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…
Macy’s Situation Is Getting Worse, As Previously Forecast: No Solution In Sight
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Inflation Boogeyman and Bottoming Markets
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J.P. Morgan: Risk assets pull back on rates surge and crypto crash appears overdone, not the end of the cycle
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J.P. Morgan’s Marko Kolanovic: Near-term equity rally? One can buy Growth and Value
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Pantheon Macroeconomics: 1H 2024 In The United States
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Fundstrat 2022 Outlook: Stocks + Treachery = Challenging but +11%
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Weekly State of the Market: It’s So Bad, It’s Good?
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Morgan Stanley: A Pause That Refreshes
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