For the last year, the mall was a one-trick pony. If you had five pockets and a zipper, you had a business. But yesterday’s bloodbath in specialty retail—headlined by American Eagle (AEO) cratering 14.7% and Gap (GAP) stumbling over its own...
One of the things I love most about writing to you all is the messages I get from traders who are living through the real, messy, complicated process of becoming who they need to be. This letter below landed in my inbox recently from a member of...
Banks are starting the new year with a bang, and AMEX has been quietly chugging along. I think it'll join the party soon. But if it doesn't, I could get paid to wait.
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
📌 Under Armour $UA — Fairfax Financial Holdings...
