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Financials 4Q23 Earnings Recap | SYF Learn More
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Cyclical, Secular, and Regulatory Headwinds Still Loom Large

Financials 4Q23 Earnings Recap | SYF
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RESTAURANT INSIGHTS | Knapp Track (DEC), January Traffic (MTD), PLAY Learn More
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Consumables Show Today, In December 2023 Knapp's Two-Year #'s improved MoM & JAN '24 Traffic is Soft

Weekly Position Monitor Learn More
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A list of our favorite long and short investment ideas.

Financials I-Vol Table
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Federal Reserve Weekly H.8 Update
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Financials 4Q23 Earnings Recap | ALLY Learn More
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Taking the Positive Credit Commentary with a Grain of Salt

REPLAY -> BREAKING UP WITH META AND SHORTING NFLX | COMMS THEMES 1Q24
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MNSO | Impressive 5-Year Investor Day Targets
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REPLAY | RH Black Book | The Next Chapter Learn More
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Replay of our RH Black Book - The Next Chapter: 2027 EPS of $48, Which We Think Gets A 25x Multiple, or a $1,200 Stock

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