McGough: Long Brick & Mortar (And Why The Bankruptcy Cycle Is Dead)

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In this morning’s edition of The Macro Show, Retail analyst Brian McGough hits on thematic shifts in the retail sector, namely Brick & Mortar vs. Ecommerce, leverage ratios, and bankruptcies.

“We're seeing a big shift in Brick & Mortar right now. Ecommerce is getting it's a** kicked. You want to be long B&M right now for 6-9 months,” explains McGough, as he breaks his overarching outlook for the retail sector.

"The bankruptcy cycle is done. I’m officially calling it; if you could make it through this last year and a half, you have a really good setup ahead of you."
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Bankruptcy has been substituted for liquidity. When liquidity dries up and inflation hits the consumer this chart Is going to the moon

footballdreamer