(Neil Mitchell)

Year in Review: Housing

This morning our “Year in Review” series continues with a look at the equity market for housing. Later this week, we will cover mobility and renewable energy. A special thanks

(Sundry Photography)

Home Depot Has Doubled S&P 500 Gains This Year

Yesterday, on the ROIC portal, a user asked about Home Depot (HD) as a stock that potentially pairs nicely with the upward momentum in homebuilding. Today, we take a closer

(Andrey Burstein)

Retail stays strong 💪

Markets & Macro U.S. Retail Sales Jump by Most Since March, Topping Forecasts U.S retail sales rose for a third straight month in October signaling demand stayed strong even with

(Maciej Kopaniecki)

Shake it off…

Markets & Macro Infrastructure Bill Signed Into Law The infrastructure bill was officially signed into law yesterday. It is the largest federal investment into infrastructure in more than a decade.