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Bank Of America Reveals The Complete List Of Winners In This New ‘Great Rotation’

Source: http://www.businessinsider.com/bank-of-america-2008-2011-winners-vs-2012-2013-and-beyond-winners-2013-1

From Bank of America’s Michael Hartnett — who has been really bullish on this idea of a “great rotation” happening right now in asset classes — a fantastic slide comparing the winners of the past several years to what he sees as the likely next set of winners.

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(Via @pawelmorski)

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Tuesday, January 29th, 2013 news No Comments

Here’s The Excuse For Why Black Friday Sales Were DOWN Nearly 2% This Year

Source: http://www.businessinsider.com/black-friday-sales-down-18-2012-11

macy's black friday

Expect to hear a lot about “pulled forward demand” in the coming weeks.

The firm ShopperTrak reported yesterday:

ShopperTrak, the world’s largest counter of retail foot traffic, estimates that, when compared to Black Friday last year, retail foot traffic rose 3.5 percent, to more than 307.67 million store visits. Retail sales decreased 1.8 percent, however, with shoppers spending an estimated total of $11.2 billion yesterday.

But then it added:

“Black Friday continues to be an important day in retail,” said Bill Martin, ShopperTrak founder. “This year, though, more retailers than last year began their ‘doorbuster’ deals on Thursday, Thanksgiving itself. So while foot traffic did increase on Friday, those Thursday deals attracted some of the spending that’s usually meant for Friday.”

One analyst, who preferred to remain anonymous, who was hanging out at a mall on Black Friday told BI:

…the pulled forward promos (starting weds and midnight openings) does seem to have pulled some traffic from Black Friday. Mall traffic seems thinner.

So this week, when the analysis is done, that will be the explanation.

SEE ALSO: Black Friday photos from around the nation >

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Sunday, November 25th, 2012 news No Comments

Greek Economic Optimism In One Embarrassing Chart

Source: http://www.businessinsider.com/chart-greek-economic-projections-2012-11

The remarkable forecasting skills of the Troika and the immense decisions being taken on the back of these ‘sacrosanct’ projections need to be put into context. We are more than happy to do that… as the chart below shows, so far so bad as the Troika has pretty much nailed it on the ‘most optimistic mean-reverting model’ ever. Not wanting to steal the jam from Europe’s donut but the forecasts are – quite evidently – a complete and utter joke. Going forward though, we are sure it’s different this time…

Greek Economic Projections v. Actual

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Wednesday, November 14th, 2012 news No Comments

Coke And Pepsi’s Business Model Is ‘Insane’ (SODA)

Source: http://www.businessinsider.com/coke-and-pepsis-insane-business-model-2012-11

crushed coke

SodaStream CEO Daniel Birnbaum has an incentive to disparage his rivals — but nontheless he made a strong argument as to why Coke and Pepsi are “antiquated” and “insane.”

Some unusual candor in an interview with WSJ’s Simon Zekaria:

“Coca-Cola Co. and PepsiCo will have to face the reality that their business model cannot be preserved forever. The world is changing and we’re going to call it out,” says the CEO of SodaStream. 

“If the beverage industry had to create itself now from scratch, it wouldn’t do it the way it is. You don’t need factories, trucks, bottles and cans,” he says. “Transportation for carbonated drinks in the world utilizes 100 million barrels of oil every year. That is 20 times the BP disaster that hit the Gulf of Mexico.”

“I think it is criminal that the industry, led by two big companies, will do anything to protect their antiquated business model. They are generating 35 million bottles and cans every single day in the U.K. alone. World-wide it is one billion bottles and cans, most of which just go to trash, landfill, the oceans or parks. It’s insane,” Mr. Birnbaum added.

Now that he mentions it, that does seem wildly inefficient.

Of course, inefficient companies can last a long time thanks to all of that infrastructure in place. And if the industry is disrupted by a new company, there’s no guarantee that company will be SodaStream (which is one of the most shorted stocks on the market).

Don’t miss: The Complete HIstory Of Sodastream >

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Wednesday, November 14th, 2012 news No Comments

JC Penney Shares Are Collapsing After A Dismal Earnings Report

Source: http://www.businessinsider.com/jcp-shares-fall-after-earnings-2012-11

JC Penney

Shares of JC Penney are tanking over 11.5% this morning after the retailer reported earnings.

