Primer: Nordstrom Inc (JWN US) - Aug 2026
Nordstrom, Inc. (NYSE: JWN) operates a premier dual-format retail ecosystem comprising full-line luxury/aspirational department stores and...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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U.S. Equal-Weighted Retail Is Bottoming -- Add Exposure
As part of the improving cyclical value theme, several of the down-and-out retail stocks are bottoming. This is depicted by bullish price and RS...
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U.S. Equity Strategy: One Step Forward, One Step Back
As the market churns in a one step forward, one step back fashion, we remain in wait-and-see mode as to whether recent improvements in cyclical...
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China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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