Wow, really in-depth analysis there. IF item A happens, will item B happen?
Might as well ask if UFOs attack, will the market be down? Same quality of hypothetical and unsubstantiated rumor mongering. Or do you have secret proof of a problem that you'll refuse to posts any documents or facts about?
You want "documents" in order to invest! My evidence is what researchers call "sampling" and "anecdotal". The two Sears stores I frequent have roughly one-third to one-half the shoppers they had a couple of years ago...and this is in the fastest growing Mkt in the U.S.: Arizona. Just wondering why sales seem to be holding up so well in the published numbers.