Skippy & Doogles Weekly: McRecession, Meet Reality
🔥 Market Take of the Week
We may be in a McRecession. When fast food joints like McDonald's, Starbucks, and Subway start seeing sales decline, you know something’s breaking down for everyday consumers. Meanwhile, Taco Bell is thriving… because $5 still gets you full. Value matters again.
🎙️ This Week’s Podcast — Episode 226: “McRecession, Doritos and Disappointment” (Listen: Apple, Spotify)
We dive into what’s driving fast food inflation, why Taco Bell is thriving when McDonald’s is flailing, and what it says about America’s consumer crunch. Then we hit the brutal job market for new grads, whether AI is really stealing jobs, and what the “venture arrogance score” tells us about private market delusions.
Why McDonald’s, Starbucks, and Domino’s are flailing—and Taco Bell isn’t. Via Axios
The rough reality facing today’s college grads—and why AI might be a scapegoat. From The Atlantic
Josh Kopelman on the “venture arrogance score”
A great listener mail question (paraphrased): what should investors do in this economic Twilight Zone?
Inside the Trade: Three stocks worth taking a look at (for premium listeners only)
Book recommendation: Abundance by Derek Thompson and Elzra Klein
📊 Investing Insight of the Week
When everyone’s scared, cash earns a yield. Top investors like Buffett (30% cash) and Mobius (95%!) are sitting tight. But remember: time in the market > timing the market.
🚀 Round the Horn
GDP dipped in Q1—are we still headed for a soft landing?
Wall Street banks sell last of X debt
How consumers and firms are responding to tariffs
Tariffs may already be stalling the economy
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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