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SubscribeDetailed Store Visits Analysis Containing Retail Sectors and 140+ Individual Stores. Weekly Publication.
A look at EV competition, data, and forecasts for key players
Analysis of one of the biggest bubbles in our coverage
Why we are bearish on SBUX
Auto Retail/Dealer Industry Deep Dive. Cracks Forming as Near Term Developments Bearish. Contrarian Based Research and Calls CVNA, LAD, KMX, SAH, PAG, GPI, ABG, AN.
A look at some long cycle water dynamics and the big problem with Veralto as a long...
The hotel C-Corp stocks have been among the best performers in GLL since Covid and in the YTD. Stronger international and domestic RevPAR recoveries and non-RevPAR related revenue growth have buoyed the P&Ls alongside M&A.
In the UK productivity and performance may dip before people or systems optimize to the new environment.
Credit tightening impacts real economic activity reflexively and the impact is progressively intensifying as loan standards further tighten.
This is a Mid-Quarter Update to our 4Q23 Quarterly Macro Themes. CEO Keith McCullough provides updates on our three key themes: USA #Quad3 Stagflation, The Big (G): Deficits & Debt, Long India vs. Short Japan & Europe.