The Calamos Blog

Take the Data, Leave the Cannoli

Stephen Roseman

Stephen Roseman reflects on the impact of technology on consumers, retailers and investors.

Read Article

The Times They Are A-Changin’

Stephen Roseman

Since the U.S. credit crisis began, economists and investors alike were taken aback by how well consumer spending held up, especially for relatively "small ticket" consumer discretionary items — iPads, shoes, handbags, dining out, et cetera.

Read Article

You Want Me to Do WHAT with my Inventory?

Stephen Roseman

It's not only investors who have been risk-averse since the credit crisis. Of late, it seems that plenty of company managements, especially in retail, have been similarly concerned about repeating their collective experience of the credit crisis.

Read Article