Retail Bulls Get Slaughtered

The bulls in the retail sector over the past year got another disappointment with weak sales during the holiday season. As we recently pointed out to our Dohmen Capital clients, Wall Street analysts were bullish on retail late last year, predicting that Christmas sales would be strong. The election results produced further optimism, saying that the prospects of the new President will encourage consumers to spend more.

If the world were only that simple! To spend more, people need more income, which has been declining for several decades. They need jobs, which right now is not happening except in

Samsung Catches Fire While Apple Sales Disappoint

Apple may not have their phones burning up, but they have other problems, such as disappointing sales of the iPhone 7, so poor that for the first time, they didn’t even release first week sales.

At Dohmen Capital Research, we see that Apple’s US Mac sales are also plunging, down 13.2% from one year ago. This is not a big part of total Apple sales, but it adds up when all the other “great hopes,” such as the Apple Watch, Apple Pay, Apple TV, etc. have fizzled.

Is the Inevitable Debt Collapse Predictable?

The national debt is accelerating at a geometric rate. But no one in Washington seems to notice. “Geometric” rate means it is accelerating exponentially.

Have you noticed that current members of Congress never mention the horrendous explosion in the nation’s debt? Apparently, they hope that Americans won’t notice what they have done to our economic future.

Why Is There A Shortage Of iPhone 7?

When Apple management announced that the iPhone 7 was sold out, the stock soared about 14%. That’s an increase in market value of over $80 billion. We call that a windfall from a shortfall.

We were skeptical. We consider the reception of iPhone 7 lukewarm, certainly not enough for demand to soar above expectations.

However, there probably is a real shortage at the moment. But instead of being caused by big demand, couldn’t it be due to a lack of supply?

Why Apple Will Enter A Bear Market In 2016

Apple is the darling of many investors. The expectation is that the company can do no wrong. Such unrealistic expectations are always shattered. It’s just a matter of time.

Hedge Funds loved Apple. Carl Icahn bought over 53 million shares, and the Apple ‘groupies’ on the internet insult everyone who pointed out the future negatives with four letter words instead of facts.

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