Market Mad House

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

Sears Holdings (NASDAQ: SHLD)

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

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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The Death Spiral

How is Sears Staying in Business?

Sears stockholders had better sell off fast because the final round of the Sears death spiral seems to be beginning. It’ll be a miracle if Sears survives 2017 without bankruptcy or liquidation.

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Crazy Stocks

Lowe’s Business Grows as its’ Income Shrinks

Now we come to the $1 billion question; can Lowe’s growth continue? My short answer to that would be yes based on the changes in the retail landscape. There’s plenty of opportunity for growth in Lowe’s sphere and limited competition.

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The Death Spiral

Is Staples Close to Death?

Two interesting buyers would be Walmart and Amazon. Walmart would buy Staples for its brand and online market share. Amazon might be interested in Staples’ 1,600 brick and mortar locations as pickup points for merchandise. It needs such points to counter Walmart which has already opened 600 such pickup points.

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The Death Spiral

Is Seritage Growth Properties the Worst REIT in America?

This means that the only people who might make money off of Seritage are the owners of demolition companies. They at least will get a paycheck for tearing down all those old Sears and Kmart locations.

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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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