Tag: Michael Davis

Our Summer 2020 Outlook

Posted on by Saamia Khan

Dear Readers, Below is a collection of “blurbs” as we call it: brief snapshots and hot takes on a variety of market-related topics. From analyses on Bloomin’ Brands’ role in the restaurant space to the future of mortgage backed securities, we hope our short pieces will provide you with some Insight on the way we’re viewing Read more about Our Summer 2020 Outlook[…]

Philip Morris (PM): Smoking hot! (Sort of)

Posted on by Saamia Khan

By Michael Davis As the parable goes, markets hate uncertainty. Right now, the tobacco industry has a lot of uncertainty. In the last decade, the percentage of adults who smoke decreased 700 basis points and increasing health-consciousness in the U.S. promises to decrease that number further. The government’s war against popular e-cig brand JUUL has Read more about Philip Morris (PM): Smoking hot! (Sort of)[…]