2026 Bearish, Bullish, and DDI Growth and Margin Assumptions

This is my first ever paid-only article. That’s because it’s not really an article, but a supplement to what was published yesterday. Below you will find all the assumptions that have gone into the different scenarios I outlined there. This is mostly tables and numbers, but I’ll provide a bit of commentary along the way.

Growth Assumptions

I outlined the reasoning for my growth assumptions in the main article; here are the numbers.