More Bad Data from the NRF?
I’m kinda dumfounded to see this issue come up time and again, but — there they go again: The National Retail Federation is once...
Massive Retail Roundup
No big linkfest this weekend due to holiday travel — but since there is such an enormous amount of discussion about Retail Sales...
Retail Sector Market Performance
TIcker Sense has a nice few charts up showing how the Markets (Thanksgiving Returns) and the Retail sector perform post Thanksgiving....
Buy Versus Rent Spreadsheet
One of the very cool things about Google Spreadsheets is how fully web integrated it is. The web side of it is not an afterthought, but...
Real Estate Sales Slump Generating Ugly Press
Yesterday’s Housing data is producing some pretty ugly headlines today; If the market chose to ignore the data, let me remind you...
What Does Wal-Mart’s Prescription Drug Plan Mean?
Retailing giant Wal-Mart announced a new program that will offer consumers $4 prescriptions for generic drugs (you can see the full list...
Why I think Cramer is Wrong on the Consumer
Jim’s Best Buy Bonanza discusses BBY’s quarter — as proof of the health of the U.S. consumer. I beg to differ. Every...
Back-to-School Sales
As we noted Friday, Retail has become a mixed picture at best: We’ve seen some good numbers from some stores thanks to a late...
Is a Housing Crisis Approaching?
Our conversation yesterday — and the weak Existing Home Sales data — lead us to an inevitable question: Is a Housing Crisis...
How We Got To This Point in the Housing Market
"Every time we’ve gone into a downturn in the home-building industry, they’ve always been longer and deeper than...