Jotters indicate that Solomon Lew, Mark McInnes and co may have their eyes on a bid for David Jones, while others outline the potential winners and losers from TPG's Billabong bid.

The ink is barely dry on TPG's reduced bid for Billabong International, but one commentator has already moved on to what she expects to be the next big retail bargain buy: David Jones. Is Solomon Lew circling? Meanwhile, others identify the winners and losers at Billabong, and speculate about where rival bids might surface. There are also questions this morning about Deloitte Access Economics' latest prediction that the mining boom will end in two years, considering the forecaster's poor track record.


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