U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
387 Views
TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
139 Views
TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
247 Views
Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US) a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
352 Views
Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
340 Views