Market Mad House

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

JC Penney (NYSE: JCP)

The Death Spiral

Will the Retail Apocalypse Kill Department Stores?

The retail apocalypse is about to get far worse and the great American institution known as department stores might soon be history. Take your children to the mall and the department stores now so they can say they saw one. You might not have a chance to show them those palaces of retail in just a few years.

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The Death Spiral

Wet Seal Proves the Retail Apocalypse is Far Worse than we thought

A troubling question that needs to be asked here is income inequality to blame for Wet Seal’s demise? Did it collapse because middle class teens simply lacked the cash to buy its clothes?

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The Death Spiral

Companies that Might Disappear in 2017

With the great retail die off heating off, many investors are wondering what companies will disappear next. Here is a list of companies in several industries that might vanish over the next year or so.

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Market Insanity

Investments to Dump in 2017

Gold, gold futures and gold-based ETFs. The precious metal went on a roller-coaster ride in 2016 rising to a high of $1,366.54 an ounce on July 7, but falling to a low of $1,128.90 on December 20, 2016. That is likely to be reported in 2017 with many investors taking big losses. Sinking currency prices in India and China are likely to drive gold prices by reducing the buying power of gold investors in major markets.

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Politics

The Retail Jobs Apocalypse Might Doom Trump’s Jobs Agenda

Sooner or later, Trump will have to face the retail-jobs apocalypse, particularly if he wants to get reelected. Although dealing with it might doom his administration, because it might expose just how ineffective his policies might be and how hollow his promises seem.

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The Death Spiral

Sears Investors are about to get Burned…. again possibly by a Kmart REIT

Investors need to say away from a potential Kmart REIT like anything Lampert touches it will lose money. It looks as if another group of investors are about to get burned by another lousy Lampert stock.

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Market Insanity

Dollar Tree’s big Gamble on Family Dollar Pays off or Does It?

My take is that both Dollar Tree and Dollar General are overpriced stocks. Dollar Tree is a slightly safer investment because it has more cash but neither is a good long-term investment. The market they are in is simply too competitive and unstable to support their business models.

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The Death Spiral

Treading Water is good; JC Penney demonstrates how Awful Retail is

JC Penney (NYSE: JCP) is demonstrating how awful things are for brick and mortar retail with its revenues. Tiny revenue

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Long IdeasStocksThrift

TJX Profiting from Income Inequality

That indicates we could be moving towards a serious disconnect in American retail; with upper-income Americans shopping at Amazon (NASDAQ: AMZN), while the increasingly cash-strapped working class turns to brick and mortar discounters. This could be a huge opportunity for investors that can identify which retailers are best-positioned to take advantage of this trend.

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Long IdeasMarket Commentary

Synchrony Financial Are Private Label Credit Cards a Value?

Despite that Synchrony is capable of significant revenue growth. The company reported revenues of $7.988 billion in September 2014 that grew to $9.84 billion in December 2014, $10.29 billion in December 2015 and $10.41 billion in December 2015. Synchrony’s business is still expanding despite all the changes in the credit card industry, which is better than you can say for American Express (NYSE: AXP).

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