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Shein moving IPO to London

• Shein is a fast-fashion giant that was founded in China but is now based in Singapore

• It is considering switching its IPO from New York to London due to regulatory hurdles and scrutiny over its supply chain and ties to China

• It is seeking a valuation of $80 billion to $90 billion and could be one of London's biggest ever listings

• It has a loyal customer base, especially among Gen Z, and has outperformed its rivals during the pandemic with its low prices and fast delivery

EU's GRANOLAS

• Granolas is an acronym coined by Goldman Sachs for 11 European stocks that are internationally exposed, quality growth compounders with strong balance sheets and dividends

• They are: GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L'Oreal, LVMH, AstraZeneca, SAP and Sanofi

• They account for almost a quarter of the Stoxx 600 market cap and have dominated the European market performance in the past year

• They have also outperformed the US Magnificent Seven tech giants over the past two years on a risk-adjusted basis

• They are diversified across healthcare, consumer staples and tech sectors and have solid earnings growth prospects

The Streaming Market

• The streaming market consists of video-on-demand (VOD) and music streaming services that deliver content over the internet

• The global streaming market size was valued at $455.45 billion in 2020 and is projected to grow at a CAGR of 19.3% from 2021 to 2030

• The US is the largest streaming market in the world, accounting for nearly 58 billion U.S. dollars of VOD revenue and more than 14.2 billion U.S. dollars of music streaming revenue in 2020

• The streaming market is highly competitive and fragmented, with many players vying for subscribers and content

• Some of the leading streaming platforms are Netflix, Disney+, Amazon Prime Video, Hulu, Spotify, Apple Music, YouTube Music and Pandora

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• Glassdoor rankings, reflecting employee satisfaction and corporate culture, can influence investor perception and thus potentially affect stock returns. High rankings may signal strong management and operational efficiency.
• Despite its innovative edge and market leadership in electric vehicles, Tesla has experienced value loss, possibly due to production challenges, competition, and market sentiment shifts.
• FanDuel and DraftKings dominate the online sports betting market, leveraging their early mover advantage, user-friendly platforms, and extensive market reach to secure significant market shares.
• Revenue sources for these companies vary from direct product sales (Tesla) to subscription services, advertising, and transaction fees (FanDuel/DraftKings).
• The market capitalization of these companies reflects their industry dominance, investor confidence, and growth expectations, though Tesla has seen fluctuations due to its operational and market challenges.
• The trend towards digitalization and electrification may continue, benefiting companies like Tesla, FanDuel, and DraftKings due to their established positions and adaptability to market demands.
• Profit margins vary, with Tesla investing heavily in expansion and innovation, while FanDuel and DraftKings benefit from lower operational costs of digital platforms.
• Growth potential remains high for all, driven by market expansion, technological advancements, and consumer adoption trends.
• Consumers benefit from increased choice, innovation, and convenience, while markets face heightened competition, regulatory scrutiny, and the need for sustainable practices.

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Expedia’s Earnings/Forecast: Expedia Group reported annual revenues of $13 billion, aligning with forecasts, and anticipates a revenue increase to $14 billion in 2024. Despite a recent dip in share price, earnings per share (EPS) are expected to surge to $9.261. The travel industry’s rebound post-pandemic is a driving force behind this growth, with Expedia poised to capitalize on the renewed wanderlust of consumers.

Krispy Kreme’s Performance: Krispy Kreme exhibited a robust performance with an 11.4% increase in net revenue to $450.9 million. Organic revenue growth stood at 13.2%, showcasing the company’s effective expansion strategy. However, operating income experienced a downturn, reflecting the costs associated with global expansion efforts2. Innovative product offerings and strategic market penetration fuel Krispy Kreme’s growth trajectory.

Top 5 Largest Private Unicorn Companies: The leading unicorns, based on valuation, are ByteDance ($225 billion), SpaceX ($150 billion), SHEIN ($66 billion), Stripe ($50 billion), and Databricks ($43 billion)3. These companies have disrupted traditional markets with technological advancements and innovative business models, contributing to their massive valuations.

