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Consumption data has revealed the underlying issues
It's not that consumer stocks are ridiculously expensive
It's that ordinary people really aren't spending money
Wine and food duty-free
All of it has escaped
Ask your friends around you
Did they buy more chicken legs this year?
The answer is in the candlestick chart
The index is doing great
Brothers holding consumer positions
Their accounts have halved
This temperature difference is quite real
Don't bother with left-side bottom fishing
Before the data turns around
Consumption is just a dull knife cutting meat
I won't fully load my positions here
Wait until the social zero data shows an attitude