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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A quick heads up: I will be on Kudlow & Company tonite at 5:00 pm. Its for at least two segments of the show, discussing...
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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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Our discussion of Credit Card usage leads us review this: Since 2000, American households have spent more than they earned – a...
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I always try to post a "How-To" on Sundays, as the slower pace of the weekend allows for some quiet contemplation. Given the...
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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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The usually terrific Floyd Norris puts forth an interesting but somewhat flawed thesis in Friday’s NYT about Gold; it has some odd...
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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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