Financial, Real Estate, Stock Markets Trends and Current Affairs

A BoomBustBlog reader sent me this in the mail last night and I thought I would share it with the community. I feel it is also worth taking a refresh of the consumer sector research that we released a few months ago...

Reggie:

I took a screen shot of my play money account and the shorts from the four part series on why the consumer isn't coming back.  Consumer retail has been nailed since May and from the 4 stocks you picked, here are two I chose to follow.

This is an example of exactly what we were talking about in our subscription documents regarding the ridiculous run up in consumer discretionary shares when taken in context of  the American consumer and the stress born from the Pan-European Sovereign Debt Crisis (click the link for our detailed analysis). You can find the earlier articles in this consumer mini-series as follows:

1. What We’re Looking For To Go Splat! Part 1: macro arguments against the spike in retail stocks
2. What We’re Looking For To Go Splat! Part 2: A list of 147 retail stocks with attributes that causes on to question their gain in prices, with a shortlist of companies who may very well go "splat"!
3. Is the Consumer Really Back? Well, It Depends On If You Believe What the Government Tells You or Whether You’re An Indendent Thinker - The American Recovery and the North American Economic Outlook.
4. The American Recovery and the North American Economic Outlook

Those looking to subscribe should click here. Next up, Reggie Middleton takes a Big Byte out of Apple!