Tariffs. Consumer sentiment. Cape Ratio. Pick The Indicator of The Year!

Bring it ya egg. Is that what they say in New Zealand? Something like that.

Kenny Malone rightfully explaining why consumer sentiment for the third straight year is obviously the indicator of the year.

All right, got my script here.

It's the economy, stupid. That's the famous formula for why people vote the way they do. I am here to say no. It's what people feel about the economy. You know what? I'm accidentally reading off of my script from two years ago when I also did Consumer sentiment and it won indicator of the year because you may remember back then, we're all freaking out because we played out. We were so, so scared. Okay. Anyway, this is the right. Is this the same script right here? Now, in pre pandemic times, the University of Michigan's consumer sentiment index was hovering around 100, meaning people felt okay about the economy, but for the past year, it's been down around the 70. No, you know what? This is Adrian Ma's script from last year when he also won for consumer sentiment. It's 50s. It's been in the 50s this year. Historic lows. Here, here it is. Here's the right script. 2025 was the year we began to full on drown in bad feelings about the economy. We're sick to our economic stomachs about the future of Prices and inflation and jobs and housing. Consumer sentiment is the canary in the coal mine. And it's been chirping louder and louder over the last three years. Or I guess chirping less and less is how canaries work in the coal mine. Anyway, consumer sentiment, for your consideration, you

Well, I kept getting interrupted by my colleagues, so I figured, I figured I might just go through.

I'm just saying consider consumer sentiment.

Wait, is this part of your argument? This isn't fair. You got extra time?

That's a good kicker. Now, one thing I have been thinking about the Costco lawsuit is do you think that they take the lawsuit and package it into like a box that was like previously used for oversized olive oil containers and that's how they deliver it?

Okay, Darian, our final contender for indicator of the year. Darian's putting on a coat. A cape. What? What is a cape? Tyrion's dressed as Dracula.

Okay, again, everyone's getting a little pre clock time, so I want a little generosity on my postcard.

Well, you have to wind up. I did. No wind ups.

All right, here we go. All right, here we go. In 3, 3, 2, 1.

It's true. Is the cape draining the economy of something? Is that the implication?

I will say I do understand how Cape ratio shows the rich getting richer. But you also mentioned that it shows low, low income people doing poorly. How does that work?

How many do I need to buy? Yes.

Darian, you can't put on that cape and not give us a little. Not give us a little Dracula, can you give us a little?

Just a little impression. You can do what we do in the shadows. The Kiwi. The Kiwi Dracula movie.

All right.

It's pretty good.

Okay, you know what? You may have just won my vote. Honestly, that's really fantastic. All right, so listen, those are your three options, listeners. We have consumer sentiment, we have tariffs, and we have. Say it again, Darian.

Yeah. So good. You could email your votes to indicatorpr.org or leave us a comment on our planet, Money, Instagram. I mean, Darian, I feel like you should take the credits. Yeah.