The Consumer Discretionary sector is collapsing. We all know exactly why this is happening.
Consumer spending accounts for about 70% of our GDP. Discretionary categories like apparel, restaurants, travel, electronics, home furnishings, autos, and entertainment are the most cyclical slice of that spending. They’re the first things households cut when budgets get tight.… https://t.co/5PoccUeWUU — Kalani o Māui (@MauiBoyMacro) September 10, 2026 Kinda wild how quickly our economy turned … Read more