Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
Ford and GM: Cheap For a Reason Paid Members Public
Summary 1. Recent share price underperformance for Ford and GM is driven in part by a cost structure that is moving structurally higher after recently signing a new UAW labor contract. In addition, while each company is transitioning to higher electric vehicle (“EV”) production, fundamentals in this segment are softening,
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
Cross-Asset Snapshot Paid Members Public
Bank Stocks, Charts & Data: 3Q23 Paid Members Public
The Banking Sector In Charts We are through 3Q23 earnings and all companies have filed their 10Qs. We present fundamental data across the sector, in chart form. Our method, generally speaking, is to include all banks in the "KRE" Regional Bank ETF greater than ~$5b of market cap
