CNBC's Jim Cramer on Thursday examined consumer behavior before and after the pandemic, stressing the topic can be tricky to rationalize, but important to understanding and predicting market trends.
"I get it, there's endless pontification about what the consumer is up to, because we're in a consumer led, service-oriented economy," Cramer said. "But sometimes you have to recognize that we just don't have a bead on the consumer, and we can't force some interpretation on a confusing set of facts, because that's how you end up losing money.
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