Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Jim Willie CB who wrote (5400)	5/2/2004 10:20:58 PM
From: mishedlo	Read Replies (1) of 116555

JW I am wondering if it is just overexpansion! Think about the implications of that. Every company WMT WinnDixie MCD HD Lowes, etc etc etc etc etc etc All striving for market share and overexpanding so much that in any slowdown (one coming up?) none of them can make any frigging money. Perhaps WinnDixie already hit the brick wall in some areas. Who is next? You would not believe the number of HD's Lowes Menards and especially grocery stores being built around here. Amazing stuff. There is going to be one hell of a shakeout when the music stops. Thoughts? M

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