CNBC's "Fast Money" cover image

The Nightmare Before Christmas? Plus, the Bull vs. Bear Case for AMC

CNBC's "Fast Money"

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The Challenges Are Going to Overwhelm the Opportunities

There's huge consumer mementum. Consumers have the money, they're spending it th the government keeps fuelling it. The stronger retailers don't have any problem when there are some shortages and inflation. They can raise prices margin. And finally, there's the better than last year's sindrup. During the holiday season for covet it was the biggest, you know, a kind of locke down conditions you can possibly imagine. People are learning more hed to live with it, for better or worse. So a much better environment than last year. Way up double digits. Two years ago, i really see nothing but strangth. I said that when the retail report came out

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