Market Impact and Consumer Trends: The success of these companies reflects a broader trend toward digitalization and market disruption. Consumers benefit from enhanced services and products, while markets experience increased competition and innovation. The trend will likely persist as these companies expand their influence and drive industry standards.

Economic Implications: Investing in these sectors offers the potential for significant returns as they are at the forefront of technological innovation and consumer trends. These companies' revenue and market cap growth indicate a strong potential for continued expansion and profitability.

Growth Potential: The large players in these spaces have demonstrated remarkable resilience and adaptability, suggesting their growth potential remains high. Their ability to innovate and capture market share is a testament to their long-term viability and influence on global markets.

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Piracy growth: Internet piracy is surging as users seek free and convenient access to digital content amid the proliferation of streaming services. Piracy sites received 141 billion visits in 2020, a 13% increase from 20191. Piracy harms the economy, the creators, and the consumers, reducing revenue, jobs, and innovation. Piracy also exposes users to malware, fraud, and legal risks.

LVMH portfolio size: LVMH is the world’s largest luxury goods group, with 75 prestigious brands in various sectors, such as fashion, jewelry, perfumes, and wines. LVMH’s revenue in 2020 was 44.7 billion euros, a 17% decline from 2019 due to the COVID-19 pandemic. However, LVMH’s revenue in 2021 was 86.2 billion euros, a 93% increase from 2020, as the luxury market recovered strongly. LVMH’s market cap as of February 9, 2024, was 403.6 billion euros.

Fair Issac Corp performance: Fair Issac Corp (FICO) is a leading provider of analytics software and credit scores. FICO’s revenue in 2020 was 1.2 billion dollars, a 7% increase from 2019. FICO’s revenue in 2021 was 1.5 billion dollars, a 25% increase from 2020. FICO’s revenue in the first quarter of 2022 was 382 million dollars, a 14% increase from the same quarter of 20216. FICO’s market cap as of February 9, 2024, was 32.7 billion dollars.

These three topics are related to the trends of digital transformation, consumer behavior, and data analytics, which are likely to continue and shape the future of various industries and markets. Investors, businesses, and consumers should consider these trends and their implications.

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This podcast explores three trends worth investing in for the future: the JOLTs report, airport stocks, and dating stocks. The JOLTs report shows the demand and supply of workers in the US labor market and reveals a paradox of high job openings, low hires, and high quits. This indicates a mismatch between workers and employers and a labor supply shortage.

Airport stocks have been recovering from the COVID-19 pandemic, as air travel demand has increased due to the vaccine rollout, the lockdown easing, and the consumer confidence restoration.

Dating stocks have grown as online dating has become more popular and mainstream, especially among younger generations. Match Group is a company dominating the online dating market, as it has a large and loyal user base, a diversified portfolio of brands, and a robust innovation pipeline.

These trends are exciting and profitable but also impactful and meaningful, as they can potentially improve our lives, society, and planet. However, investing in any trend or company involves risks and uncertainties, so you should always research and diligence before making investment decisions.Follow on Instagram: @trendi_pod.

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Traditional news faces a reckoning as layoffs and digital competition bite. MercadoLibre, Latin America's e-commerce king, feasts on the mobile boom, growing at 82% and diversifying with fintech. 2023's stock stars were energy giants like ExxonMobil, riding high on oil prices, and tech titans like Microsoft, resurgent in cloud computing. This trend isn't fading: MercadoLibre's market cap of $83 billion and Microsoft's at $2.5 trillion hint at their dominance and growth potential. Consumers get diverse digital marketplaces, and healthcare giants like UnitedHealth thrive while energy prices remain high. Markets adapt, with new investment opportunities emerging in digital media and Latin American e-commerce. The future is digital, mobile, and diversified – prepare for the ride.

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In this episode, we discuss the latest trends and predictions for 2024 in the fields of AI and Web3, two of the most exciting and disruptive technologies of our time. We also cover the performance of the capital markets and the economy, the energy transition, and the challenges and opportunities in the venture capital ecosystem. Tune in to hear our insights and analysis on the state of the world and the future of innovation.

