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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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Wal-Mart's Acquisition of Jet.com
Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced...
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US: Non-Farm Payrolls Surge, Beating Market Expectations
Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition...
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