Recent Posts

• The Fed Started Cutting Rates in November 2022, You Just Missed It
  January 25, 2023
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• Quick Recap on $WDFC Q4: GMs +400bps sequentially. Europe main disappointment. No change to thesis.
  January 10, 2023
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• Never a “good” time to own $WDFC, but now might be “OK”
  January 6, 2023
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• Re-examining Big Lots Stock – Case for Optimism? $BIG
  January 2, 2023
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• Interesting (Hated) Spin-out – Masterbrand Cabinets Stock $MBC
  December 15, 2022
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• Can’t wait for Fed Speak to be over… long-live Fed Speak?
  December 15, 2022
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• Quick October YTD Update and Other Musings
  October 31, 2022
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• How will the ECB Handle Europe’s Gas Crisis?
  August 26, 2022
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• More Signs of the Bullwhip Effect (part 2)
  August 10, 2022
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• Veteran Tip: ALWAYS open Friday 8-k’s $BIG
  July 29, 2022
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