liquidations

Is The Dam Bursting?

By |2015-05-14T11:52:16-04:00May 14th, 2015|Economy, Federal Reserve/Monetary Policy, Markets|

The fact that these deficient economic estimates continue in April instead of the forecasted and pleaded rebound has raised more serious concerns even among those most loyal to the mainline tendencies. It is getting more difficult to deny that there is a major economic problem brewing, one which may already be rather severe despite the fact that the heaviest pressures [...]

The Old School Ingredients

By |2015-04-14T15:27:29-04:00April 14th, 2015|Economy, Federal Reserve/Monetary Policy, Markets|

For the most part, retailers have been far more cautious about inventory than their wholesale counterparts. I don’t doubt that those two processes are actually related, with the inventory appetite swinging to wholesalers almost by default, but circumstances now dictate either a conscious break with that conduct or a convergence. With inventories already far too deep on the wholesale level, [...]

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