Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

The Death Spiral

The Death Spiral

Is Pioneer Natural Resources Doomed?

Pioneer Natural Resources (PXD) is growing. Pioneer will pay $6.4 billion to acquire DoublePoint Energy, The Houston Chronicle reports. The company will trade 27.2 million shares of its common stock, $1 billion in cash, and take on $900 million in debt to get 89% of DoublePoint.

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The Death Spiral

Can AMC (AMC) Survive Coronavirus?

When they are operating, movie theaters can make enormous amounts of money. By the Numbers estimates the US box office at $11.255 billion for 2020. However, that box office fell to $2.051 billion in 2020, but the US Box office rose to $966.033 million in 2021.

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The Death Spiral

Does Dick’s Sporting Goods show Brick and Mortar Retail Lives?

I suspect Dick’s Sporting Goods’ (DKS) revenues grew because the company sells products people use alone.

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The Death Spiral

Can Fox Corporation survive without Trump?

I think the Fox News viewership loss could be fatal because of the strategy at Fox Corporation (FOX).
 
Unlike its rivals; such as Disney (DIS), AT&T (T), and Comcast (CMCSA), Fox left entertainment.

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The Death Spiral

Can Travel Recover at Booking Holdings?

I think such low numbers are probable because of fear of coronavirus and quarantines, even with vaccines. Notably, many popular travel destinations are closed.

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The Death Spiral

How Much Money is Boeing Losing?

Given these conditions, I think Boeing (BA) will need to change its business to survive.

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The Death Spiral

Is Levi Strauss doomed?

Thus, Levi Strauss could be one of the most vulnerable companies to the pandemic. I think Levi Strauss lost money because COVID-19 closed workplaces and retail stores.

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The Death Spiral

Will Dollar Tree (DLTR) die and will Retail Collapse?

I think Dollar Tree could collapse because many of its customers could have no money because of the Coronavirus Depression. For instance, Statista estimates 10.74 million Americans were unemployed in November 2020. That number rose from 5.81 million in November 2019 and fell from 23.08 million in April 2020.   

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The Death Spiral

How Fast Can Macy’s (M) Die?

Macy’s quarterly revenues fell from $8.577 billion on 31 January 2020 to $3.148 billion on $3.727 billion on 31 July 2020. Macy’s began 2020 with an operating income of $560 million on 31 January.

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