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  • RIP: Retail Stores Closed in 2009  [View article]
    I think Pep Boys (PBY) closed or sold off several outlets, but it's not listed.
    Nov 21 14:36 pm |Rating: 0 0 |Link to Comment
  • Report from Europe: Bulls Back in Control as G20 Agree on Nothing [View article]
    "But (and this is a very BIG but), just as soon as the Fed indicates that it will need to begin raising interest rates, the US$ carry trade will need to be unwound before the spreads go negative."

    But all that has to happen is for foreigners (perhaps involuntarily, as Julian Robertson has suggested) to lighten up on their Treasury-buying and that will push the interest rate up, indirectly.
    Nov 09 14:40 pm |Rating: 0 0 |Link to Comment
  • Weak Consumer Spending - Get Used to It [View article]
    "Many are technically insolvent, their assets now worth less than their debts. And the three Ds come into play: a downturn leads to debt deflation, deleveraging, and ultimately depression. The D-Process is what truly separates depression from recession and why I have said we are living through a depression with a small ‘d’ right now."

    Absolutely: the recession is over; the depression has begun. (Debt-driven delevering and defaulting dominoes.)
    Aug 17 05:12 am |Rating: +1 0 |Link to Comment
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