Weekend Digest 301: The Case For CACI, PAC Earnings, Recession In 2025?, BF Earnings Reaction
CACI & Defense contractors + earnings, tariffs, and the recession trade
Summary
Takeaways from Pacifico's earnings and 2025 guidance.
Brown-Forman soars on a mixed earnings report. How pod shops and short sellers have provoked dramatic volatility in the consumer staples space.
Is a recession coming in 2025? Flip a coin. However, we are clearly heading toward a recession trade as opposed to a stagflation one. Here's why.
Defense…
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