consumer discretionary
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- THThomas HayesStrongly bullish Expects a big recovery in consumer discretionary (restaurants, clothing/sneakers) over the next 12 months, saying it has overshot to the downside. “consumer discretionary is in the gutter and i think that's overshot to the downside” ▶ 33:31 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
1 bullish
Mentions
5 this weekWed 7Mon 12 · 2Thu 15
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- The Kobeissi Letter 2 mentions
- Peter Boockvar 1 mention
- Walter Bloomberg 1 mention
- Dan Nathan 1 mention
- Thomas Hayes 1 mention
- David Lin 1 mention
See what your own voices say about consumer discretionary, every morning.
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