Market Mad House

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

DLTR

The Death Spiral

Falling Apparel Sales Show Income Inequality Hurting Retailers

It looks as if basic retail and our economy could be in serious trouble. The present economic policies in the United States are not looking good and need to be changed now before we see large-scale collapse in many sectors.

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Long Ideas

Dollar General: a Surprising Retail Success Story

If that wasn’t enough, the amount of Dollar General’s revenue growth actually exceeded that of Target. The numbers indicate that Target’s TTM revenue increased by $1.46 billion between April 2014 and April 2015, rising from $71.23 billion in 2014 to $72.69 billion in 2015.

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Long Ideas

How Investors Can Take Advantage of Income Inequality

Basically, any company that offers high-quality merchandise or a high level of convenience at a good price is poised to profit in this economy. People want to save as much money as possible, but they don’t want to think of themselves as “poor”; income inequality, which makes people conscious of poverty, drives this trend.

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Market Insanity

More Dollar Store Insanity

Dollar General is doing well right now, but the geniuses at its headquarters have figured out how to wreck the company: spend a fortune acquiring a failing rival for no reason. Worse, that acquisition would require them to essentially gut a successful existing business for dubious gains.

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