Industry Trends

Our 6 Investment Themes for 2026

What we're looking at ahead of the next year, and why they matter

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

The Real Impact of Technology on QSR Restaurant Growth & Margins

How technology is helping improve resturant-level operations

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

Defense Contractors: Peace Means Having the Bigger Stick

Why the world remilitarizing will benefit defense contractors

CRE: "$1.2 Trillion of Losses Somewhere"

Negative Equity Fallout