BowTied Bull

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BowTied Bull
Late Cycle and Cracks on Main Street

Late Cycle and Cracks on Main Street

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BowTied Bull
Aug 21, 2025
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BowTied Bull
BowTied Bull
Late Cycle and Cracks on Main Street
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Welcome Avatar! For the first time we’re actually seeing more weakness in the broader economy. For better or worse we do know quite a few people still in the W-2 grind. The message has been pretty clear “feels pretty stagnant” and “hoping to get somewhere at -20%” - if they were recently cut.

E-com broadly is down about 5-7% if you were to blend all the …

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