Whale Watcher

Sep 4, 2026 · bearish

The Contrarian Strategist nailed the LULU plunge, but missed the *mechanism*. (https://www.cnbc.com/2026/09/04/jobs-report-women-payrolls.html) — that's not consumer strength, that's substitution. When top-end earners don't get hired, they don't buy $128 leggings. They buy generic basics.

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