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Uber joined the S&P 500, marking a significant achievement after overcoming challenges. VF Corp, owner of brands like The North Face, suffered a cyberattack, impacting customer data and stock. Xfinity, owned by Comcast, also faced a cyberattack causing widespread outages. CrowdStrike Holdings, a cybersecurity provider, saw a stock rise post-attacks. Hasbro, Etsy, and Nike announced layoffs due to factors like digital trends and market changes. Walmart might benefit from this in the coming years. Follow @trendi_pod on Instagram for more updates.

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Blackstone (NYSE: BX) acquired Rover, the world's largest network of pet sitters and dog walkers, for $1.35 billion in November 2023. The private equity firm sees Rover as a leader in the fast-growing online pet care market, which is expected to reach $54.9 billion by 2027, growing at a compound annual growth rate (CAGR) of 8.6% from 2020 to 2027. Blackstone plans to invest in Rover's growth, expansion, and innovation and leverage its expertise and resources to help Rover scale its platform and services. Blackstone's stock has been performing well, reaching an all-time high of $152.68 on November 29, 2023. The company reported a revenue of $23.4 billion and a net income of $6.8 billion for the fiscal year 2020, up 14% and 9%, respectively, from the previous year, 2023. Blackstone faces competition from other private equity firms, such as KKR, Carlyle, and Apollo, who are also active in the pet care sector. However, Blackstone has a strong track record, a diversified portfolio, and a large capital base, which could help it capitalize on the pet care opportunity.

Cigna (NYSE: CI) is in talks to merge with Humana, another major health insurer, in a deal that could be finalized by the end of this year, according to the Wall Street Journal. The merger would create a new powerhouse in the health care industry by combining Cigna's strength in the employer-sponsored and individual markets with Humana's leadership in the Medicare Advantage market. This would create a more diversified and competitive player in the health insurance space, generating significant cost savings and synergies and enhancing the companies' capabilities in digital health, value-based care, and pharmacy services. Cigna's stock has been on a steady rise, reaching a 52-week high of $268.25 on November 29, 2023. The company reported a revenue of $160.4 billion and a net income of $8.5 billion for the fiscal year 2020, up 11% and 66%, respectively, from the previous year. Cigna faces competition from other health insurers, such as UnitedHealth, CVS Health, and Anthem, who are also pursuing mergers and acquisitions to expand their scale and scope. However, Cigna has a loyal customer base, a broad network of providers, and a strong innovation culture, which could help it maintain its leadership position in the healthcare market.

JPMorgan Chase (NYSE: JPM) benefits from the higher interest rate environment, boosting its net interest income and margins. Higher interest rates also reflect a stronger economy and higher demand for loans, which increase the bank's lending and fee income. The bank is also well-positioned to weather any potential financial stress or volatility, as it has a robust capital and liquidity position, a diversified business mix, and a prudent risk management strategy. JPMorgan Chase's stock has been bullish, reaching an all-time high of $172.75 on November 8, 2023. The bank reported revenue of $122.9 billion and a net income of $29.1 billion for the fiscal year 2020, up 4% and 20%, respectively, from the previous year. JPMorgan Chase faces competition from other banks, such as Bank of America, Citigroup, and Wells Fargo, who also benefit from the higher interest rate environment. However, JPMorgan Chase has a leading market share, a loyal customer base, and a strong innovation culture, which could help it outperform its peers in the banking sector.

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Microsoft is working on its artificial intelligence (AI) chips to power cloud computing, edge devices, and gaming consoles. These chips have been designed to enhance the performance and efficiency of AI applications, such as natural language processing, computer vision, and machine learning. Microsoft's AI chips include the Azure NPUs for its Azure cloud platform, the HoloLens 2 for its mixed reality headset, Project Brainwave for real-time AI inference, and Project Scarlett for its next-generation Xbox. Although the company has not disclosed its revenue from AI chips, its overall revenue from the intelligent cloud segment was $55.3 billion in 2022, up 23% from 2021. Microsoft's market cap is $2.3 trillion, making it the second most valuable company in the world. The company's profit was $61.3 billion in 2022, up 38% from 2021. Analysts estimate that Microsoft's growth potential is 14.9%.

