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Credit deflation and the reflation cycle to come (part 3) 1 2 3 4 309
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7,709
Credit deflation and the reflation cycle to come (part 3)
was in a Uniqlo store a few months back where they had these checkouts seriously impressed me whilst nothing like above i normally avoid self checkouts as something doesn't scan right then you stand there like a twat waiting for a member of staff Not my video but this is them -
7,709
Credit deflation and the reflation cycle to come (part 3)
Retailers have always accepted this phenomena, they call it 'shrinkage' (of stock). -
7,709
Credit deflation and the reflation cycle to come (part 3)
I find the idea of browsing shelves of stock really rather quaint. We do our shopping online and have done for years. Clicking around an app for thirty minutes is a lot less hassle than driving to a supermarket, walking around it with a trolley, searching around for the stuff you don't buy very often, then running it past a cashier, packing up the car and bringing it all home. I just don't see the point of supermarkets anymore. But then my first job as a teenager was in the retail visionary, Argos! -
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Remembering Meatloaf
As a youngster I enjoyed Meatload & Bill Steinman stuff. A sad loss. I spoke to a mate last night who doesn't normally follow the news but is covid-phobic (a topic we tend to avoid - it's easier) He told me Meatload had died, and it was covid related. I pointed out Meatloaf had similar body to elderly Elvis (very overweight, little excercise, money no object lifesytle - Elvis died in his early 40s, given his lifestyle and weigh Meatloaf has been on borrowed time for 40+ years. Not everything is covid related... RIP -
7,709
Credit deflation and the reflation cycle to come (part 3)
Yes dark factories he calls them. Plus two distinct macro elements are happening there in that example - (job replacement) automation and the rent/lease/'..as a service' business model. This thread is excellent for positioning portfolios. However when I read post links such as the above, I frustratingly find that the types of company stock to buy just gets narrower and narrower. But which I guess means sticking to the decomplex ...lest you'll get burned one way or the other!!
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