The situation at Macy’s (M) is as bad as it was when I began covering the company in January of 2016.In my first publication, I offered a very cautious outlook on the retailer, but more importantly recognized the absolute disconnection between management and operational “know how”. On January 15, 2016, I authored an article titled Macy’s Taking Cue From Peers Who’ve…
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
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