It could be time to resurface use of the ‘R’ word in your financial lexicon. No, not ‘R’ as in PE ratio. But ‘R’ as in recession, as in a contraction in economic growth. I know what you are probably wondering. How is this guy going to pontificate about a recession following a month that created 236,000 headline jobs? How is this guy going to warn the investing masses about a recession when shares of Nvidia are up 85% year to date, followed not too closely behind by an 80% surge in Meta? All of that is precisely why I...