Just an observation — and of course only a small sample size



In fact, it was the strongest consumer demand I’ve personally ever witnessed

The Nike store had a line of over 100 people deep — so bad I found the product in their app while in line, and left with an online order I overpaid for instead

I had to wait outside Gucci because it was at capacity

The entire outlet mall itself was mobbed with people parking literally anywhere so they could to go and shop

I see consumers feverishly getting themselves in debt

I don’t know why, but the pandemic caused an insane spending bug in a lot of consumers

This is not going to end well

But it definitely hasn’t happened quite yet
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