There are certain commonalities, trends, and uncertainties we should (hopefully) have top of mind as we take this epic journey that increasingly looks to be lasting a while. To set the stage, read this article by John Mauldin, whom I have a lot of respect for. You won't like it -- I don't like it -- but I've never thought it was my job to help you think happy thoughts. John is telling you something important more succinctly than I could (and with great charts!). The 10-Qs and 10-Ks for VF, Deckers, The Buckle, Tilly's, Abercrombie …
About Jeff Harbaugh
After experience in international banking, corporate development and turnaround work, Jeff Harbaugh started his Market Watch column around 1993. It was well enough received (he's still writing it) that he found himself with a consulting practice working with action sports and active outdoor companies managing issues of growth and change by identifying the points of leverage with impact on the bottom line. He received his MBA from Wharton. He's in Seattle.