• Reality Check: Why The "Millennial Boom" Won’t Save The U.S. Economy

    World-renowned demographer Neil Howe explains why Wall Street’s optimists should prepare for a “grim” U.S. economic outlook. Read the report free.

Takeaway: UAA now high conviction short, and I struggle as to why it’s not above KSS. KSS likely to miss, miss, miss, etc... UAA likely to be visceral

Position monitor changed today. UAA now high conviction short, and I struggle as to why it’s not above KSS. KSS likely to miss, miss, miss, etc... UAA likely to be visceral.

 UAA | Why Not a better Short than KSS - Position Monitor 3 6 18