Market Mad House

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

The Incredibly Shrinking Revenues

Grocery Wars

How Long Can Proctor & Gamble Survive?

This means Proctor & Gamble is now in the midst of an experiment. The experiment is, can a brand be sustained without massive amounts of advertising. Nobody really knows the answer but the future of P&G is riding on the outcome. That makes Proctor & Gamble a far riskier investment than it was, because the value of its main assets; the brands, is either slowly disappearing or growing in the Age of Amazon.

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The Death Spiral

Disastrous Holiday Season Looming for Retailers

Investors should pay close attention to what happens at Target and Macy’s this holiday season. Their performance; or lack of it, might show us where American retail is going and what effect Amazon is really having on the market.

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Market Insanity

Apache can Oil Companies Make Money?

Naturally many investors will wonder if this horror story makes Apache a value investment. After all it owns a lot of oil, which puts it in a good position if prices ever recover. All that natural gas is potentially valuable too with the United States exporting LNG and natural gas becoming the fuel of choice in power plants.

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