Gordon T Long Global Macro Research | Macro-Technical Analysis SII: RETAIL MALL OPERATORS RETAIL MALLS SUFFERING WORSENING SECULAR PROBLEMS THE MARKET REALITIES OF A DISAPPEARING MIDDLE CLASS Nowhere is the problem from a gutted and missing American middle class more obvious than the lineups at charity food pantries and government sponsored high school […]
SII US Retail
SPG Simon Property Group IDEA
Strategic Investment Insights Global Macro Research | Market Road Maps SII: US RETAIL SPG Simon Property Group Previous IDEA The top panel shows SPG weekly and daily charts as published on March 6th, 2017. While all technicals can be used, orange highlights the more immediate potential technical trigger considerations; HPTZ 1 has been highlighted across […]
REITS TRAPPED IN A LOSING “CATCH-22”!
Gordon T Long Global Macro Research | Macro-Technical Analysis SII RETAIL REITS TRAPPED IN A LOSING “CATCH-22”! REITs (Real Estate Investment Trusts) are showing some of the underlying risks that investors may not yet be considering in an era of Covid-19. The failure of businesses en masse is likely to begin happening in Q3. Certainly […]
RESTAURANT CHAINS FEELING CHINESE DRIVEN MEAT PRICE INFLATION
RESTAURANT CHAINS FEELING CHINESE DRIVEN MEAT PRICE INFLATION Bloomberg reports: Meat costs are finally going up, and that’s weighing on a dining industry that’s already reeling from rising minimum wages. McDONALDS: McDonald’s Corp. warned investors Tuesday its 2019 commodity costs in the U.S. could rise as much as 3 percent, more than the 1 to 2 […]
THE “RETAIL APOCALYPSE” ISN’T OVER: ITS ONLY JUST GETTING STARTED
THE “RETAIL APOCALYPSE” ISN’T OVER: ITS ONLY JUST GETTING STARTED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – RETAIL SOURCE: 02-06-19 – “The “Retail Apocalypse” Isn’t Over: It Is Only Just Getting Started” MATASII SYNTHESIS – SII: RETAIL The “Retail Apocalypse” Isn’t Over: It Is Only Just Getting Started Last year’s […]
ITS OVER: SEARS PREPARES FOR LIQUIDATION AS LAMPERT’S 11TH HOUR BID FAILS
THE HEADLINE: ITS OVER: SEARS PREPARES FOR LIQUIDATION AS LAMPERT’S 11TH HOUR BID FAILS LAST MATASII SII ANALYSIS: MARCH 19, 2017 CALL: Down significantly, SHLD has bounced from lows in Feb 2017. The larger trend remains negative, however the market is currently in a positive trend that can bee seen on the daily bound by a […]
KOHL’S BEING HAILED AS THANKSGIVING WINNER – TIME TO TAKE 47.5% MATASII SII GAINS
KOHL’S BEING HAILED AS THANKSGIVING WINNER – TIME TO TAKE 47.5% MATASII SII GAINS KSS CHART AS OF CLOSE 12-05-18 WORTHWHILE READS Kohl’s is being hailed as a winner of the retail apocalypse while other department stores struggle. We shopped there and saw why. — Business Insider Kohl’s: A Good Value At $65 Seeking Alpha MATASII […]
MATASII GOAL OF 40% GAIN IN McDONALDS ACHIEVED
MATASII GOAL OF 40% GAIN IN McDONALDS ACHIEVED MCD CHART AS OF CLOSE 12-03-18 INITIAL MCD McDonald’s Corp. IDEA: March 11th, 2017 MCD is returning to previous highs; breaking through these or bouncing off them offers potential opportunities. MVD can be seen in long term blue weekly channels. The market has […]
TIME TO CONSIDER TAKING PROFITS IN RESTAURANTS & FAST FOODS
TIME TO CONSIDER TAKING PROFITS IN RESTAURANTS & FAST FOODS It may be time to consider taking profits on the SII Restaurant / Fast food sector. HERE IS A REASON TO CONSIDER — Early Warning Cracks Are Showing & Need to be Heeded! The proportion of US junk bonds trading at distressed levels in […]
SII UPDATE – THANKSGIVING & CYBER WEEK RETAIL SALES
SII UPDATE – THANKSGIVING & CYBER WEEK RETAIL SALES Cyber Sales were up 28% Year-Over-Year, Traffic was strong at retail locations BUT store sales were a disappointment. A lot of our Retail LONG positions were recipients of the generally positive news. Many of these positions need to be carefully considered as part of a portfolio […]