INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Systemic Contagion Risk Tracker | CDS Remains Muted While The 2-10 Spread Inverts Further Learn More
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RESTAURANT INSIGHTS | DPZ INTL HEADWINDS, MCD & SBUX TRAFFIC SLOWS, Long Bias YUMC Learn More
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Adding YUMC to the LONG Bias LIST

Weekly Position Monitor Learn More
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Financials I-Vol Table Learn More
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Federal Reserve Weekly H.8 Update Learn More
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Sunday Retail EDGE | 21 Ticker Call Outs This Week Learn More
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Major event this Friday w Lemonis and Cohodes on Best Idea Long BYON. A continuation from last week, getting less short overall and more long of retail.

Invite | Ag Equipment & Ferts Update | DE, AGCO, LNN, CF, NTR Learn More
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With corn, soybean, wheat, & ethanol prices down 20 to 40% year-over-year, the street needs to recalibrate expectations for Ag related companies. We’ll sort out what parts we see as secular, cyclical, and temporary in a call

Call Invite | The State & Outlook of Consumer Credit (COF, DFS, SYF, AXP) Learn More
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Replay - Data Update (Jan/Feb 2024) | AAPL, BABA, JD, MNSO Learn More
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Replay - Data Update (Jan/Feb 2024) | AAPL, BABA, JD, MNSO Learn More
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