INSTITUTIONAL RESEARCH

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Staples Insights | Beer Distributor's Index (BUD), Infant formula recall (RKT), Cocoa prices (HSY)
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Another Alpha Year - Timestamped Calls in 2023
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CALL TUESDAY -> META, GOOGL, PINS, ROKU, SNAP, TTD | #COMMS #WRAP
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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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