actually good for domestic services and production

Doomers wrong again as always

There's definitely a large economic correction going on, as the economy adjusts to pretty radical policy swings. It's still not clear that there's been a large contraction, though.