Best shorts if consumer cools rapidly


Looking to pick apart some of the biggest loser companies – typically, in my experience, money leaves the lame firms first and when there is bullish sentiment at the top of the losers sink even more. Given the consistent drum beat that the consumer is slowing – and likely to accelerate this slowdown if layoffs start to show up – which stocks should I have on a short list to buy puts against?

Btw, I have been burned on TSLA and CVNA so far is not looking good – no idea why these are going up but they are and that makes me wrong.


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