Macro / Misc. Reports

December 4, 2024

(FDX, UPS, AMZN, PDD) De Minimis Bill Likely to Pass Next Congress

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Joe Lieber

AMZN (US), FDX (US), PDD (US), UPS (US)
December 2, 2024

Lame Duck Session Update

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Joe Lieber
November 26, 2024

Trade Update: Expect the Unexpected

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Joe Lieber
November 22, 2024

Potential SNAP/Food Stamp Changes Under Trump

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Joe Lieber

DG (US), TGT (US), WMT (US)
November 19, 2024

DC Quick Takes: Govt. Funding, Credit Card Swipe Fees, SNAP Program, DOGE and Crypto Legislation

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Joe Lieber
November 15, 2024

Trump Appointees: Our Take

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Joe Lieber
November 15, 2024

(DKNG, CZR, FLUT, MGM, PENN) Texas Sports Gaming Update

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Joe Lieber

DKNG (US), MGM (US), PENN (US)
November 14, 2024

Macro Sequencing: Tariffs, Tax Cuts, and a Quick Take on Nominations

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Joe Lieber
November 13, 2024

Louisiana 51% Sports Betting Tax Hike Bill Withdrawn

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Joe Lieber

CZR (US), DKNG (US), MGM (US), PENN (US)
November 12, 2024

(DKNG, CZR, FLUT, MGM, PENN) Don’t Bet on Louisiana’s 51% Tax Hike

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Joe Lieber

CZR (US), DKNG (US), FLUT (US), MGM (US), NFLX (US), PENN (US)