I’m afraid we are beginning to see the consequences of consumer restraint due to economic uncertainty, and the impact of tariffs. It’s a perfect storm. It took a while for the effects to start showing, and I believe we haven’t yet seen the worst. I have a small investment across several retailers, now it seems that it wasn’t the diversification I hoped it was. I’m not sure which stock I should hold on to, or if I should ditch the whole retail portfolio.
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