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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Starfield Hanam - First Visit to the Biggest Shopping Mall in Korea
The Kim family visited Starfield Hanam, the largest shopping mall in Korea, this past Sunday. Starfield Hanam, which is jointly owned by Shinsegae...
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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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US: Federal Reserve to Stay on Course to Normalize Rates
The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...
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