2min chapter

The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

CHAPTER

Is There a Flashing Red Light for Consumer Sector Earnings?

Consumer discretionary earnings are leading the S&P. That's a flashing red light for stocks, and it could be because of interest rates. Amazon is 14% of consumer discretionary? It sounds more. Well, at least in XLY Amazon and Tesla, we're like 40 something percent,. But either way, but what else is in your home depot, stuff like that? McDonald's. Homebuilders or Target is a big one in this. Yeah. I think the hotel chains. Yep.

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