SEMI-MONTHLY FISCAL/MONETARY UPDATE – IT’S GETTING INTENSE! January 2, 2019articles, Uncategorizeddeficits, FED, GDX, GDXJ, GLD, GOLDRoger Lipton
SEMI-MONTHLY FISCAL/MONETARY UPDATE – MAJOR RISKS SURFACE December 17, 2018articles, Uncategorizeddeficits, GDX, GDXJ, GLD, GOLDRoger Lipton
SEMI-MONTHLY FISCAL/MONETARY REPORT – RISING DEFICITS, EVEN FASTER RISING DEBT – “WE’VE ONLY JUST BEGUN” October 3, 2018articles, Uncategorizeddeficit, GOLDRoger Lipton
SHAKE SHACK REPORTS Q1’18 – EXPANSION POTENTIAL, ALSO SIGNIFICANT RISK – UNIT LEVEL ECONOMICS SLIPPING May 10, 2018articles, UncategorizedBURGERS, shak, shake shackRoger Lipton
RESTAURANT BRANDS, INC. (QSR) – A Great Number of Moving Parts, Financial, Legal, Operationally April 26, 2018articles, UncategorizedQSR, RBI, RESTAURANT BRANDSRoger Lipton
MOD Pizza – Updated writeup – click above at “Privately Held Up & Comer” April 20, 2018articles, UncategorizedFast Casual Pizza, MOD PizzaRoger Lipton
STARBUCKS – Great company, still, but stock will continue to underperform March 12, 2018articles, UncategorizedSBUX, STARBUCKSRoger Lipton
DAVE & BUSTER’S (PLAY) – THE BATTLE OF THE BULLS AND BEARS! December 11, 2017articles, UncategorizedDAVE & BUSTERS, Main Event, PLAY, TopgolfRoger Lipton
SIMON V. STARBUCKS – BIG BOY COURT CASE – WARMS MY HEART! September 7, 2017articles, UncategorizedSBUX, Simon Properties, STARBUCKSRoger Lipton
