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  • Consumer Confidence Down, Time to Buy Retail - Barron's [View article]
    The "trend back to consumerism"?! Did I miss the countertrend or did it happen only in JPM's CDO-fueled hallucinations? Mall REITs? Man, I've heard of contrarian thinking but this one takes the cake. Where are malls located? Suburbia. How do people get around in suburbia? They drive private autos that burn gasoline. What do people use to buy things at malls? Credit cards and HELOCs. You have to be a bull with balls the size of the moon to want this stuff.
    Jun 01 19:19 pm |Rating: 0 0 |Link to Comment
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