If Target’s recent quarterly earnings report is indicative, retailers have reached the light at the end of the excessive-inventory tunnel. Jackie shares what Target management had to say about the benefits of appropriate inventory levels now that they’ve been restored as well as other evidence that retail’s inventory correction is probably over. … Also: China is targeting 5% economic growth but has scant hope of achieving it without a massive debt restructuring in its imploded real estate sector. … And in our Disruptive Technologies segment, why Norwegians love their electric vehicles.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →