And it is only going to make the hedge fund top callers even more upset.
Here are some examples -- restaurants, retail and cruise lines.
The company's ambitious go well beyond Uggs. 
Auto loans are plentiful and so is spending on back-to-school.
Retails in particular are suffering acutely.
The broad market is still trapped within balance.
The answer, apparently, is cars.
I revisit a controversial column.
As sales rise, so do provisions for bad loans. 
Insight on back-to-school; Apple's big news; and Best Buy's report.

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