Week at a Glance:
Last week, I made the case for an explosion in marketing in 2H 2025.
The response? Strong opinions on all sides.
Many asked, “In this macro environment?” Fair question.
But here’s something to consider: there has neverbeen a moment in time that wasn’t clouded by uncertainty.
And when caution becomes consensus, sometimes the best position is to lean forward.
This week, I invite you to examine three common narratives with fresh eyes. Not because I want to win a debate, but because the data tells a different story.
Three exhibits. One request: please read with curiosity, then make a decision.
Fulcrum Question: What if the bearish sentiment is already priced in, and the real contrarian move now is optimism?