I don't know how to break this to you, but we might have to start paying attention to

commodities.

Motley Full Money starts now.

I'm Chris Hill joining me today, Motley Full Senior Analyst, Asa Charma.

Thanks for being here.

Chris, thank you for having me.

So we got past Black Friday.

We got past Cyber Monday and the headlines are good.

The headlines are what you want them to be.

It's record sales.

Why do I feel so uneasy, Asa?

Because in the past, when we've had a really strong Black Friday and a really strong Cyber

Monday, more often than not, that bodes well for the entire holiday retail season.

And I feel like that is not the case this time.

I feel uneasy too, Chris.

So let me break this into a two-part answer.

The first part, I believe, is simply a maturing of the expectations game.

This few days of e-commerce has become so widespread and prevalent embedded in our system that

we just expect that we're going to see deals during this time period.

So there's some pulling forward, pulling backward of purchasing that's going on.

I noted in something, you sent me today that Adobe reflected that much of the purchases

can be associated with the upcoming holiday season as you'd expect.

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