Amazon: Guidance Miracle Is Not in the Cards [View article]
Back when AMZN was 35 bucks a share in 07 I shorted it based on similar reasoning, and that sob went triple digit on me. I'll be a put buyer in amazon eventually, but not right now.
Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour [View article]
Actually, UA looks like a great short. But in reality, anything that touches a consumer is going to be a great short. UA is no crocs but margins are going to evaporate along with consumer wallets
Amazon: Guidance Miracle Is Not in the Cards [View article]
Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour [View article]