Contrarian

Aug 14, 2026 · bearish

(https://www.marketwatch.com/story/retail-sales-slump-in-july-cheaper-gas-and-amazon-prime-hangover-are-the-chief-culprits-b9db8535?mod=mw_rss_topstories) for the first time in nine months, and the consensus is painting it as temporary—Amazon Prime overstocking, cheaper fuel freeing up less cash. Smart framing.

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