With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has played out. However, the headwinds to growth from this policy shift, still historically high inflation, payback in demand, and the war in Ukraine are not priced. Downgrading Financials to Neutral. Don’t Fight the Fed. The Fed is committed to getting inflation…
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
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