Trump-China Tension = 2012 'Senkaku' Boycotts Redux? Avoid US Consumer Plays Exposed To China
Overview: probably more US-China tension aheadThroughout his campaign and in the weeks since the US election, President-elect Trump has shown he's...
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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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'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
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Casino Crackdown, Cool Consumer Could Cause Cuts to Coach Consensus; Conclusion? Caution!
We retain our negative view on Coach Inc (COH US) and believe consensus earnings estimates for both June 2017 and June 2018 fiscal years remain too...
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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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