My State of Confusion

Conflicting Reports Leaves Confusion

The State of the Union is Tonight. My Response Early Based on Expectations

• • Tonight’s address projected confidence
  • Low unemployment
• American resilience.
• Tough on China.

Industry coming back home.
The message was clear: America is strong.
But strength depends on where you’re standing.

• • Growth has slowed.
  • Inflation isn’t gone — it’s stubborn.
  • Hiring has cooled.
  • Everyday costs — insurance, housing, groceries — still strain households.
  • This isn’t collapse. But it isn’t roaring expansion either.
  • It’s an economy losing momentum while leaders insist it’s charging ahead.
• State of the Union speeches are designed to inspire. Markets may applaud. Supporters may cheer.
  But kitchen tables don’t run on applause.
  They run on cash flow.
  The real State of the Union isn’t delivered in Congress — it’s felt at the kitchen table.

If you are not in the upper 10% of the economy are you better off today than last year at this time?