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Blake just identified three consumer companies that are mathematically doomed when wallets tighten.

He's targeting the first expenses people abandon when things get tight. Not groceries. Not utilities. The discretionary spending that evaporates instantly.

DoorDash DASH, Affirm AFRM, and Draft Kings DKNG are all flashing the same warning signals Blake watches for economic weakness. These aren't random picks. These are companies with fundamental cracks that widen the moment consumer spending slows.

Here's what makes these setups compelling:

• DoorDash: Negative 40 fixed charge coverage ratio. That means they're losing money and carrying 40 times their earnings in debt. Revenue and net income both sliding. When consumers tighten belts, paying $10-15 delivery fees for McDonald's disappears first.
• Affirm: The buy-now-pay-later model works until defaults hit. They're already losing money on lending before any serious economic stress. Fixed charge coverage at negative 12. Their three-year and five-year averages on net income? All negative.
• Draft Kings: Just hit 52-week lows on closing prices. Negative fixed charge coverage. Downtrending revenues. Blake's targeting a 20% drop from current levels. Sports betting is pure discretionary spending that vanishes when budgets tighten.

Blake's not just shorting weakness. He's structuring diagonal spreads that turn positive on time decay from day one. The setup lets you collect premium monthly while positioning for significant downside moves.

The beauty of his approach is the reward-risk ratios. On DraftKings alone, Blake's diagonal could deliver an 8-to-1 reward-risk by March if the stock simply stays flat. If it drops to his targets, the returns multiply.

These are the sectors that break first when economic pressure builds. Blake's getting positioned now before the obvious signals appear in headline data.

Video Length: 00:13:29

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