Subscription Service

Regular Analysis of industry trends

The subscription service provides regular analysis of industry trends and issues that impact both public and private companies. Recent publications have addressed:

  • Dividend policy
  • Public market valuation
  • Gross margin evolution

Macro Issues

We have also written about broader issues such as:

  • Europe
  • Housing
  • M&A
  • The US natural gas advantage
  • Inventory trends
  • Investor skepticism