Retail Follow Up
I am meetings this morning, but I needed to get a quick follow up to yesterday’s Retail data. It was mixed, with a negative bias...
“This is a bullshit rally!”
Fascinating and instructive conversation with a few of our traders/clients this afternoon, including a hedge fund momentum gunner who...
Economic Research and Retail Shopping
Mrs. Big Picture is smart enough to know that when she wants to go shopping, she best not call it that if she wants me to come along. So...
Retail Day !
Today is Retail Day. Let’s stick with that theme. Wal-Mart (WMT) surprised to the upside, event though they were widely projected...
Top 100 Retailers
Last week, we asked, How’s Retail doing?. Yesterday, we visited the subject of Borrowing & Spending. Today, as we hear...
Borrowing & Spending
We recently looked at how Retail was doing. Given the noise yesterday from Home Depot (HD) and Sears Holdings (SHLD), warning about poor...
Music Sales Fall for 7th Consecutive Year
We now enter the 7th year of CD sale declines, and nary a person in the industry is willing to speaketh the truth (‘cepting Lefsetz...
How Is Retail Doing?
One of the more interesting issues facing investors is what I call the Bifurcation Quandry: It seems where ever you look, everything has...
Knights of the round table: mapping out the markets
Prieur du Plessis put together an excellent roundtable discussion about the global economy, markets, equities, inflation, bonds, housing,...
The NYC Profit Calculator
This is way cool: The Profit Calculator. New York Magazine has a way cool online section on the econ omics of different NYC...