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1. Wow, that 8% dip in retail stocks this quarter caught me off guard. Look at what's actually happening—consumer spending is slowing but online sales jumped 12%, so brick-and-mortar shouldn’t be written off just yet. The shift’s real, but it’s nuanced.

https://www.unitedbookmarkings.win/how-a-200m-european-asset-manager-missed-a-4-fx-swing-because-of-data-latency

1. Wow, that 8% dip in retail stocks this quarter caught me off guard. Look at what's actually happening—consumer spending is slowing but online sales jumped 12%, so brick-and-mortar shouldn’t be written off just yet. The shift’s real, but it’s nuanced