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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: ggersh who wrote (56386)10/26/2014 4:48:30 AM
From: maceng21 Recommendation

Recommended By
sense

  Read Replies (1) | Respond to of 71475
 
Retail is f**ked. This says it all

thisismoney.co.uk

So you gotta wonder why was it worth so much in the past?

Well back then consumers had money to burn and didn't mind being overcharged by expensive chit hole retailers like Tesco and Boots, darlings of the investors who wanted to buy "quality stocks". Now consumers have no money left they do mind, they mind loads, so they go to hold their noses to the social stigma of going down market and shop at Lidl and Aldi.

Just as well, the quality offered by the likes of Aldi and Lidl is often better besides filling your shopping basket for about half the price.

So what evidence is out there that stocks are not yet fully valued?

The B/S is over, only Wallstreet has not yet realised it.

When the consumer has had a pay rise, and has money to spend, then stock valuations can increase in reality. That sounds like some inflation has to kick in to me. Since when have savers (investors) been unimportant in economic history? So until that scenario is dealt with there is only mass delusion, nothing else.

Just thinking about all this, the likes of Amazon could implode with such force it could act like a detonator to the whole market. I guess that's an interesting thought for the day traders.

Stocks, especially the retailers, need some tapering for things to stay safe.

The word "taper" is not a safe word to use there days. -g-