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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (5407)	5/3/2004 11:03:45 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 116555

easy money has led to tremendous overexpansion in retail around my area an unneeded Lowes home supply and an unneeded Barney Noble bookstore we got a Home Depot down the road under a mile away we got a Borders Books less than a 1/4-mile away I doubt WalMart overexpands they are a smart well-run company when I was at Staples, we had a guest speaker at our annual employee staff conference some longstanding CFO strong research, strong IT, strong leadership if they expand, they kill competition like WinnDixie and KMart, and Marshalls, and Ames, etc easy money on loans sign of times in 2005-2006, big pullbacks coming / jim