Wachovia today reported pretty much the same as other banks, lower earnings due to turbulence in the credit markets. It missed analysts expectations due to a $1.3 billion write down from bad loans and mortgage related products. McDonald's on the other hand reported stellar earnings and profits. What does this say?
To me, this may represent the shift away from financial services to comfort food. Banks have had a pretty good run over the last twenty years fueled by baby boomer assets, the Internet bubble, and then the housing bubble. What comes next? Sure, there's China but China has its own banks. Plus, it's probably ready for some type of pullback soon.
No, I think comfort stocks may be the ones to look for. People after all, need a little something to help them through the falling equity on their homes. And they won't be going out to fancy restaurants as much now that the home equity ATM is gone.
McDonalds looks like a good bet.
Related Articles:
Wachovia Bank by BankMan - Jun 21, 2008
Which will fail first - Lehman, Wachovia, Merrill or Citibank? by JRodgers - Jul 15, 2008
Circuit City Gone; GM Set to Follow ; But McDonalds Booming by Sam Cass - Nov 10, 2008
Great Documentary: Inside the McDonald's Empire by LikeItIs - Aug 31, 2007
Interview with Gordon Chang One What Is Going On In China That Investors Need To Know About by IamAnInvestor - Mar 29, 2008.


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