Reformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
Platform | Substack | Pricing | Only free issues | Publishes | Twice weekly |
---|---|---|---|---|---|
Issues | 12 | Subscribers | Read | adamjosephson.substack.com |
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I wrote two days ago about the growing list of prominent consumer companies that have cut their full-year sales guidance in the last three months on account of weakness in consumer spending. If this morning is any indication, the list is ab...
I’ve written at length about some of the mixed economic signals in the U.S.: above-trend GDP growth, continued strength in services spending and record household net worth, yet at the same time rising and elevated auto and credit card delin...
The Bureau of Labor Statistics released real (inflation-adjusted) earnings data for September this morning. I focus on real average weekly earnings because they incorporate changes in the average workweek, which has been in a steady decline...
I wrote yesterday about the unusually large number of consumer-related companies to have cut their full-year sales guidance in recent months amid an apparently healthy economy with above-trend GDP growth and robust corporate profit growth. ...
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Reformed sell-side equity research analyst; my background is in paper & packaging, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
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