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 services
• How PCE data shows “survival spending,” not confidence
• Why Walmart, Target, Dollar General, and Dollar Tree earnings matter
• What “trading down” says about higher-income households
• Why smaller basket sizes are a major consumer warning sign
• How credit card debt and delinquencies fit into the bigger picture
• What this means for income investors watching inflation, margins, and cash flow
• This week’s Top 5 IINvestments going ex-dividend
• Portfolio updates, including FOXY, RNTY, and the new YieldMax YRAM position

If you like weekly market breakdowns with a dividend-income lens—and you want the version that reads ...