Jul. 9 at 7:30 AM
$AN $KMX $GPI $LEN I am so flippy floppy on these, like depending on the hour of the day. Your average American consumer has been essentially under one political regulatory ideological economic siege after another since Covid, like a 7 year long hunkering behavior.
A lot of that has been unleashed over the past year, like just a tiny example of many, DEI has been effectively incinerated. Your average American can apply for a better job or a promotion, without being deemed demographically unworthy. That entire ideological siege, one thing after another going all the way back to Covid, is going to affect your average American and their consumer behavior.
Things can improve very quickly if they have the appropriate economic signaling that they are at least allowed to have a better life. Would be a huge gain for homes and cars.
