Author: Eric Cinnamond

Photo by ExpressDesign (Pixabay)

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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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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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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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 […]