SPWH: A Post-COVID Deer in Headlights Paid Members Public
Going forward, we plan on occasional posts like this where we don't do a deep-dive, but provide high level thoughts on idiosyncratic situations we are watching. Summary 1. SPWH is facing a post-COVID hangover with weak sales trends and declining margins after opening too many stores. 2. We
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
An Update After 4Q23 Gold Miner Earnings Paid Members Public
Gold Moving Sideways So far to start the year, gold has bounced around in a fairly tight range ($2000 - $2050). We are actually somewhat encouraged by the price action. First, over the same time period, 10Y real yields have risen by around 30bp. This selloff in bonds should have
Cross-Asset Snapshot Paid Members Public
Bank Stocks, Charts & Data: 4Q23 Paid Members Public
The Banking Sector In Charts We are through 4Q23 bank earnings and have a few weeks until all companies file their 10Ks. Aside from a few data points, most information compiled is available through the Call Reports available on the FDIC's website or supplemental data issued with earnings
Cross-Asset Snapshot Paid Members Public
