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SubscribeWe 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.
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.
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
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
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.
Amazing review of freight data
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.
Athletic Footwear Industry Deep Dive Highlighting Key Developments on the Horizon. Most Supply Entering the Market Ever. ONON, DECK, NKE, ADDYY, SKX, FL, ETC.
Key investment themes for the sector, including Best Ideas, high-frequency data/forecasts, and structural factors important for the final weeks of 2023.