If you are invested in any major department store retail equity you are well aware of the absolute beating exhibited on the sector over the last several months. Some retailers are faring better than others, but by and large most have been finding their retail operation and share price under increasing pressure over the last two years. I’ve followed and…
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
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