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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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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Thai-Coons Ep. 9: Beating Goldman Sachs
Coup'la years ago, the Goldman Sachs, the mightiest firm on Wall Street which already had a stake in Four Seasons, tried to buy the Regent in...
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Hometown New York: Hillary 1, Trump 0
Two New Yorkers who would be the future President of America debated in a world-stopping match at the home state today, and most would agree that...
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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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