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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (69650)9/13/2006 5:21:07 PM
From: Perspective  Read Replies (3) of 110194
 
So, does anybody have any clue why the retailers are on fire here?

stockcharts.com

They've had one incredible month. Is this just the hedgefund play-du-jour? Is retail really exploding, or is it just the least of evils at work here? I keep saying, this is going to be a consumer-led recession - well, if this is any indication of the consumer's health, it would seem to be that I'm a little early on connecting the real estate bubble to a looming downturn in consumer purchasing power.

BC
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