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Retail: Shop Very Selectively For Opportunities


Consumption unlikely to gain steam due to a decline in real income and assets (real estate and stocks).

Household credit now equals almost 85% of GDP, posing a grave threat to consumption recovery.

Regulatory pressure to have big impact on the retail sector.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.