Fashology Update – Drop the Fashion ?

I’m growing weary of my ‘fashology’ theme.   I remain long Nike, UnderArmor and LULU but it has been an abysmal 12 months. 

In this indexing and ETF era of investing, fashion may not be worth investing in when it comes to public stocks.

The Nasdaq is making new highs everyday and ecommerce is obviously a big part of that so it just might make sense that the best money to be made in fashion is early stage.