CATHIE WOOD SEES A GOLDILOCKS SETUP She says the U.S. already lived through a rolling recession -- housing, manufacturing, small business, consumer sentiment all took the hit. What’s next is what markets may be underpricing: 💰 Tax cuts + big refunds in Q1 🏗️ A new corporate investment cycle 📉 Deregulation (she says this is highly underestimated) 📉 Lower rates + easing inflation If she’s right, this isn’t late-cycle stress. It’s the setup for risk assets to run again.