May. 8 at 12:28 AM
$SPY K-Shape economy widening:
Sentiment for high income consumers well off the pandemic/2022 lows and re-accelerating this year.
On the other hand, mid and lower income brackets are at sentiment lows.
Aligns with our top pick
$LTH, who put up a monster quarter and is set for a push to
$50 this year as pricing power flexes and growth continues.
$PLNT on the other end of the K struggling as expected.
Same goes for food (see
$WING vs
$DRI )
Our full LifeTime thesis is public now:
https://kryptonresearch.substack.com/p/public-a-k-shaped-pick
