Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
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Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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