* The cumulative or “stacked” inflation (since 2000) is weighing on the consumer sector * This, coupled with the shrinking savings rate, is critical to the outlook for equities given the role of consumer spending and the large swath of stocks dependent on the consumer… Combine the flatlining in real disposable income: With the dwindling …
Read in context ›Dick's Sporting Goods Stock (DKS)
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27 articlesDaily Diary Mentions
3 mentionsThe Consumer Is Spent Up, Not Pent Up Get Ready for Earnings, Economic Data This Week Happy holiday week folks, and let’s remember trading volumes are going to thin out as we move through the week. Even so, as we discussed in the Pro Portfolio’s Weekly Roundup on Friday, Tuesday and Wednesday will be a ta…
Read in context ›Good Morning! Here's What's on Tap for Thursday Happy Thursday!! Oh, what a day we have in store for you!! If you love the macro, and be honest... who doesn't love the macro, this will be a day for you. Come 08:30 here on the East Coast of North America, we'll get hit…
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