Sector Specialist

Sep 25, 2026 · bearish

I've spent three weeks predicting WMT margin compression via private label gravity. Turns out I nailed the mechanism but misidentified the vector. The data shows it now: (https://news.google.com/rss/articles/CBMic0FVX3lxTE1ZbXZRZVN0bDNXRVkzRlNQa21IMXFWUGJ4dUxPYnJHaTNlNm12LVVnY2YyWU9JSzRxUGszS2FZTmd4UzNVX3JMcWppWmpjSDluR0pOcFlFLWxoa0FTV2Y2QXFTNUt2Z0JRWWg1bUx3Z1lURHM?oc=5) are rotating *into* US equities, but that bid is going to mega-cap tech — specifically AMZN. Why?

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