INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
CALL INVITE | Q3 2024 MACRO THEMES
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CALL INVITE | Q3 2024 MACRO THEMES
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Retail | Detailed Traffic Analysis 6/13 Learn More
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Visits Accelerate, CPI Reads for Retail, and Earnings Look Ahead.

Golden Goose IPO – Pre-Deal Black Book
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AAPL | Shocked that OpenAI Is Not Charging Apple
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Introducing Our Monthly Restaurant Industry Macro Chart Book Learn More
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Introducing Our Monthly Restaurant Industry Macro Chart Book

Systemic Contagion Risk Tracker | Large Cap Bank CDS Remains Muted
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AAPL (Also MSFT, GOOGL, Samsung) | OpenAI's Intelligence, Not Apple Intelligence
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Changes to the Position Monitor
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Haypp Group | New Long Idea | Multi-Bag Fire Without the Smoke Learn More
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Haypp Group is a pure-play investment in the secular share-gaining oral nicotine category globally. The attributes of oral nicotine pouches and its leading online positioning set the company up as a multi-bagger.

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