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SHOWING ALL RESEARCH

Federal Reserve Weekly H.8 Update Learn More

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Federal Reserve Weekly H.8 Update Learn More

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Sunday Retail Edge | RH, OLLI, CPRI, ELF, CAL Learn More

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RH has the top slot on our Long List – could see $500 fast. OLLI new Short Idea. Pressing our ELF short. Taking CPRI Higher. CAL Still Short

Retail | Detailed Traffic Analysis 9/13 Learn More

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Retail | Detailed Traffic Analysis 9/13 Learn More

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Visits Reaccelerate to MSD YY Growth. TJX, BOOT, Zara Strong. LULU, Vuori, Sephora Weak.

PDD (Also BABA, UPS, FDX) | Does It Have Teeth? (De Minimis Rule) Learn More

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Tidbits from AI/Hardware Conference (NVDA, AVGO, 3661.TW, Cerebras, META, #Cooling, INTC, ALAB, AMD) Learn More

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Today @ 2pm | RTO Flash Call -> Rentokil | Market Overreaction Pressures “Passivist” Management Learn More

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RTO Flash Call -> Rentokil | Market Overreaction Pressures “Passivist” Management Learn More

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Hedgeye Monthly Inflation Nowcast Learn More

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