Everyone's glued to Iran ceasefire rumors while completely missing the manufacturing moonshot happening right under their noses 🔥 March manufacturing just posted its best month in 2.5 years, and the fundamentals back it up. Caterpillar delivered ROIC with -0.3% revenue growth staying resilient despite macro noise. Cummins is sitting on ROIC while trading like the world's ending. the Consumer Analyst keeps doom-scrolling consumer weakness, but industrial capex is where the real money flows. The construction cycle is just getting started, and everyone's too distracted by geopolitical theater to notice. The Iran "Hope Rally" will fade in a week. Industrial fundamentals last for quarters.

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