INSTITUTIONAL RESEARCH

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Happening Soon | R | Ryder Our Top Near-Term Short Idea, Catalyst Approaches Learn More
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Please join us for a detailed review of our Ryder short thesis today at 12:30 PM ET

INVITE | R | Ryder Our Top Near-Term Short Idea, Catalyst Approaches – Call Tomorrow @ 12:30PM ET! Learn More
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Please join us for a detailed review of our Ryder short thesis TOMORROW, January 24th at 12:30 PM ET!

Slides & Replay (MP, CF, X, STLD, APD, MLM, BALL, VALE) | 1Q25 Materials Themes Learn More
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1Q25 Materials Themes | Large Policy Changes -> Mostly Bullish Dispersion

Today @ 1230pm (MP, CF, X, STLD, APD, MLM, BALL) | 1Q25 Materials Themes Learn More
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Please join us for a timely overview of our Materials positioning, catalysts, and key indicators in our 1Q 2025 Materials Themes call today @ 12:30PM ET.

INVITE (MP, CF, X, MLM, BALL) | 1Q25 Materials Themes | A Phoenix Rises, Or Sisyphus Begins Again Learn More
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Please join us for a timely overview of our Materials positioning, catalysts, and key indicators in our 1Q 2025 Materials Themes call this Tuesday, January 21st @12:30PM ET!

Today @ 1230pm | DE, CAT, GWW, UNP, FDX, CMI | 1Q25 Themes | Activity Drives Activity, Cycles Cycle Learn More
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Please join us for our 1Q 2025 Industrials Themes call today at 12:30pm EST.

New Time | DE, CAT, GWW, UNP, CMI | 1Q25 Themes | Activity Drives Activity, Cycles Cycle Learn More
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Please join us for our 1Q 2025 Industrials Themes call Monday, January 13th, at 12:30pm EST

INVITE | DE, CAT, GWW, FDX, UNP, CMI | 1Q25 Themes | Activity Drives Activity, Cycles Cycle Learn More
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Please join us for our 1Q 2025 Industrials Themes call this Friday, January 10th @12:30PM ET!

Invite | DE, AGCO, NTR, MOS, CF, LNN | Biofuel Boom or Bust Learn More
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Please join us for a fireside chat with Dr. Scott Irwin on the future of biofuels under the Trump Administration this Wednesday, December 18th @ 12:30PM ET.

Sunday Retail Edge | 7 Key Callouts, NKE Earnings Learn More
Buy Now

Warby Deep Dive Tuesday. Nike Earnings Take. Going Long BIRK, Less Bullish REAL after 120% rip in a month, More Bearish OLLI.

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