Brief Friday Wrap, 1/23/2026,

Commentary from The Distilled Perspective of

Patrick T Bulger Capital Management & Analytics

• Context wake-up call: Consumer Sentiment

I can only imagine that with Consumer Sentiment ticking up a hair,
It may be adding to anyone shouting, "Green Shoots".

It is comfortably nested in the lowest decile since the 80s double dip recession,
1990 recession, well below the 2001 recession and
At similar levels of 2008’s recession.

• The view here: Not, "green shoots".

Remember, January is a reopening from the Holiday Season...
It's normal to see data blips, but
Always remember your "Context".

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Thanks for reading,
PTB

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Have a great weekend everyone!

#investmentdata #context #investmentrisk

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