Midterm review of my 2026 year-end calls ➤ peace in the ME=> no peace but no kinetic war ⚠️ ➤ higher inflation => CPI from 2.4% YoY to 3.7% YoY✅ ➤ non-hawkish Fed => the Fed is hiking❌ ➤ Blue wave => historical GOP defeat ✅ ➤ S&P up 10% or more => up 15% ✅ ➤ BTC up 25% to 33% => up 8% ⚠️ ➤ Spain or Argentina as new world champions ✅ It's easy to forget how bad things were back in April.