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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (69537)9/8/2006 5:54:21 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Again, this taco fast food indicator, is mostly late receiver Brazil Americans (BA). No argument from me that they are being butchered.
xanga.com

But why is the question? Answer: high costs and inflation, with debt service issues just aggrevating their plight. The inflation impact on BA is Pig Man, Bully induced, they have almost all the wealth and money firepower.



To: mishedlo who wrote (69537)9/8/2006 7:00:52 PM
From: Box-By-The-Riviera™  Read Replies (2) | Respond to of 110194
 
you don't have a clue how the restaurant business works, and your picks so far support absolutely nothing.

for early stage indicators, watch their suppliers. your trying to find mid and late stage indicators by looking at some version of a parking lot. totally false.

i won't tell you who the suppliers are. you can dig them up.

do a little homework before you open your plagerizing mouth for a change. or is that just totally impossible for you?



To: mishedlo who wrote (69537)9/8/2006 8:44:09 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 110194
 
secondly, look at the same store sales reports for various low end and mid tier chains. that might help.

you know what those are right?

you could calibrate fixed costs vs. rising costs for an impact on profits as well, and guess quite well, where the suffering may also lie regardless of customer count. i.e. gross margin impingement. that coupled with declining avg checks would be a double whammy, but until you extrapolite the greater influence on the bottom line, you still have nothing, as a barometer, let alone a thought.

your buddy writes stuff like hussman my ass. gfy!

you are one little bizarre shroom. btw.. what positions did you hold at those banks you list on your very vague blog resume????? you've never answered that question. we know about the flower shoots. lovely. btw... you could lose a few pounds. stop going to wendy's or dell taco or where ever it is. you look like a potential drag on the health care system. you could however, start a blob in place of your blog. that, certainly hands down, would put your talents into a reasonable context. i'll pay 99 cents for that. yearly.