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insights
Explore Our Latest Operations and Observations


What We Learned This Week
Expectations Still Too Low: Concerns had arisen in recent days over Nvidia's ability to meet increasingly lofty expectations, prompting...
Feb 22, 20242 min read


What We Learned This Week
Too Early to Declare Victory Against Inflation: CPI inflation, a key metric tracking a range of goods, came in hotter than expected this...
Feb 15, 20242 min read


What We Learned This Week
The Quarter We Were Looking For From Disney: Some of the turnaround efforts initiated by CEO Bob Iger upon his return to the helm from...
Feb 8, 20243 min read
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