Short on Retail in 2023?

2022年12月23日

I don't like the setup yet on EMTY - but there is a lot of fundamental evidence pointing to a rough 2023 for retail.

Container imports are plummeting - that is a sure-fire sign of falling retail demand:
https://www.descartes.com/resources/knowledge-center/global-shipping-crisis-november-us-container-volumes-decline-to-close-to-2019-levels

EMTY