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Post# of 648882
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CohibaMan

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CohibaMan

Re: None

Wednesday, 03/13/2013 1:38:58 AM

Wednesday, March 13, 2013 1:38:58 AM

Post# of 648882
Quick thoughts on retail sales. My opinion, they miss due to:

1. The WalMart e-mails compalining about a crappy February. This is WALMART complaining about lack of sales!

2. Trucking mileage down, so not as much freight being delivered.

3. Did you see DKS notes on ZH? They boned their stocking pretty bad. How many others did the same?

4. Surprise cold February - Like the DKS call said, all of a sudden it got COLD in February. People had to pay to heat homes, probably took money away from buying crap.

5. Asteroids, the weather, Bush, North Korea, taxes, Drones, Sequestration, etc...


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