Food and retailing are top of mind (and...bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Pla…
Like it or not, the 2020 election season has begun. But I've got good news for you: someone has The Answer for the political center, and he'd very muc…
With aerospace and defense in the spotlight, we turn our own spotlight to the sector. We find a generally weak narrative structure with a lot of vulne…
The gyre widens again, and if we are not careful, it will force us into positions that require us to deny the basic humanity of our fellow citizens. R…
We asset owners and allocators (rightfully) obsess about alignment, but too often that obsession becomes an outward one, motivated by our rights and e…
At the suggestion of one of our friends and subscribers, we wanted to provide what we think are some of the best launch points for exploration of the …
US Banks have a common narrative structure - two competing topics of vastly different sentiment, with one dominating market attention at any given tim…
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