Industry Trends

Opinion

+1

7 Themes We're Monitoring In 2025

Dec 24, 2024

•

3 min read

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Industry Trends

The Real Impact of Technology on QSR Restaurant Growth & Margins

Oct 27, 2024

•

9 min read

The Real Impact of Technology on QSR Restaurant Growth & Margins

How technology is helping improve resturant-level operations

Industry Trends

Recession Indicator: Sahm Rule Getting Close to Triggering

Jul 9, 2024

•

8 min read

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

Industry Trends

Defense Contractors: Peace Means Having the Bigger Stick

Apr 28, 2024

•

16 min read

Defense Contractors: Peace Means Having the Bigger Stick

Why the world remilitarizing will benefit defense contractors

Industry Trends

CRE: "$1.2 Trillion of Losses Somewhere"

Feb 24, 2024

•

13 min read

CRE: "$1.2 Trillion of Losses Somewhere"