Weekend Edition
Saturday Weekend Edition — October 17, 2026
Saturday Weekend Edition: week-in-review scorecard, eight-week scenario tracking, and the cost-to-cash analysis. Continued expansion remains the leading case at 52%, with the cost-shock downside at 36% and the relief upside at 12%. Base 52%, Bull 12%, Bear 36%.
Saturday reviews the week — the evidence, what changed, and the forecast scorecard. Follow costs into cash: compare actual units with prices, check collections and funded orders, separate promised capacity from usable capacity.