Market Mad House

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

The Retail Apocalypse

Grocery Wars

Is Target Surviving the Retail Apocalypse?

Wayfair hurts Target because each of its orders represents one shopping trip a customer did not make to the mall or shopping center. I think Wayfair and Amazon’s growth, shows Americans are getting out of the shopping habit.

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The Junk Pile

JC Penney Dies as the Retail Apocalypse Grows

Thus we can safely describe JC Penney as a zombie of the retail apocalypse. Conversely, JC Penney is a zombie that makes money.

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Market Commentary

Several Really Scary Economic Trends in the United States

Disturbingly some of these developments indicate that we might soon face a drop off in economic activity rivaling that of the Great Depression.

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The Death Spiral

The Retail Apocalypse: It’s Far Worse than You Think

A side of effect of shrinking incomes is the dramatic increase in aggressive discounting. Discounters grow because they can offer lower prices. When they reach a certain size, discounters get enough leverage to force suppliers to lower costs, which makes even deeper discounts possible.

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