Weekly Issue December 17 2018

Weekly Issue December 17 2018

As we get ready for the quiet holiday weeks for the stock market, we recap Costco’s latest earnings report as well as dig into several economic ones. While the November Retail Sales report is positive for several Thematic Leaders and Select List positions, the overall report adds to the growing list of data that points to slower growth ahead. We also share what to watch this week in the markets.

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Brexit has led to smaller candy and chip package sizes? What?

Brexit has led to smaller candy and chip package sizes? What?

We’ve seen this trick more than a few times by food and other consumer product companies – shrink the package size and keep prices unchanged. A shifty version of a price increase if you ask us. Why do these companies embark on such a move? Largely because costs are rising, perhaps to the Scare Resource […]

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Brexit from London

On June 25th, while in London, I had the pleasure of joining David Asman on Fox News to discuss the meaning of Thursday’s vote to leave the European Union. The view of Brexit from London has been stunning. All those who underestimated the British sense of self-confidence and desire for sovereignty or who were over-confident […]

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Brexit

Brexit

Brexit. It’s all the rage these days. The word is whispered over candlelight glasses of wine in dark corners at swanky post-market-close cocktail bars. It is spit out over conference room tables amongst such phrases as “contingency planning” and “hedging strategies.” It has everything a news agency drools over, drama with the dark horse effect […]

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