McDonald’s: The Market Isn’t Likely Pricing In Rising Headwinds Correctly (NYSE:MCD)

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Après moi, le deluge. (French for: after me, the deluge) Normally it’s a bit of a nihilistic expression, but today I’m going to lay out a thesis about markets that is bizarrely positive. Here’s the thesis in a nutshell… Crazy AI rally…pullback on (insert mini-panic reason)…rate cuts…money flood through to later on in 2026. Let’s…

Wall Street has always had a thing for shiny objects. In the 1950s and 1960s, it was electronics — the original “growth” industry. Investors couldn’t get enough of anything that sounded remotely like the future. Companies began branding themselves accordingly, slapping the letter “X” into their names or tickers, not for science, but for sizzle….