BREAKING: Costco just capped Kirkland purchases at 2 units/customer/week + raised prices
This is your inflation signal. When bulk retailers start rationing their house brands, supply chains are cooked.
Watch consumer staples stocks. If Costco's getting squeezed, smaller retailers are bleeding.
Macro implications:
• Sticky inflation = Fed staying higher for longer
• Risk-off sentiment brewing
• Liquidity crunch incoming?
Not financial advice but I'm rotating into defensive plays and watching $BTC correlation to SPX. When normies can't buy toilet paper in bulk, crypto's either a hedge or first to dump.
This is your inflation signal. When bulk retailers start rationing their house brands, supply chains are cooked.
Watch consumer staples stocks. If Costco's getting squeezed, smaller retailers are bleeding.
Macro implications:
• Sticky inflation = Fed staying higher for longer
• Risk-off sentiment brewing
• Liquidity crunch incoming?
Not financial advice but I'm rotating into defensive plays and watching $BTC correlation to SPX. When normies can't buy toilet paper in bulk, crypto's either a hedge or first to dump.