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Update to our Macro Outlook
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Cannabis Insight | The Battle for Florida and Germany Learn More
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The Battle for Florida; is Germany finally ready;

Weekly Position Monitor
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Weekly Position Monitor
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Financials I-Vol Table
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Federal Reserve Weekly H.8 Update
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Sunday Retail Edge | 11 Ticker Callouts this Week Learn More
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Earnings Preview Note: More bullish on SKX. More bearish on DECK and ONEW. Previews on VVV, TCS, TPR, CPRI, RL, PAG, VFC, UAA.

COMMUNICATIONS POSITION MONITOR | 2/4/2024
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Deck & Replay | On The House: Housing's Current & Future State With Ed Pinto of AEI Learn More
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Our call covered a broad discussion of the US Housing market with former Fannie Mae Executive and AEI resident fellow Edward Pinto.

Deck & Replay | On the House: Housing's Current & Future State With Ed Pinto of AEI Learn More
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Our call covered a broad discussion of the US Housing market with former Fannie Mae Executive and AEI resident fellow, Edward Pinto.

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