Supertake
Illustration for K-Shape Coping Economy

K-Shape Coping Economy

Clay Norris@claynorris

+4.7%

since Oct 1

Practice

The idea

I believe the economy keeps splitting into a K rather than reverting to a healthy middle, so this take owns both ends plus the coping mechanisms in between. Biggest weights sit in aesthetics and self-care (the clearest public bet on looksmaxxing and at-home DIY results) and cheap-dopamine platforms with real cash flow, alongside smaller sleeves for luxury, discount retail, and loneliness and family tech like pets and fertility. No single stock dominates, a small cash buffer is kept aside, and the horizon is years not months.

What it owns

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  • Cash6%