INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
HOTELS | SLOWER HOLIDAY WEEK (WEEK 51/52) Learn More
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A slow week for US hotels during the typical seasonal lull. 4-wk trend remains around ~2% and the December MTD run rate even softer.

Happening NOW | Gold Flora Black Book
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Cannabis Insight | Gold Flora Black Book, TCNNF, MEDMEN Learn More
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Gold Flora is a vertically integrated California cannabis company that represents a significant expansion of our cannabis coverage into the nation's largest legal marijuana market.

Happening Now | Black Friday Shocker – Keep Short NTES + Long TCEHY; Cover BILI & TAL
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New Invite | The 2024 ICR Guidebook
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MP, ALB, LTHM | Will EV Metals Perform Better In 24 After 23 Underperformance? Learn More
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In general, we still see EV metals as an area with growth within a problematically mature sector. We’re increasingly interested in the idiosyncratic downstream...

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)
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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.

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