22V Research recommends buying consumer-discretionary stocks despite mixed retail performance on Black Friday. SPDR S&P Retail ETF closed 0.1% lower, but sector expected to benefit from improved business fundamentals and macroeconomic conditions. Labor market risks, tariffs, and lower end consumer headwinds fading, according to strategists led by Dennis DeBusschere.

Read more at Barron’s: It’s Time to Own Discretionary Stocks, 22V Research Says