Different retailers are performing differently:

Four major retailers — Walmart, Target, Home Depot and Lowe’s — reported quarterly financial results this week, and they each offered a different perspective on where and how people are spending their money.

In a nutshell, regular retail like Walmart and Target are a disaster as regular consumers run into higher fuels costs and inflation.

Home Depot and Lowes however, are doing well as they service home builders, and Real Estate is strong as an investment as we head into massive inflation and a possible coming stock route.

These types of things are important to note for future reference as what you are mapping out is the flow of the effects of high fuel costs, as they move through the economy. It is very much like watching a tsunami move inland, and following the path it takes over the land, with an eye to where you will build your home in the future.