Saturday, October 28, 2017

More Big Name Retailers Going Down



This Kondratieff Secular Wave promises to totally and completely remake America 's Retail Landscape.

The question now is, "Which Retailers will survive?

Following from:

https://www.retaildive.com/news/neiman-marcus-talbots-and-lands-end-among-those-added-to-new-fitch-watch/507886/\


"...Those retailers on the secondary list were: Neiman Marcus (with a total outstanding loan balance of $2.8 billion), Academy Sports ($1.69 billion), J. Crew ($1.37 billion), Fullbeauty Brands ($1.17 billion), Savers Inc. ($679 million), Talbots ($585 million), Land’s End ($498.3 million), Bluestem Brands ($471.4 million), Spencer Spirit Holdings ($454 million), Cole Haan ($309 million) and Indra Holdings ($245 mil)..."

Tuesday, October 24, 2017

Death of Retail -- it is the Kondratieff Wave Stupid!!!



Hey Folks,

Per our many warnings over the years, it is now becoming obvious to very nearly everybody that the Retail Landscape has forever changed in America.

http://www.businessinsider.com/list-stores-closing-2017-9

View the visible carnage in Retail America at this article on Business Insider:

http://www.businessinsider.com/the-american-retail-apocalypse-in-photos-2017-3

"...These haunting photos of the retail apocalypse reveal a new normal in America

Clothing strewn on the ground at a Manhattan JCPenney — a common sign at struggling retailers across the industry.Joe Avella
The retail apocalypse has descended on America.
More than 6,400 stores are expected to close across the country this year.
Department stores like Macy's, Sears, and JCPenney, and retailers including BCBG, Abercrombie & Fitch, and Bebe have decided to close dozens of stores.
Walking through a mall in 2017 is like walking through a graveyard.
Here's photographic evidence that a retail apocalypse is hitting the US hard.... "


The question now is what does it all mean?

And all the reputed experts are giving a myriad of reasons all of which are probably correct in a Meta or Micro analysis.

But by ignoring Secular Wave Cycles of consumption -  as driven by consumer confidence and enthusiasm - they are all totally missing the point in any competently structured Economic Analysis.

Namely, it is the Kondratieff Wave Stupid!!!   

Monday, October 9, 2017

Apocalyptic America

The End of America 

As seen from the eyes of the next generation of Americans, our country's decline is nothing but a cartoon-scape of fun and devilment gone bizarrely insane.

For anyone who has ever doubted that this country's decline is memorial and accelerating, read this trash from the East Coast NYT's * that chronicles the younger trash from the West Coast making a joke of our National Demise.

http://nymag.com/selectall/2017/10/museum-of-ice-cream-maryellis-bunn.html

* See my Post from 11/21/16 that exposes this filthy Yellow Rag's complicity in the Vietnam Fiasco, by falsely creating the scenario to embark on an ILLEGAL War that then claimed the lives of over 57,000 young Americans, and grievously wounded over 350,000 young Americans, and killed over 5,000,000 Vietnamese, and wounded over 10,000,000 more - even up until today, when unsuspecting children and farmers encounter unexploded ordinance from that ILLEGAL War