They are selling the slow-growth stories, the McCormicks, the TJXs, because, out of nowhere, now that we have survived the inversion, we are right back into boomtownI get itMcCormick (MKC) , the spice company, is the ultimate stay-at-home-don't-go-out-let's-cook storyMcCormick says recessionSo does TJX (TJX) . You now that when Macy's (M) says the...
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