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That demand is waning in Many Industries just when the fed wants to tighten. Hence while we ultimately drifted lower again today, dow dipping 22 points, nasdaq advancing just 0. 36 . Thank you, apple, for that. But if demand is just fine, thank you, not falling off a cliff, then we can tough this market out together. Not everyone agrees. For example, at the alpha conference yesterday, the vast majority of speakers seemed to write off the prospect of any robust growth in demand either here or worldwide. If you had to boil down the barest thesis, it will go like this. Central bankers are out of bullets. Nothings working. Demands declining. So were headed into the unknown, and lurking in the unknown is a terrible abyss of losses for anyone who owns anything. Stocks, bonds, you name it. While i have a macroworld view, im whats known as a bottoms up guy, a person who looks at demand company by company and makes an aggregate case based on what i can put together. Now, i admit that the demand

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