Amazon (AMZN) bought Whole Foods Market earlier in 2017 throwing retail giants like Target (TGT) and Wal-Mart (WMT) into a tailspin. Well maybe not the companies, but definitely their share prices. Since then, shares of Wal-Mart have soared and Target shares have also rebounded to reflect each company’s fundamentals. While much of the media touted the Whole Foods acquisition as…
Tags: AMZN KR TGT WMTA midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
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The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
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