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...
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...
Apple iTunes outsells Amazon and Target
> Startling: Apple’s iTunes online store has become the 3rd largest music retailer in the U.S. in Q1 2007. According to a...
Home Depot has Money for Buybacks, but not Service?
> Rant mode on: As I mentioned previously, we moved a few months ago, selling one overpriced house and buying another. This means that...
Commerce Retail Sales Data: Beware Gas Inflation
Yesterday, we looked at the abysmal Same Store Sales data (Retail Sales = Hard Landing ?) Today, we will get the Commerce...