Revenue of $2.9 billion is way below estimates of $3.2 billion.

EPS of $-0.93 per share is well worse than the loss of seven cents that were expected.

And same-store sales are down 26.1%

CEO Ron Johnson offers up:

Ron Johnson, chief executive officer of jcpenney said, “While the quarter overall was challenging, the performance of jcp’s new brands and shops reinforces our conviction to transform jcpenney into a specialty department store.  Today, jcp is really a tale of two companies.  By far the largest part of our store is the old jcpenney, which continues to struggle and experience significant challenges as evidenced by our third quarter results.  However, the new jcp, centered around the shop concept, is gaining traction with customers every day and is surpassing our own expectations in terms of sales productivity which continues to give us confidence in our long term business model.”

Full report is here >

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Friday, November 9th, 2012 news No Comments

It’s Unbelievable How Similar This Market Is Compared To The Average Election Year

Source: http://www.businessinsider.com/chart-sp-500-during-election-years-2012-11

Here’s an interesting chart from Bespoke Investment Group that Jeff Saut included in his weekly market commentary.

It marks the average election performance of the S&P 500 and compares it to the index this year.

It’s remarkable.

“[T]he Presidential trading pattern identified by our friends at the brainy Bespoke organization indicates stocks should firm from here,” writes Saut.

election year market

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Monday, November 5th, 2012 news No Comments

A Quick Reminder About Which Industry Is Really Creating The Jobs Of The Future

Source: http://www.businessinsider.com/healthcare-jobs-are-the-jobs-of-the-future-2012-11

As we’ve pointed out in the past, the industry of the future is healthcare.

The following chart is based on Friday’s jobs report, and it shows two things. The blue line is the total number of healthcare jobs. As you can see, it basically never stops going up (regardless sof business cycles) and has now passed 14.3 million.

The red line is the monthly change from month to month, and once again last month, America added over 30K new jobs, a pretty enormous sum, given that only 171K new jobs were created in total.

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Regardless of what happens with government healthcare spending, the demand for more and more healthcare (as the US population ages) seems inexorable. More and more people will be working in this area.

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Sunday, November 4th, 2012 news No Comments

The NYSE Composite Vs. Obama’s Re-Election Odds

Source: http://feedproxy.google.com/~r/businessinsider/~3/82VUV2xy0no/stock-market-vs-obama-intrade-october-11-2012-10

Courtesy of Chartist Friend From Pittsburgh, the latest update on the relationship between the stock market and Obama’s odds of winning on InTrade.

We’re not crazy about all the lines, and the relationship may be spurious, but at least some analysts think there’s a connection. The theory is that Romney would fire Bernanke, and we’d get a more hawkish Fed.

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Thursday, October 11th, 2012 news No Comments

Retailers Report September Same-Store Sales

Source: http://www.businessinsider.com/september-same-store-sales-roundup-2012-10

kristen bell target

Same store sales at a few major retailers like Target and Costco came in better than expected today, but a few retailers, like Kohl’s and Macy’s, lagged behind estimates.

The winners:

  • TJX Cos. (TJX): +6 percent (+4.4 expected)
  • Limited Brands (LTD): +5 percent (+4.3 expected)
  • Ross Stores (ROST): +5 percent (+4.3 expected)
  • Gap (GPS): +6 percent (5.3 expected)
  • Costco (COST): +6 percent (+5.7 expected)
  • Target (TGT): +2.1 percent (+2 expected)

The losers:

  • Kohl’s (KSS): -2.7 percent (+0.1 expected)
  • The Buckle (BKE): -0.8 percent (+1.1 expected)
  • Rite-Aid (RAD): -0.7 percent (-0.1 expected)
  • Macy’s (M): +2.5 percent (+3.3 expected)
  • Wet Seal (WTSLA): -12.7 percent
PRESENTING: An epic Abby Joseph Cohen presentation from Goldman Sachs on the state of the global e! conomy & gt;

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Thursday, October 4th, 2012 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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