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It's been a while since we've been in Bed Bath & Beyond. Same with Kohl's (since kids have grown up). Not adapting (or fast enough) to the changing times. The poster child is Sears, still limping along. Kudos to Barnes & Noble, very surprised they are still around with the Amazon juggernaut.
Yay Google & Microsoft. It'd be great if Apple & Amazon also surprises on the upside.
Next CPI report is May 10. Let's hope it shows a continued downward trend. Then consensus is one more rate hike and Jerome will pause.
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