What’s Holding Back the Retail Sector?

Behind the Numbers had some interesting comments on the retail sector in this week’s Thursday Thoughts:
Tuesday’s front page article in the WSJ did a nice job explaining how rising costs and shifting spending habits are stifling the consumer’s discretionary […] Continue Reading…

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Holiday Shopping: Olaf Dethrones Frosty While Elsa Reigns Supreme

Last month, I wrote that pre-holiday shipments of Frozen merchandise pointed to a blowout year for Disney (DIS). Today, I have some updated numbers to share from global trade site Panjiva.

Some points worth noting:

Olaf is the new Frosty. Olaf […] Continue Reading…

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Intel is Back as a Dividend Raiser

Intel Corporation (INTC)—the world’s largest maker of semiconductors—finally rejoined the ranks of dividend raisers after a long hiatus. Starting in the first quarter of 2015, INTC will pay a $0.24 quarterly dividend, up from the $0.225 dividend it has […] Continue Reading…

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After the Black Friday Rout: Three Retailer ETFs for the Holidays

Black Friday was ugly. Early estimates show Black Friday sales down 11% over last year’s numbers. That’s a bad sign, though it remains to be seen whether this is a true case of retail weakness or merely a sign […] Continue Reading…

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Milton Friedman was Wrong. Inflation is Not Always a Monetary Phenomenon

I have a lot of respect for the late Milton Friedman. I really do. His unapologetic defense of the free market was–and still is–a breath of fresh air amidst the constant drone of calls for the government to “do […] Continue Reading…

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