Consumer Demand is STILL collapsing!

The “New Normal” is affecting almost all businesses that are geared to the American consumer.  But the MSM (MainStream Media) is very simply missing that main and very significant story line, because no one (especially economists) wants to admit the obvious:

#1 The US Housing Market is totally wrecked and will NOT recover for over twenty years, as clearly indicated by the following bad news from the premier maker of bathroom and kitchen fixtures, i.e. Masco sales are continuing to collapse, even five years after the top of the housing market implosion. 

Are the economists really so blind that they can not see that it is different this time and that this is not a cyclical business down-turn, but rather a secular collapse brought on by the Super Tsunami “Kondratieff” Long-Wave that STILL HAS TWO more waves, with which to bury ALL the world’s economies? 

Apparently, so!

They will totally prove their uselessness when they will crow and pontificate endlessly in early to mid 2013 when the housing sales price numbers will turn up, but remember (as we explained in depth in our Market Review, Quarterly Updates and on these Blogs) that upturn will be in ONLY absolute terms and NOT in ‘inflation adjusted’ terms! 

And it is raging, out of control inflation that is soon to wreck this party of those “who can not see” and those “who can not hear” and those “who do not understand!”  

#2 Aggregate Consumer Demand is dropping straight across the board, as most clearly indicated by the following disaster, at a business that does depend TOTALLY on consumer discretionary spending and was once judged to be a ‘bellweather’ and a very strong indicator of the American consumer’s (Debt Crazed Buying Fanatic) congenital urge to buy useless and worthless and overpriced ‘stuff,’ that is now going the way of so many other American icons.

#3 The wealthy rich of the Financial and banking sectors (who live primarily in New York City, LA, Chicago, Hartford, Charlotte, Atlanta and other money centers) whose buts were saved - because their businesses were saved with total bailouts and loans of over $20,000,000,000,000 - are doing extremely well and WILL do much, much better than all other Americans as this United States of America continues to sink.

Are you and your company ready for the TOTALLY false stock rallies of late 2012 and 2013, which will be very similar to the three TOTALLY false stock rallies of the late 60’s and 72, by which the American DCBF (Debt Crazed Buying Fanatic) will then be brazenly persuaded by the pundits and sycophants on MSM to believe that all is well and the economy is on the mend, when it is still sinking?

For, with these rallies later this year and early next the DCBF will go out  on their forever last huge buying surge, before they and most American companies are TOTALLY obliterated and swept away by ONLY the second wave of the Super Tsunami “Kondratieff” Long-Waves?

And when you and your company do see the systemic affect and the ultimate effect of the second wave, just wait and see what the third wave of the Super Tsunami "Kondratieff" Long-Wave will wrack on this country and the entire world!  

Avon Products Climbs on Plan to Cut Jobs

Bloomberg: By Lauren Coleman-Lochner - Feb 14, 2012 10:34 AM ET

“. . . Chief Financial Officer Kimberly Ross said today on a conference call that the company has opportunities to reduce its headcount immediately. Avon is working with McKinsey & Co. to restructure its global operations and cut costs in North America, . . . . . . . Avon said sales declined and costs increased during the quarter amid higher distribution expenses.

“Avon cannot begin to improve worsening fundamentals resulting from a disadvantaged business model, a disenfranchised representative base, and years of underinvestment,” Mark Astrachan, an analyst at Stifel Nicolaus & Co. in New York, said today in note to investors. . . “

Sector Trends: Masco Leading Housing Stocks Lower (MAS, HOV, RYL, WY)

(RTTNews) -  2/14/2012 11:21 AM ET

"Housing stocks are seeing considerable weakness during trading on Tuesday . . .

The losses by housing stocks have resulted in a 2.4 percent drop by the Philadelphia Housing Sector Index, which is pulling back off its best closing level in well over a year.

Masco (MAS) is turning in one of the housing sector's worst performances, with the building products maker down by 13 percent after ending Monday's trading at an eight-month closing high.

The pullback by Masco comes after the company reported a wider than expected fourth quarter loss on weaker than expected revenue growth. . . .”