WSJ on retail

The latest article on retail points to strong overall sales, but weakness in boats and:

"If a company sells something that a significant portion of its customers can't buy without borrowing money, watch out."

http://online.wsj.com/article/SB117668148589570733.html?mod=todays_us_money_and_investing

or

http://tinyurl.com/3xmm9k

Do you think they see what we see? Ok, this was buried in the journal, but points to people waking up to the spread of the contagion.

Got popcorn?
Neil