Sep 22 2009

Breaking the Consumer: Exporting Empty Containers Declining. Consumer Credit is contracting at Rapid Pace. Is the Consumer Treadmill Showing Signs of Exhaustion?

If you know where to look, the American consumer is not buying into the U.S. Treasury and Federal Reserve great debt experiment.  Port traffic is still declining and indicators show no sign of a major resurgence.  If you look at the recent weak outbound pace of containers that are empty what we can expect is [...]

Sep 1 2009

The American Consumer Meets Minimalism: How This Recession Will Change the American Consumer.

Is the American consumer forever changed?  Did the current recession alter the seemingly unrelenting spending machine known as the American consumer?  From early indications, it looks like some habits will be changed for a very long time.  This is a big shift given the nearly endless round of bubbles in the past 30 years culminating [...]

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