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Sierra’s CIO, James St. Aubin on Barron’s: Lessons Learned From Retail Earnings Season (Article 3/8/2023)

March 8th, 2023

St. Aubin touches on some of the 4 Things Learned From Retail Earnings Season

“The consumer just hasn’t puckered up,” said James St. Aubin, chief investment officer at Sierra Investment Management. Consumers’ resilience has confounded economists and retailers alike, and has been attributed to a host of factors, from the lingering effects of the pandemic-era stimulus checks to the strength of the labor market.


The thoughts and opinions expressed in the article are solely those of the person speaking as of 3/8/2023. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The viewer must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.