172 - Consumers Are Now Trading Down to Survive | IINsights

This week’s episode is all about the consumer squeeze—and the data is not subtle.We cover:Why consumers are shifting from goods to unavoidable servicesHow PCE data shows “survival spending,” not confidenceWhy Walmart, Target, Dollar General, and Dollar Tree earnings matterWhat “trading down” says about higher-income householdsWhy smaller basket sizes are a major consumer warning signHow credit card debt and delinquencies fit into the bigger pictureWhat this means for income investors watching inflation, margins, and cash flowThis week’s Top 5 IINvestments going ex-dividendPortfolio updates, including FOXY, RNTY, and the new YieldMax YRAM positionIf you like weekly market breakdowns with a dividend-income lens—and you want the version that reads past the sanitized headline—this is your IINsights drop.Where You Can Subscribe To Our Weekly UpdatesEmail SubscriptionSubstack Newsletter SubscriptionLinkedIn Newsletter SubscriptionLeave a comment:On this episode's Youtube Video_________________________________________________________________________________DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.Episode music was created using Loudly.