The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process. We like a barbell of defensives (h/c and staples) and rate plays (financials) as Fed moves toward tapering. Weak breadth reflects De-rating under the surface. Our mid cycle transition continues with weak breadth, quality stocks doing better and an overall de-rating…
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent...
We want to begin this week’s research report with a quick look back at what some might argue was...
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
Fitbit (FIT) is going to struggle with its metric results in 2017, be they financial or operational. This continues...
Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...
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