Want to make sense of markets? Start by getting the fundamentals right. Growth, inflation, liquidity, and credit—these four pillars run everything. Without understanding how they interact, you're basically flying blind. Growth tells you whether the economy is expanding or contracting. Inflation eats into returns and shapes policy responses. Liquidity determines whether money flows into risky assets or goes safe. Credit is the backbone—tighten it and everything slows down. Get these down, and suddenly market moves start making more sense.