INSTITUTIONAL RESEARCH

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Housing Starts | "Sufficiently Restrictive" Learn More
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November Starts & Permits

Credit Card Asset Quality Update | November 2023 Learn More
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We detail and analyze the release of the latest monthly charge-off and delinquency statistics for the seven largest credit card issuers in the United States.

Happening Now - Stay the Difficult Course (PDD, JD, 1024.HK, BABA) + 2023 Games Stats (NTES/TCEHY) Learn More
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Event Replay | CryptoCapitol: A Look At Washington Crypto Policy Evolution Learn More
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We hosted another installment of our CryptoCapitol speaker series with Kristin Smith, the Chief Executive of the Blockchain Association - one of Washington's most influential crypto influencers.

Event Replay | CryptoCapitol: A Look At Washington Crypto Policy Evolution Learn More
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The Crypto policy and regulatory fronts remain areas of intense debate and focus - and now action. To help sort out the latest developments, we hosted another installment of our CryptoCapitol speaker series with Kristin Smith

RTO, ROL, ARMK, BCO, TNET | Adding Rentokil As Best Ideas Long Learn More
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A detailed review of the Pest Control Industry, progress at Rentokil, & why we think it is an attractive long here. We also review several other Commercial Services names, including removing Brinks (BCO) as a Best Ideas Long

CALL REPLAY | FIRESIDE CHAT W/ THE LVCVA Learn More
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We hosted an informative “fireside” style chat with VP of Research at the Las Vegas Convention & Visitors Authority (LVCVA), Kevin Bagger. Following the discussion with Kevin our bullishness toward LV Strip is unchanged.

Muted Peak Or Freight Rebound? FreightWaves Data Call | KNX, SNDR, ODFL, SAIA, NSC, FDX Learn More
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Amazing review of freight data

MCD | Byte-Sized Revolution: How McDonald's Big AI Leap Might Super-Sizing the Future of Fast Food Learn More
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In summary, while McDonald's move towards integrating advanced technology promises efficiency and innovation, it also brings challenges in implementation, dependence on technology, and potential workforce impacts.

Replay | PROBLEMS BREWING IN THE RUNNING SPACE Learn More
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Athletic Footwear Industry Deep Dive Highlighting Key Developments on the Horizon. Most Supply Entering the Market Ever. ONON, DECK, NKE, ADDYY, SKX, FL, ETC.

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