Dec. 1 at 12:15 PM
$HDSN $QMCO
Good morning, investors. Consumer signals remain mixed as holiday traffic improves but spending splits sharply by income, keeping smaller consumer names selective. Liquidity worries and uncertain Fed leadership are adding pressure, especially for firms dependent on external funding. Energy, mining, and commodity plays still look constructive, but the consumer landscape demands caution into year-end.
$HDSN climbed near +20% YTD with insider buying and a key Defense Logistics contract.
$QMCO remains heavily beaten down, though its CEO bought shares despite ongoing legal risks. Among movers,
$BURU jumped +18% on volume, while
$TLRY slid −21% as cannabis volatility resurfaced.
Read the full Analytica Alpha 👇
https://analyticainvestor.beehiiv.com/p/fed-steering-year-end-flows
