As Black Friday is here, investors are sifting through a mixed macroeconomic picture marked by conflicting signals on inflation and consumer resilience. While the broader market anticipates a holiday spending surge, Louis Navellier, founder and CIO of Navellier & Associates, is advocating for a highly concentrated portfolio strategy.The ‘Two-Stock’ Retail PortfolioIn an exclusive conversation with Benzinga on the Black Friday and fourth-quarter outlook, Navellier warns that the “K-shaped” recovery is forcin ...