Keep Your Eye On Retail.
I believe that the key to this economy, is the retail shopper. Consumer sending, after all, in a normal year, represents over 2/3rds of the business activity in the nation.
But this year you can feel a decided cooling in the normally hottest time of the year for sales: This Holiday Shopping time.
Friday traditionally began the big consumer shopping spree, with Black Friday. As I understood the term, it was the time of the year, when stores and shops could rely on a major influx of buyers to make their income statements profitable. In other words to put them in the “Black.”
More episodes from ValueSide
The Biden Administration And The Supply Chain.
In a week and a half, the first 100 days of the new Biden Administration will come to an end. The sheer number of new initiatives has been impressive. Who can forget the picture of the new …
Jamie Diamon: Navigating Between Capitalism and Collectivism.
US Bankers are among the most adaptive and flexible businessmen and women in the world. They have to be, they operate in an ever-changing business environment and an ever-changing …
The Chinese Economy Overheats, While US Remains On Stimulus.
I don't ever recall a time when the world's two largest economies were headed in the opposite direction, as they are now.
Yesterday, both Bloomberg and the Financial Times reported that …
Archegos Capital, Act II Coming Up.
Over night we saw a lot of continuing news on the Archegos Capital Management Scandal. I call it a scandal because there is much to go around here.
…
Archegos Capital And The Constant Focus On Return.
It's been a long time since we've seriously heard someone on Wall Street speak of Capital Preservation. It's really not what people want to hear about.
Return is the topic of the day. And …
Special Report: The Payroll Numbers.
Additionally, many of the government bureaus which produce the economic reports that we rely on are also open this morning. Included in this group is the Bureau of Labor Statistics, which …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.