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Monthly Archives: November 2015
After the credit bubble: retail rightsizing just begun
Howard Davidowitz, founder and chairman at Davidowitz & Associates, examines the influence of the Chinese consumer, the threat of bankruptcy for retailers, and the importance of pricing in the retail business. Here is a direct video link. He also discusses … Continue reading
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Corporate debt swoons under deluded equity markets
The desperation for yield has been unprecedented this cycle as central banks encouraged epic mal-investment through repeated bouts of quantitative madness since 2010. High yield debt became an oxymoron with the riskiest corporate bonds paying investment-grade-like-rates of 5% and less … Continue reading
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Purchased politicians racing to block climate commitments
Purchased by the oil and gas industry (see a new report Corporate funding and ideological polarization about climate change), many GOP representatives are desperately searching for ways to block America’s commitment to climate help initiatives. See: GOP grasps for leverage … Continue reading
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