“The inability to execute on this front [managers’ handling of the consumer business] has led us to believe that there is a lot of internal strife at the company, which could create employee retention problems in the future”

by Marketing | Jul 20, 2023 | Market Notes, Media Notes

Focus: Goldman Sachs CEO’s growth strategy gets traction with board-sources

“Their [Canada and Australia] hikes had put a real curb to inflation and then it’s kind of ironic that they stopped hiking and then inflation stopped going lower and arguably ticked back higher”

by Marketing | Jun 10, 2023 | Market Notes, Media Notes

REFILE-TREASURIES-US yields rise ahead of Fed meeting, inflation data next week

“[In light of this morning’s earnings report], that was about as impressive as a quarter that Walmart could have”

by Marketing | May 18, 2023 | Market Notes, Media Notes

Walmart lifts annual sales, profit view on resilient consumer spending

“Luckily, this go-around is not due to meme investors, but an actual tangible fundamental event”

by Marketing | Mar 23, 2023 | Market Notes, Media Notes

GameStop soars on short squeeze after swinging to profit, meme stocks rally       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“[Following the collapse of the SVB’s stock], bank stocks remained under pressure from “risk-off sentiment” and questions about systemic risks to the industry”

by Marketing | Mar 10, 2023 | Market Notes, Media Notes

Silicon Valley Bank scrambles to reassure clients after 60% stock wipe-out       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...