Sample Reports
The market is on a long and winding road
The economy remains in an inflationary contraction, a recession by any other name.
Time to turn back the clock?
In the torrent of information, we risk overlooking the very foundation upon which companies are built.
Amazon is in full bloom
History suggests that conglomerates, like Birds of Paradise, only flourish under tightly controlled conditions.
Sector strategies for navigating 2023
There are opportunities under the market-cap weighted surface, eight industries stand out.
Shipping and recession: To be or not to be?
Shipping volume is a pure measure of economic activity and removes inflationary effects.
2023 economic outlook
The 2000 stock market crash and labor participation reversal collide with the 1970’s to illuminate a uniquely high-risk environment.
Netflix is dancing in the rain
The case of Netflix’s missing cash flow remains open, whether Netflix can show shareholders the money remains to be seen.