The Sportscar Economy: Be Alert, Not Alarmed

Who had “Isolationist President causes Recession via Middle East War” on their 2026 bingo card?

Of course, one week in is too early to say anything definitive. So I draw your attention to an analogy I’ve been using for almost 20 years: when the global economy is like a sportscar accelerating down the motorway, then a crash is inevitable. The exact timing and cause – a tyre blowout, driver error, a duck through the windshield – is much harder to predict.

So for all the talk of an “AI Bubble” that will pop and create a global recession, the real economic risk to your business may well be oil shipments through the Strait of Hormuz, or the changing Tariff landscape, or something far more local and banal.

Be alert, but not alarmed. And the faster the car is driving, the more important it is to have cash reserves so you can seize the opportunities that will inevitably abound.

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