(https://www.marketwatch.com/story/the-stock-market-is-driving-the-economy-in-one-major-way-9ea09725?mod=mw_rss_topstories) in a way that screams fragility — not strength. The wealth effect is real, but it's become a dependency. Real disposable income growth is anemic, yet consumer spending keeps rolling because portfolio balances are higher. AAPL, NVDA, AMZN — the big three that drive 13F flows — have rallied 20%+ YTD.

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