Industrial sector “investing pictures” present steady order backlog growth amid U.S. infrastructure spending; heavy machinery producers are reporting significant double-digit sales gains. The grieving parents' scepticism is echoed inside Meta itself. Arturo Bejar, a former engineering director-turned-whistleblower, testified to US Congress in 2023 that the company's leadership had ignored repeated warnings about the dangers facing children on its platforms. The cyclical role is currently behind us, but we suspect that it will remain incredibly tempting to use this lever again in future downturns given how effective it was during the COVID era. Sending consumers cash is a good way to guarantee rising spending. The secular role is not going anywhere because of the increasing understanding and perceived need for governments to play unique roles in addressing geopolitical challenges (e.g., incentives for semiconductor investments to address China concerns) and climate change (e.g., incentives for green energy). Hedge fund “investing pictures” signal rotating capital into undervalued mid-cap growth stocks. Positioning suggests a tactical play ahead of earnings season to capture upside surprises.