The REAL economy is getting crushed. The consumer is NOT strong.

“Meanwhile sectors like AI, quantum, nuclear, flying cars are going parabolic. The disconnect has never been bigger. This won’t end well.

Just look at the YTD bloodbath in major consumer names.
$WEN – Wendy’s: -48%
$CMG – Chipotle: -48%
$LULU – Lululemon: -48%
$TGT -Target: -35%
$HPQ – HP: -30%
$PYPL – PayPal: -30%
$UPS – UPS: -28%
$CPB – Campbell Soup Company: -26%
$GIS – General Mills: -25%
$SWK – Stanley Black & Decker: -21%
$KHC -Kraft Heinz: -19%
$NKE -Nike: -17%
$BBY – Best Buy: -12%
$MGM – MGM Resorts International: -7%
$FDX – FedEx: -6%
$SBUX -Starbucks: -8%”