John Blottman As we’ve noted many times, changes in monetary policy – tightening or loosening – move through the economy at a lag of one to two years. For this reason, the record tightening done […]
Beo88 Investment Thesis Ulta Beauty (NASDAQ:ULTA) showed strong resistance last year despite facing a volatile economy with rising rates and inflation. Its share price was up 13.8% for 2022, significantly outpacing the S&P 500 Index […]
Rob Kim Trading Update Results The tonic and mixer producer released its trading update for the year ended December 2022 ahead of its Preliminary Results in March 2023 with mixed results. Fever-Tree United Kingdom The […]
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