1. Look, the article points out consumer spending dipped 0.3% last quarter, but what gets missed is inflation eating into discretionary budgets. In retail finance, we've seen a 5% uptick in returns, signaling buyers are tightening wallets more than reported here.

https://technivorz.com/when-markets-break-the-rules-why-solid-fundamentals-still-lose-money-and-what-happens-next/

1. Look, the article points out consumer spending dipped 0.3% last quarter, but what gets missed is inflation eating into discretionary budgets