Beyond The Trump Trade: U.S. Equity Investing In A New Policy Era

By Nicholas P. Brown (Reuters) – Big-name retailers such as Walmart (NYSE:) are increasingly using analytics to blunt the impact of one of the most unpredictable performance variables of shopping: weather. Weather data, once used strictly for inventory planning, is now helping retailers localize advertising and decide when to discount seasonal items such as sweaters….

PepsiCo's results exceed expectations on international growth, soda demand rebound Source link

   I start my valuation classes with a question of whether valuation is an art or a science, and I argue that it is neither; it does not have the precision that characterizes a science and unlike an art, it does come with principles that constrain you on what you can and cannot do. I…