US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...
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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...
701 Views
China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
1.7k Views
RH: A One-Of-Its-Kind Business
Short-termist Mr. Market appears quite bearish on this winning luxury lifestyle brand, creating opportunities for long-term, patient investors.
631 Views
ActivistTalk: Bed Bath & Beyond at Death's Door
BBBY is barreling towards bankruptcy sooner rather than later.By the time, There may not be any money left for its equity holders to recover, which...
462 Views