Hit the road @jack

For news and analysis covering macro, crypto, and business topics sign-up for our FREE daily newsletter Morning Cents! Markets & Macro Omicron Covid VariaNew Omicron Variant Exacerbates Inflation Uncertainty, Powell Says

(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.

Peloton: A Tough Lesson In Portfolio Management

I’ve been thinking about Peloton nonstop over the weekend and into this week, without a clear answer. But as a retrospective to their latest quarter and subsequent price decline of


Peloton outlook slashed…

Markets & Macro U.S. Trade Deficit Hits Fresh Record on Goods Demand, Higher Inflation The U.S. trade deficit widened in September to a record $80.9 billion driven by increased demand


The Fed starts to taper…

Markets & Macro Fed Dials Back Bond Purchases, Plots End to Stimulus by June The Federal Reserve approved plans to scale back its bond-buying program this month as anticipated. The

iFIT IPO: A True Peloton Competitor?

iFIT Health & Fitness is scheduled to go public this week. As a competitor to Peloton, many investors have been waiting anxiously to see iFIT’s public debut. Today, we *run*

Peloton’s bad quarter…

Happy Friday! If you missed yesterday’s public live stream about NFTs, Solana, and Peloton’s earnings, watch it here! We expected the weak Peloton print this quarter, but what should we

(Steve Mann)

Virgin goes to $SPCE. Revisiting Peloton…

Reminder of the Monday: 10:00am Public Stream, 10:50am ROIC Stream Thursday: 7:30pm Public Stream, 8:30pm ROIC Stream Brought to you by: Fundrise: Institutional real estate investing without the hassle. BlockFi:

Peloton ($PTON) Stock Pitch!

Hi everyone! Sorry for the delay here, but I was working on this analysis with a hedge fund in NYC, so for compliance, I had to wait until that process