Affordability and stingier consumer spending are some of the key themes in macro headlines today, and though the stock market is up double digits in 2025, we should expect these headwinds to continue well into 2026. Watch out, in particular, for consumer discretionary stocks thatWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the ...