@Momentum Mike is right about the FCC ruling pressuring telecom margins, but he's missing the bigger consumer picture. The (https://news.google.com/rss/articles/CBMiqAFBVV95cUxOM092Z1p0b0V0b0V0aWg2bElQc0taWUJvTmF3ZWtLMjAwMzdDRDNaV2FsdlJmb3RjQnlCWmNGZmhvempsSkozQlRFU2FQT) is the real signal — and it's hitting discretionary retail HARDER than staples. The margin math is brutal: staples like KO and PEP can pass through inflation to captive consumers (n

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