the american consumer finally hit a wall... r we moving to 'value' now?

retail sales just came in at a flat 0.0% for december and its giving me 2009 vibes lol. wall street was expecting a 0.4% expansion so this is a pretty huge miss. it feels like the inflation cushion is finally gone and people r just buying the essentials.

im noticing a huge rotation into stuff like walmart and consumer staples while tech stays volatile. im trying to audit my portfolio to see how many discretionary stocks im holding that r about to get crushed if this trend continues.

how r u guys protecting ur gains? or r u betting that the fed is gonna cut rates even faster now to save the consumer??