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coolhand's Account Talk
- Thread starter coolhand
- Start date
coolhand
Well-known member
hessian
Member
Hi Coolhand,
Interesting chart, and one that may confirm fundamentals - what fundamentals? - well let's talk "Main street!"
I noted yesterday that my local Jeep Dealership is closing next week (they said that insufficient new inventory (vehicles) were being provided - no new products (and the lot was sparse of vehicles). Mind you, this was a Ford/ Isuzu/GM/Chrysler/Jeep dealership, and service center. Moreover, today, I went to my local supermarket, and for the first time I saw MANY, EMPTY shelves! Again, inventory is not being resupplied/lacking! -(suggesting that they may be closing as well?)
Now, I realize this is a repeating story in many areas of the country - but this is in the suburbs outside of DC!
I'm seeing a HUGE disconnect here (as other areas of the country prior) - where there seems to be a disconnect btwn "Main Street" and "Wall Street", - where also supposedly, according to KB Homes, KB said that they are returning to "the DC area for new construction" due to facts as they reported , that "economic conditions" have returned "and "recession is over".
Sorry, if this seems a thread hijack, but it seems to confirm your chart, (or I had to express my confusion) - just looking for any shade of hope/explanation!
VR
Interesting chart, and one that may confirm fundamentals - what fundamentals? - well let's talk "Main street!"
I noted yesterday that my local Jeep Dealership is closing next week (they said that insufficient new inventory (vehicles) were being provided - no new products (and the lot was sparse of vehicles). Mind you, this was a Ford/ Isuzu/GM/Chrysler/Jeep dealership, and service center. Moreover, today, I went to my local supermarket, and for the first time I saw MANY, EMPTY shelves! Again, inventory is not being resupplied/lacking! -(suggesting that they may be closing as well?)
Now, I realize this is a repeating story in many areas of the country - but this is in the suburbs outside of DC!
I'm seeing a HUGE disconnect here (as other areas of the country prior) - where there seems to be a disconnect btwn "Main Street" and "Wall Street", - where also supposedly, according to KB Homes, KB said that they are returning to "the DC area for new construction" due to facts as they reported , that "economic conditions" have returned "and "recession is over".
Sorry, if this seems a thread hijack, but it seems to confirm your chart, (or I had to express my confusion) - just looking for any shade of hope/explanation!
VR
coolhand
Well-known member
I can't say that I'm seeing that much distortion in the economy in my area. I can understand an auto dealership closing, but for a supermarket to not stock shelves? That's a little unsettling. Is this a large chain store?
hessian
Member
Hey Coolhand,
A large chain store, yes - a Safeway - but a medium sized store. Hard to say whether they'll go.
The Dealership reassured me last week (I was in for service) that their service dept. would be fine, and they'd all continue being employed there. Obviously is thing turned on a dime!.:worried:
VR
Last edited:
coolhand
Well-known member
The last link seems to indicate that strip mall stores are most at risk.
http://www.forbes.com/feeds/ap/2009...s-supermarkets-ahead-of-the-bell_6874669.html
http://www.kcchronicle.com/articles/2009/09/14/11505332/index.xml
http://www.denverpost.com/business/ci_13345254
coolhand
Well-known member
This is in-line with my own thoughts.
http://www.briefing.com/GeneralCont...me=Investor&ArticleId=NS20090922085320PageOne
http://www.briefing.com/GeneralCont...me=Investor&ArticleId=NS20090922085320PageOne
coolhand
Well-known member
Hey BT! Our friend stickan has posted another gem! You'll like this one. 
http://www.traders-talk.com/mb2/index.php?showtopic=111273
http://www.traders-talk.com/mb2/index.php?showtopic=111273
coolhand
Well-known member
Viva_La_Migra
Well-known member
I'm curious. Why do you always refer to 1982?
Birchtree
Well-known member
Most people date August 1982 as the beginning of a secular bull market that lasted until 2000. Others date the beginning back to 1974. My first wild ride back in 1982 caught me unawares - I mean I knew the bull was coming I just didn't know what to do with him when I had the horns. I eventually realized that as one gets older it is better to stand in the back of the bull not in front. Thus my penchant for superlative bull manure. Jeffrey Hirsch has studied past cyclical bulls trapped in secular bears. In those instances, the Dow rose by only 35% on average, going back to 1929. By comparison, cyclical rallies within secular bull markets have typically pushed stocks higher by 110%. For the record, the Dow is up 50% in the current bull market. And I know how to handle this ride and I'm investing accordingly.
