52 Week Low, page-42

Why are specialty retailers more susceptible to being sold as opposed to outperforming? APE didn't, LOV didn't, CTT didn't etc. Torrid is up 200% from the lows. Money is returning to the space, but hasn't to CCX yet. My guess is that it soon will.

I disagree with your timeline. 2023 was always going to be the tumultuous year given the economic cycle and bloated inventory position - and it certainly was. 2024 will be the recovery year.

It's not a perfect science by any means, but look at Google Trends when the term "recession" peaked - roughly June 2022. Smart money knew even before that. Hard to argue that the sentiment isn't priced in.

Market is now pricing in rate cuts within the next 6 months~. I really struggle to share with your view that 2024 will be tumultuous. Short of insolvency; I don't see any way it could be worse than 2023. In fact I have a much rosier outlook.

The volume being exchanged here, IMO, looks like your typical small holders selling their $4k parcels that are down 77% at 5 year lows and doing so purely so out of desperation.

Absolutely, to each their own. I guess it comes down to everyones own risk/reward and what they think the market is pricing in. Going against the grain has often made me the most money but they do say "the trend is your friend"...