Ironside Research 

For investors seeking contrarian viewpoints and interesting situations in the stock market. Looking for value at the end of the day. Long by nature, short by necessity.

This is clearly a sign that the good times will indeed roll on forever… right? Thanks

Everyone obsessing over Fed cuts while IG spreads silently grinding to 80bps. And pensions keep buying....

Context? All-time low is 51bps in 1997.

Peak complacency or new regime?

as was more or less expected after its latest earnings report, the only clear winner was Starbuck’s new CEO

Despite A New CEO, Starbucks Still Has A Long Way To Go
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Once again, more confirming news that Starbucks is no longer a growth story, and investors should stop expecting it to be. Check out my latest deep dive on Starbucks to get the bigger picture.