Market Mad House

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

Macy’s (NYSE: M)

Long Ideas

Amazon Moves Closer to Total Retail Domination

The incredible momentum has made Amazon America’s dominant retailer. It is setting the trends for the industry and effectively dictating some aspects of business practice such as prices and return policy to brick and mortar competitors.

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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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Opportunities

Can Amazon Stop Growing?

Amazon’s revenue growth for 2016 now exceeds the total revenues for Alibaba (NYSE: BABA); which reported $21.48 billion in revenue on December 31, 2016. The revenue Amazon added in 2016 is also larger than all of Macy’s (NYSE: M) revenues; which were $26.31 billion on October 31, 2016.

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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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The Death Spiral

Holiday Season of Pain begins – Macy’s to lay off 10,100 Sears Closings Accelerate

Those closures are addition to 46 shutdowns the company had announced internally on December 27. If these reports are true, Sears might be closing 196 stores. That’s more than 10% of Sears’ footprint, it currently operates around 1,500 stores.

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The Death Spiral

Stocks to Dump in 2017

That means there are some equities you should throw out of your portfolio right now. Disturbingly some big names; that were once among the best and brightest in stocks, are now among the deadwood you need to jettison.

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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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Grocery Wars

The Retail Jobs Apocalypse is here

Hundreds of thousands of retail jobs are vanishing before our eyes.

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The Death Spiral

Sears it’s Worse than We Thought

The revenue shrinkage at Sears is incredible, if it keeps up the retail icon might soon be smaller than dollar stores and rival department store operators.

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