A bullish contradiction π
What consumers are doing is far more bullish than what they're saying π
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F28ad39a9-7f27-440d-863f-c95380ec14af_600x450.png)
Despite widely-reported disruptions tied to Omicron and frustrations about inflation, the U.S. economy continues to perform very well.
Retail sales in January jumped by 3.8% from December to $649.8 billion. This was much better than the 2% increase expected by economists. This was the biggest jump since March 2021, when stimulus cheβ¦
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