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Topic
Industrials
All Hawk Thorne coverage tagged “Industrials” newest first.
8 articles
1 August
Equities
Small-cap futures keep adding shorts while large caps unwind theirs
Hawk Thorne Research
17 July
Equities
Four earnings misses, four different reasons, and a S&P short that keeps building
Hawk Thorne Research
15 July
Equities
A three-year-low short book covers into a manufacturing beat, leaving IBM and Apple exposed
Hawk Thorne Research
3 July
Equities
The weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirely
Hawk Thorne Research
2 July
Equities
Auto earnings are splitting into winners and losers, and the index still can't tell the difference
Hawk Thorne Research
2 July
Equities
The consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it
Hawk Thorne Research
1 July
Equities
Consumer demand is cooling faster than corporate cost cuts can offset it
Hawk Thorne Research
1 July
Macro & Policy
Liquidity is papering over a manufacturing slowdown that spans two continents
Hawk Thorne Research
Industrials · Hawk Thorne
