According to @KobeissiLetter, traders should watch for headlines indicating Buy Now, Pay Later usage hitting new highs on Black Friday and Cyber Monday as consumers lean on debt to offset inflation, a signal of consumer leverage risk that can influence positioning in fintech, retail, and credit-sensitive assets, source: @KobeissiLetter tweet dated Nov 29, 2025. Actionable focus for volatility: monitor BNPL-exposed names and disclosures along with retail updates and credit spread moves, and track potential spillover into overall risk appetite in equities and crypto during U.S. retail headline windows, source: @KobeissiLetter tweet dated Nov 29, 2025.