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The games today are phenomenal. Over the past month youve had a deseptember come back for their of these retail stocks. About six to eight weeks ago we were talking about macys. For a trade fantastic. Its up to 39. It does so on the back of better than feared comps and better than fear gross margining. The real story im suspicious of because we dont know clear details of whether these are wholly owned stores or leased stores but when you think about macys the impact Going Forward is do they retain the Customer Base and do other stores benefit from the closing. This does not take me away from my retail ownership names i want and that is tjx and burlington. I wonder, the narrative it had been were spending but were spending on our houses and cars and the car numbers have been great, but amazon is eating everybodys lunch and you dont want anything to do with a big box retailer or ....
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