2025-12-17 11:22:26

The US retail sales data for the morning has been released, confirming many people's concerns — consumers are facing increasing pressure.

October sales remained flat month-over-month, failing to meet market expectations, and September's data was revised downward to a 0.1% increase. At first glance, it may seem unremarkable, but peeling back the surface reveals that the true story is hidden in the sector data.

I believe this reflects a deeper phenomenon — also a major trend to watch for next year: market DISPERSION.

Performance differences among industries, companies, households, and even countries will become increasingly pronounced. Some will grow against the trend, while others struggle, and this divergence pattern will persist throughout 2026. This also means that the importance of selection and allocation will be amplified infinitely.

More details to follow.

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MEVHunterWang

· 2025-12-19 10:12

Under the flat data, everything is differentiated—that's the real killer move.

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PumpingCroissant

· 2025-12-18 19:41

Month-on-month stability is a setback, consumer fatigue is real --- Divergence? Basically, the wealth gap is becoming more and more obvious --- Now it's better, next year we need to choose the right track more precisely; one wrong step and all efforts are wasted --- October retail data... No wonder recent days have felt tense --- Sector data is the key; surface calmness hides all the drama underneath --- If the divergence trend in 2026 becomes a certainty, then the current layout is really time-sensitive --- Weak consumer spending combined with increasing divergence means ordinary people's lives will only become more competitive --- Some are making a fortune, others are struggling to get by; the gap is widening --- A drop in retail data leads to a chain reaction, how serious will it be --- The importance of allocation has been amplified to this extent, indicating there will be no more widespread increases

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CryptoPhoenix

· 2025-12-17 11:52

Differentiation is really key; choosing the wrong path makes everything pointless. Last year, those who wanted to sit back and win effortlessly should wake up this year... The competition in the track of differentiation tests vision and patience. The next opportunity always goes to those with a steady mindset. It's another day of being taught by the market, but this is exactly the right moment to build positions. Those who are growing against the trend have probably already seen through the truth of differentiation. As for us, let's continue waiting for the moment when value returns. Weak consumer data is not scary; what's scary is that you haven't yet found your bottom range... This is the lesson of crossing cycles. This wave of setbacks is actually building up momentum. Remember, the most important thing when losing money is to stay clear-headed. In an era of differentiation, making the right choice is more valuable than effort. All opportunities hide in others' fear. The question is, do you dare to wait for that moment?

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