Ann: Pause in trading, page-11

Hmmmm, be careful. Rising inflation and interest rates points to less spending going forward. That doesn't bode well for these players.
Sometimes when a politician wins an election, it doesn't mean that he or she is a good politician. It can mean everyone is sick of the opposition.
BNPL was clearly hammered almost to death, and there's a bit of a sector rotation back into it from other sectors that have overheated a bit.
These sort of "hot runs" can be dangerous to buy into.