I sometimes think I live in a different planet than some people. My friend Cody, for instance, lives in a very different economic world...
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Far be it from me to say "I told you so," but . . . A roundup of all the same store sales data shows that holiday sales were a...
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Someone asked me how I can believe Holiday sales increases can be in the 3 to 4% range when I don’t buy the NRF data. The answer is...
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The WSJ agrees that one cannot determine actual sales from a sentiment report: Here’s how the NRF’s polling company,...
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A key part of my Bearish thesis for 2006 has been that as interest rates tick up, the Real Estate cylinder in the economic engine will...
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You folks posted alot of good comments yesterday following the discussion on increased Credit Card usage in the mixed retail post. Enough...
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Today’s morning missive was picked up by Dow Jones Market Talk: 11/28 11:21A More To Holiday Sales Than A Few Phone...
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There are few things that make us more annoyed than bad data, lazy thinking or poor analysis. This weekend, the National Retail...
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A quick note on the start of the holiday shopping season. Three elements are apparent: 1) Data shows a (slightly) softer start to the...
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Tony Crescenzi came up with this list of net positives for the shopping season; He calls these factors likely to boost holiday sales this...
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