Zortix matched this thesis to Homebuilders & housing ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
US consumer in worst shape outside deep recessions
The case was made that the median US consumer is in a historically terrible financial position, unable to handle a $3,000 emergency bill, which will cause the economy to roll over.
Keep reading this one
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
- BLOOMBERG SURVEILLANCE
9 EPISODES BETWEEN · 12 MENTIONS
- BLOOMBERG SURVEILLANCE
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- MARKETPLACE
- EURODOLLAR UNIVERSITY · 3 MENTIONS
- MARKETPLACE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- PALISADES GOLD RADIO
- US consumer in worst shape outside deep recessions · THIS IDEA
- THOUGHTFUL MONEY
- EURODOLLAR UNIVERSITY
- EURODOLLAR UNIVERSITY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD