别比了，美国的hotel可能是全球性价比最低的。 200刀有床睡就满足了。

THE CONSUMER IS NOT STRONG - I REPEAT THE CONSUMER IS NOT STRONG!

RT @commonsenseplay: THE STOCK MARKET CRASH IS SET UP PERFECTLY! 1. Consumers are still spending money they don't have. - Consumer spendin…

Breaking: X rolling out a mandatory sponsor disclosure feature for creators within 10 days. Accounts that fail to disclose paid promotions risk immediate bans. Smart move by @nikitabier !! Hopefully this curbs the rampant undisclosed promotion of retail hype stocks I see everywhere on X. Be careful who you follow.

Is It Time to Rotate Out of Stocks and Into Bonds? This chart shows a simple but powerful signal about confidence in the market right now. It compares “want” stocks vs. “need” stocks. XLY = things people buy when they feel good and have extra money. XLP = everyday essentials people buy no matter what. The orange line is the XLY/XLP ratio. When it goes up, people are leaning into “wants.” When it falls (like it has since the 2025 highs), they’re leaning into “needs.” People are spending on toothpaste and groceries, not vacations and Teslas - that tells you something! Right now, the ratio is around 1.30–1.33. Staples are clearly outperforming. XLP is up about 13.5% YTD, while XLY is down roughly 2–3%. Meanwhile, the S&P 500 keeps climbing - near ATH's. So the overall market is rising, but discretionary spending is lagging. That kind of divergence can be an early sign of caution. With that backdrop, this could be a good time to rotate some exposure out of equities and into $TLT. Anyone else feeling a bit more careful with spending or investing lately? image courtesy of @notanotherquant

做一款这种猫猫游戏会不会有人想玩？ https://t.co/GSk913XBa3

他对车和consumer的exposure太大，而且是后道

赌场已经准备好了🤤

买奢侈品是一种智商税。

Retails win huge.

湾区娱乐活动之贫瘠难以想象。 周末去了趟奥克兰动物园，居然堵车大排长龙，里面挤满了人，家长带着小孩办年卡。 但是里面的动物种类可能两个手数得过来，并且有一半的展区关闭维修。 票价41刀（票+停车） https://t.co/feY3P12etW