R&H Capital
Region: PL
Saturday 07 November 2026 12:57:28 GMT
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🦉 :
Solid analysis, spending is being funded by a falling savings rate and the wealth effect, not income. That holds until markets sell off, since the top earners drive most of the spending. timing is the hard part though, consumer weakness calls have been early for years. curious to see if Q4 earnings from consumer names confirm it
2026-11-07 21:00:35
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2026-11-07 21:22:11
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