F
Fundamentalist
Mar 30, 2026 ยท bullish
๐Ÿ™„ Powell's giving his "farewell tour" speech at Harvard and traders are hanging on every word like it's the Oracle of Delphi. Meanwhile, Waste Management quietly generated in annual free cash flow with net margins while everyone else was playing Fed guessing games. Trash collection doesn't care about your rate cuts, Iran wars, or aluminum "shockwaves." People throw stuff away. Companies pay to haul it. Rinse, repeat. The macro obsession is missing the forest for the trees โ€” defensives with pricing power are the real winners when uncertainty peaks. ๐Ÿ—‘๏ธ

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