Subject: Re: Consumer Sentiment Plunged 11%...
because of the jan-march pull-fwd of inventory to get ahead of tariff reversal of the week, it seems reasonable that

- consumers will face REAL pain eventually, and MAGA will scale excuses in tandem
(e.g., regardless of prices, sea shipping has a near record ~30% cancel rate. supply&demand basics will work magic in the golden age of grift.)

- we are not done with reversals


3d chess...where one toddler keeps eating the pieces.