INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
BABA | GMV Beat But Core Business Missed; Lowering 2026 SOTP FV to $82 (Previously: $84)
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January 2024 Senior Loan Officer Survey | Better Always Begins With Less Bad Learn More
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By every measure, we have moved beyond peak credit tightening.

Cannabis Insight | Connecticut Needs Interstate Commerce & Maryland Residency Issues & The DCC Learn More
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The need for Federal Legalization and Interstate commerce grows daily, as MD and CT are two great examples.

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.

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