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WMTCOSTBEARISHSubstantive discussion · 3/5

Consumer pressure signals economic slowdown

The case argued: the consumer is showing signs of cracking under inflationary pressure, as evidenced by recent retail sales, employment reports, and commentary from major retailers.

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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.

The story so far
OPEN · 19 MENTIONS · 16 EPISODES · 10 SHOWS
14 AUG 2026 — 26 AUG 2026 · YESTERDAY
16 SUPPORT · 2 REPEAT · 1 MENTIONED
  1. 14 AUG 2026 · 2W AGO · FIRST HEARD
    BLOOMBERG SURVEILLANCE
  2. 9 EPISODES BETWEEN · 12 MENTIONS
    1. 14 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    2. 14 AUG 2026 · 2W AGO
      WSJ WHAT'S NEWS
    3. 14 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    4. 14 AUG 2026 · 2W AGO
      MARKETPLACE
    5. 17 AUG 2026 · 1W AGO
      EURODOLLAR UNIVERSITY · 3 MENTIONS
    6. 17 AUG 2026 · 1W AGO
      MARKETPLACE
    7. 20 AUG 2026 · 1W AGO
      MOTLEY FOOL MONEY
    8. 20 AUG 2026 · 1W AGO
      THE DIVIDEND CAFE
    9. 20 AUG 2026 · 1W AGO
      THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
  3. 20 AUG 2026 · 1W AGO
    THE OPTIONS INSIDER RADIO NETWORK
  4. 20 AUG 2026 · 1W AGO
    THE OPTIONS INSIDER RADIO NETWORK
  5. 21 AUG 2026 · 6D AGO
    PALISADES GOLD RADIO
  6. 22 AUG 2026 · 5D AGO
    THOUGHTFUL MONEY
    • Consumer pressure signals economic slowdown · THIS IDEA
  7. 23 AUG 2026 · 4D AGO
    EURODOLLAR UNIVERSITY
  8. 26 AUG 2026 · YESTERDAY
    EURODOLLAR UNIVERSITY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE