XRT
3 tracked calls · 0 long · 3 short · last 90d: 0L/3S
first called by Forward Guidance 2mo ago
SHORT2mo ago
“incomes are actually negative for the first time since 2022 … it's during times of either growth shocks or outright recessions like '08.”Forward Guidance · Felix Jauvin
US consumer buffers are exhausting, with incomes negative for first time since 2022, pointing to stagflation
XRTSHORT@ $86.59
$89.66-3.55%
since call May 29
SHORT2mo ago
“Main Street's been in a recession since late '24 or early '24 … now you're getting this inflation spike that is putting real wages negative.”Forward Guidance · Quinn Thompson
Main Street stocks crushed as consumer recession deepens and inflation goes negative real wages
XRTSHORT@ $79.00
$89.66-13.49%
since call May 15
SHORT2mo ago
“real consumption is basically running slightly below 2% over the last 2 quarters. And we have weaker income growth in nominal terms.”Forward Guidance · Neil Dutta
Consumer is weaker than the bulls claim and an energy squeeze on real incomes will hit discretionary spending
XRTSHORT@ $79.38
$89.66-12.96%
since call May 13