No Sleepy End of  Summer in Sight

No Sleepy End of  Summer in Sight

As the country turns the page on the eclipse, political maneuvering retakes center, all while the battle lines between Wal-Mart and Amazon are being set for the future of retail. Of course, we have our sleeper pick too that is strengthening its position while everyone else focuses on WMT and AMZN.

read more »
WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

We are in the thick of things this week, amid several hundred earnings reports, anxiously awaiting the latest Fed commentary coming out of its monetary policy meetings, and of course, there all that is coming out of Washington D.C. these days. In this week’s issue we walk through the implications of each as well as dig into thematic data points coming out of earnings reports.

read more »