tag:blogger.com,1999:blog-16752530.post6914792069540216311..comments2023-07-14T10:05:24.644-04:00Comments on The Reasoned Sceptic: Today's Employment ReportC Neulhttp://www.blogger.com/profile/13359260012492887159noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-16752530.post-25167429562739348322009-09-08T09:16:34.717-04:002009-09-08T09:16:34.717-04:00Anonymous-
Thanks for your comment. And, btw, it&...Anonymous-<br /><br />Thanks for your comment. And, btw, it's <i>sceptic,</i> not <i>'skeptic.</i><br /><br />I, too, hunted for the post I was recalling. If I can't find it, I'll just write it.<br /><br />My point is more broad and longer term than a few companies' recent IT moves.<br /><br />In general, over the decades since the recession of the early 80s, which began under Carter and ended under Reagan, business has changed radically. But I don't think many economic models have kept pace.<br /><br />-CNC Neulhttps://www.blogger.com/profile/13359260012492887159noreply@blogger.comtag:blogger.com,1999:blog-16752530.post-89162502210866489572009-09-07T05:53:30.523-04:002009-09-07T05:53:30.523-04:00Mr. Skeptic: If economic recovery is based upon e...Mr. Skeptic: If economic recovery is based upon expectations of inventory rebuilds, I just think that's overly optimistic for the next few quarters.<br /><br />-----------<br /><br />I hunted around for the prior post you referred to on companies having better inventory controls, and wasn't sure which you were thinking of.<br /><br />I do note though that Barrons had an interview with an analyst of consumer stocks, which mentioned companies had made strong improvements in inventory controls. In particular, it mentions that JCP and JWN have done majore imporvements to their IT, and Home DEpot is in the process of improving its IT. The analyst says that this use of technology is a big factor in her rating of discretionary stocks.Anonymousnoreply@blogger.com