There is a peculiar feeling to this moment. Stock indexes and data-center construction suggest a boom, yet the grocery receipt, the credit card statement, and the canceled weekend trip tell a quieter story. Economists call this split a K shaped economy: one arm of households and industries climbing, the other flattening or sliding. Layer that onto what cycle theorists call the final, speculative stretch of the 18-year real estate cycle, and you have a market that rewards