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Lululemon Athletica Inc. Message Board

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  • techstrategy techstrategy Jan 23, 2012 12:08 PM Flag

    US JOBS Growth the BEST

    It is not actually bearish hope. It is a clinical assessment of the long term prospect of the consumer facing companies that have experienced 3 decades of sectoral growth as the US consumer first consumed all the wealth created from the WWII generation and then proceeded to lever up on cheap debt for another decade, reaching unsustainable levels.

    The US consumer simply does not have the balance sheet (nor the employment income growth prospects) to power continued growth in retail and restaurants. The infrastructure is already massively overbuilt. Just as tech companies feel the squeeze when they build too much production capacity (DRAM, LCDTV, etc), the entire DOMESTIC retail/restaurant sectors will be in LT sectoral decline for the next 2 decades.

    As I've said a ton of times, I am an INVESTOR and not a trader. I am playing for the long term...

 
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