Author: Eric Cinnamond

Photo by ExpressDesign (Pixabay)
Economics

Peak Promotions In Retail

For most of the current profit cycle, the retail industry has been burdened by overcapacity and unsettling ecommerce trends. As a result, the environment for many consumer companies has been challenging and highly promotional. See 2017 Hedge Fund Letters. While […]

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Economics

The UniFirst Jobs Report

As the financial markets fluctuate on trade war headlines, there remains a building and possibly underappreciated risk in the U.S. economy and financial markets – rising wages and labor availability. [REITs] See 2017 Hedge Fund Letters. Last week the U.S. […]

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Economics

What’s Happenin’ Q4 2017

There is a growing debate about why interest rates are rising. Is it inflation, expanding fiscal deficits, quantitative tightening, reduced foreign demand, lethargic monetary policy response, late-cycle fiscal stimulus, or a weakening dollar? After reviewing Q4 2017 operating results, it […]

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Economics

Behind The Curve Illustrated

After being forgotten for most of the market cycle, inflation is quickly becoming a popular topic and growing risk for investors. Recent CPI and PPI reports raised concerns further. It’s uncertain if government reports will continue to show an acceleration […]