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The broader retail space has been weak relative to the S&P 500 so far this year. On a YTD basis, the VanEck Vectors Retail ETF has underperformed the S&P 500 by 4.5 percentage points, trading down by 18.2% as of today. The market seems to believe that consumers will move d...
Lots of negatives have happened to the cruise line industry since the global pandemic of 2020. Now the rising fuel costs and the recession risks make many investors worry. But given the stock price, Norwegian Cruise Line does not look too risky to invest in right now. At the same ...
Innovation surges have historically occurred near secular low-points in real commodity prices, equity yields, and global political instability. High growth in disruptive innovations tends to occur as commodity prices, equity yields, and global instability rise. Growth rates in the...
According to the latest estimates from deStatis, retail sales crashed by 5.4% in April 2022 when compared to March; nearly identical m/m results from the prior April. Only this time, no case count conundrum or overstimulated government in sight. No one can blame the pandemic for this ...
Wynn shares have been deadpooled by the mammoth China Covid-19 headwind policy. If you are willing to bet, Wynn's a favorite. The company's Las Vegas results for 1Q22 show how quickly a recovering market can respond to properties with brand power. Faint whispers about possible eas...
Latham Group timed its public offering well this time last year. The company saw great operating momentum, but I was puzzled given the premium valuation awarded to the business at a great point in time already. With shares down a great deal, now trading at a high single-digit terr...
AMI strategies use a risk ON/OFF indicator where the main measurement is the momentum over an evaluation period of about 15 weeks. We added a second risk indicator based on a one-week momentum. This indicator generates more false signals and, overall, its performance is worse than tha...
MGM initiates robust M&A activity that enhances both its physical and online commercial operations. Expert assessments on the North American Monkeypox outbreak reassure uninterrupted operations of MGM. Its MGM China segment has benefited from a surge in Macau's gaming rev...
The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...
Retail sales have spiked over the last few months. Online retailers aren’t fairing much better. Inflation creates the illusion of retail strength. For further details see: Retailers Getting Hammered By Rising Costs