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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: TH who wrote (104183)7/30/2009 2:06:40 PM
From: John Vosilla4 Recommendations  Read Replies (1) of 110194
 
You must remember interest rates are very low, the curve very steep and small businesses going under at an alarming rate means the big boys still with access to capital pounce and gain market share equates to a net net win for them long term even if the total pie is down 10-25% for the next couple of years compared to the gogo years. Financing once readily available via BAC, JPM and CIT is gone. There is no hope for any major expenditure directly tied to RE coming back for a decade but anything else is fair game as being cyclical and light at the end of the tunnel.. For example Olive Garden/Darden still doing well while many small Italian restaurants in a world of hurt, Barnes and Noble is packed while the independent bookstore goes under, Best Buy the only big electronics retailer left with no competition,ect...
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