Again, executives say the data is good while retail investors say the sky is falling. Who should we believe?
The stories CEOs tell don't match what we're actually seeing
6 trillion in consumer spending? Something's off, everyone around me is cutting losses
This gap between institutions and retail really needs some reflection
Executives speak with data in hand, we're crying for help in group chats
Feels like us retail investors are always the ones getting harvested
Can data lie or are we just too naive?
No matter how loudly the big influencers hype it up, retail investors are still taking losses. The gap is really wild.
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6 trillion? I don't feel it at all. My wallet is still flat broke.
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Here we go again. Executives tout good data, retail investors say the sky is falling. Who do you believe?
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Institutions and retail investors live in parallel worlds forever. Hilarious.
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Strong consumption my ass. Everyone around me is tightening their belts.
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This is the real information asymmetry, huh? Those with inside data are making a killing.
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Anyway, I trust the emotions on social media. That's the real-time stuff.
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Just listen to the executives' data, don't actually believe it.
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Wait, does this mean we were all wrong? That would be embarrassing.
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Bottom line, some people know the truth while we're kept in the dark.
いくつかの主要なプロジェクトチームは最近、業界会議で目を見張る主張を行いました：消費者支出は堅調であり、実際の弱さの兆候は見られないというものです。ある著名なCEOは、数週間前のポッドキャスト出演中に$6 兆ドルの年間消費者支出データへのアクセスを言及し、この仮説を強化しました。
一方、小口投資家は市場が崩壊していると確信しているようです。オンライン上の物語は、破滅的なシナリオや降伏のシグナルに支配されています。
ここでのギャップは何でしょうか：従来の知識が間違っているとしたら？これらの経営者が参照しているデータは、ソーシャルメディアのセンチメントが示唆するものとは全く異なるストーリーを語っているとしたら？機関レベルの支出指標と小口投資家の市場心理の間のギャップは、これまでにないほど広がっています。