The month of September marked the five year anniversary of a seminal event in the modern history of financial markets: the failure of Lehman Brothers, the largest bankruptcy in the history of the United States. While a lot has changed, much stays the same: uncertainty...

We recently concluded our Spring conference circuit by attending, as we do every year, the Consumer Analyst Group of New York (CAGNY) annual conference in Boca Raton, Florida, and the Consumer Analyst Group of Europe (CAGE) annual conference in London. These conferences yielded new investment...