Why Secular Trends May Hurt Some Companies and Benefit Others? Industries Under Fire and Stock Performance

Oversaturated and Tapped Out

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We believe the U.S. is already heavily over-stored, so retail has become more of a zero-sum game – one company’s success is at the expense of another. We also believe that after 15 years of spending growth, the American consumer is truly tapped out.
Source: http://www.valueinvestorinsight.com/