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Research Type: Fundamental
First Republic: A Few Thoughts Following its Failure
Research, Fundamental
FRC’s failure marks the second largest banking failure...
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Health Care REITs Poised for Healthy Returns
Video, Fundamental
The aging US population and increasing healthcare expenditures...
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Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Research, Fundamental
As CPUs have undershot the pace of Moore’s Law...
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Club Stores: Prepare for a New Era of Expansion
Research, Fundamental
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
Read moreClub Stores: Prepare for a New Era of Expansion
Video, Fundamental
Warehouse club stores see 6% compounded annual growth rate since 2007...
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The Impact High Interest Rates Have on Residential and Nonresidential Construction
Research, Fundamental
Residential and non-residential construction bracing for high-rates...
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Solar: Shining Through the Storm Clouds
Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
Read moreAsia Foundries: Widening the Lead Is Easier Than Catching Up
Research, Fundamental
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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U.S. Banks: All Eyes on Fed Bank Supervision
Research, Fundamental
Banks face many headwinds in the eyes of investors and policymakers...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Research, Fundamental
META to rebound from heavy job cuts in 2023...
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