Simply Good Foods makes protein bars, nutrition shakes and snacks sold under two brands popular with people following low-carb and low-sugar lifestyles—Atkins and Quest. Based in Denver, Colorado, this Knowledge Leader has bold ambitions, aiming to drive nutritious snacking trends by continually offering new convenient…
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The template of 1929 and 1987 is coming into focus in recent trading days. Let’s start with the 1929 crash. The Dow Jones Industrial Average began the week of October 5 with a slight gain, and then the rest of the week (October 6-9) were…
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Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022. The five-day rate of change is fairly extreme by anything we’ve seen over the last few years. The last time…
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Tractor Supply Company is the largest rural lifestyle retailer in the US, offering a range of products for home, land, pets, and animals—everything except tractors. With more than 2,000 Tractor Supply stores in 49 states and digital and mobile apps for anytime, anywhere access, the…
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Today the Federal Open Market Committee raised the fed funds rate (upper bound) to 1% from 50bps. The most surprising element of the press conference was the Chairman dismissing that the committee is not “actively” considering a 75bps hike right now. This sent algos into…
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Sensient is a leading global maker of colors, flavors and specialty ingredients for the cosmetic, food, and pharmaceutical industries. Inspired by nature, its products are designed to enhance sensory experience through Sensient’s proprietary technologies. Based in Milwaukee, Wisconsin, the firm’s R&D teams help many of…
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With France’s polls closing yesterday Emmanuel Macron will now serve a second consecutive term as the president of France, the first to do so since Jacques Chirac in 2002. Heading into the vote, Macron had an 80-90% chance of victory according to analysts, representing a…
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Based in Irvine, California, Edwards Lifesciences is the global leader of devices for structural heart disease. With a vision to constantly innovate on behalf of people fighting cardiovascular disease, the firm makes artificial heart valves, advanced heart repair products, and monitoring devices, all while exploring…
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The clear and present danger to the global economy is inflation because global central banks are starting to take aggressive actions to deal with what they now believe to be non-transitory inflation. The Fed funds futures curve is signaling a tightening campaign not seen since…
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In this quarter’s strategy report, Navigating a Minefield, we discuss the following: -The Fed is tightening into a growth slowdown. Unlike in 2015, the Fed has just lifted off while the ISM Manufacturing is contracting and real GDP estimates for 2022 are steadily falling. If…
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