N********n
发帖数: 8363 | 1 A Mysterious Strength
For a little while now, the "splinter in my mind" had been the mysterious
strength of the U.S. consumer.
Part of the reason retail stocks saw such a mind-blowing, epic rise in the
early months of 2010 is because the strength and vitality of the U.S.
consumer was almost wholly unexpected.
Based on the earnings reports of various consumer retail companies, not even
the optimists could have expected such a full-blown "re-opening of the
wallet" like the one we just witnessed.
T |
m**********g
发帖数: 434 | 2 回光返照？
even
Hooray
【在 N********n 的大作中提到】
: A Mysterious Strength
: For a little while now, the "splinter in my mind" had been the mysterious
: strength of the U.S. consumer.
: Part of the reason retail stocks saw such a mind-blowing, epic rise in the
: early months of 2010 is because the strength and vitality of the U.S.
: consumer was almost wholly unexpected.
: Based on the earnings reports of various consumer retail companies, not even
: the optimists could have expected such a full-blown "re-opening of the
: wallet" like the one we just witnessed.
: T
|
N********n
发帖数: 8363 | 3
It's like those who sat down listening to the band playing while Titanic
was sinking, "Look the music is still on. It's not that bad."
【在 m**********g 的大作中提到】
: 回光返照？
:
: even
: Hooray
|
j*****h
发帖数: 3292 | 4 顶， 好文, 解释了我的部分困惑
周末去了outlet mall, 想买点衣服， 也做turkey FA.
停车场泊位都难找，Mall里人很多
POLO RL的价格都回到了07年peak 的价位，但收银处和以住不同，基本没有队伍
其他店如BR也大多如此，收银前没有队伍,出mall的人手里拿shopping bag的也不多
看来大多还是有点手紧，在观望阶段
感觉retailers 应该前段时间清完了库存，目前价格很挺
【在 N********n 的大作中提到】
: A Mysterious Strength
: For a little while now, the "splinter in my mind" had been the mysterious
: strength of the U.S. consumer.
: Part of the reason retail stocks saw such a mind-blowing, epic rise in the
: early months of 2010 is because the strength and vitality of the U.S.
: consumer was almost wholly unexpected.
: Based on the earnings reports of various consumer retail companies, not even
: the optimists could have expected such a full-blown "re-opening of the
: wallet" like the one we just witnessed.
: T
|
j***b
发帖数: 5901 | 5 Good to know that. Because I'm shorting the market with 4x margin.
even
Hooray
【在 N********n 的大作中提到】
: A Mysterious Strength
: For a little while now, the "splinter in my mind" had been the mysterious
: strength of the U.S. consumer.
: Part of the reason retail stocks saw such a mind-blowing, epic rise in the
: early months of 2010 is because the strength and vitality of the U.S.
: consumer was almost wholly unexpected.
: Based on the earnings reports of various consumer retail companies, not even
: the optimists could have expected such a full-blown "re-opening of the
: wallet" like the one we just witnessed.
: T
|
g*****u
发帖数: 14294 | |
N********n
发帖数: 8363 | 7
I think it will still be piggy the next 6 or 7 days. Market has yet to
decide which direction to go b4 the ER comes in.
【在 j***b 的大作中提到】
: Good to know that. Because I'm shorting the market with 4x margin.
:
: even
: Hooray
|
