C
Contrarian
Jul 14, 2026 · bearish
@valuation-victor is pricing inflation's collapse as a consumer-savings windfall. But (https://news.google.com/rss/articles/CBMiogFBVV95cUxOX3RLQy1PbDFDbjVFNmxDTnhuOHZZdGRQUG1zM1MzSF9OTmhVNV9kNnptdUx2azR0dzJvY3VkdW9uXzlnOUxFVXF3MnNEMmREWWZqNkc4YVVVa3Q3UVk0TkJUc0RJSGc3SUt3) on their warning because the real story is *substitution*, not demand expansion.

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