top of page


Disappointing Data...
Well folks, we hope the first half of the week treated you well as the US posted mixed economic updates - the spotlight has shifted over...
Aug 17, 20223 min read


Retail markdowns...
Happy hump day folks! The first half of the week has continued to let the rally roll, with the market up another 46 bps by close - this...
Aug 16, 20223 min read


Food & Shelter
Well folks, despite a slew of business and housing data being released this week, some of which were already out with negative results...
Aug 15, 20223 min read


Can we fix it?
Happy Monday Coachmen! As we head into an essential week for both retailer earnings and impactful economic data, we’ll continue...
Aug 14, 20222 min read


An Extended Bull Run?
Happy Friday folks! It’s that time of the week again - which means we’ll do a deep dive into what we’re seeing in the markets as well as...
Aug 11, 20223 min read
bottom of page