Vita Coco holds a monopoly in the US coconut water market, with a 46% share in 2020. The brand was established in 2004 by Michael Kirban and Ira Liran, who saw an opportunity to introduce coconut water to the American market. Vita Coco uses fresh coconuts from Brazil, Indonesia, the Philippines, and Sri Lanka to produce various products, including coconut water, coconut milk, coconut oil, and coconut snacks. In 2020, the company generated $421 million in revenue, a 26% increase from the previous year, and has been profitable since 2007. While the company faces competition from other coconut water brands like Zico, Harmless Harvest, and O.N.E., its future growth potential remains uncertain.

Georgia, a state in the southeastern region of the US, and Georgia, a country in the Caucasus region of Eurasia, have vastly different economies. Georgia, the state has a population of 10.8 million and a GDP of $646 billion in 2020, while Georgia has a population of 3.7 million and a GDP of $17.7 billion in 2020. In Georgia, the state, the primary sources of revenue are services, manufacturing, agriculture, and tourism. Meanwhile, in Georgia, the country, the primary sources of revenue are services, industry, agriculture, and remittances. The GDP per capita of Georgia the state was $59,904 in 2020, ranking 18th among the US states. In contrast, Georgia the country's GDP per capita was only $4,762 in 2020, ranking 125th among the world countries. Both Georgia the state, and Georgia the country, experienced negative GDP growth rates in 2020 due to the COVID-19 pandemic. Georgia, the state's GDP growth rate was -3.7%, while Georgia the country's GDP growth rate was -6.1%. The Atlanta Fed's GDPNow model predicts that Georgia the state's GDP growth potential is 4.4%, while the IMF's World Economic Outlook predicts that Georgia the country's GDP growth potential is 4.3%.

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Yellow and Convoy’s bankruptcies: Yellow, a 99-year-old trucking company, filed for bankruptcy in August 2023 after failing to pay its pension and health insurance obligations to its unionized workers. The company also lost customers and revenue due to the pandemic and its high debt load from acquisitions. Convoy, a digital freight brokerage startup, shut down in July 2023 after failing to find a buyer. The company faced fierce competition from other players, such as Uber Freight and Amazon Logistics, as well as regulatory and legal challenges. The company also struggled with the volatility and uncertainty of the freight market, which was affected by the pandemic, the chip shortage, the labor shortage, and the climate crisis.Late car loan payments hit record: Late car loan payments hit a record high in September 2023, as many Americans struggle to keep up with their monthly bills amid rising inflation, interest rates, and living costs. According to a Fitch Ratings report, the percentage of auto borrowers who were at least 60 days late on their payments rose to 6.11% in September 2023. This is the highest default level in nearly three decades and a notable increase from the previous record of 5.93% in January 20231. The delinquency rate was incredibly high for subprime borrowers, those with credit scores below 640, who accounted for 6.11% of the late payments in September 2023, up from 5.01% in June 2023.Annual visits to strip malls increased 18% last year compared with before the pandemic: A data analysis by Placer.ai, a transportation data company, shows that shopper visits to malls have rebounded after the pandemic. The study, which analyzed foot traffic at more than two dozen “top-tier” malls across the country, found that as of June, national mall visitor numbers exceeded pre-pandemic levels by 5%. This comes after visitation dropped by 91% in April 2020, the height of the pandemic. Chicago has seen the biggest recovery in mall visits, with an 18% increase in June compared to January 2020. The report authors suggest that the spike in mall visits is likely due to possible “revenge spending” and “pent-up demand” after nearly 18 months of restrictions.Follow on Instagram: @trendi_pod.

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Smile Direct goes bankrupt: Smile Direct Club, a company that provides teeth-straightening services through remote clear aligners, filed for Chapter 11 bankruptcy protection on October 1, 2023. The company faced several challenges, such as declining revenues, legal disputes, and the impact of the COVID-19 pandemic, that led to its financial troubles. The company had $499 million of assets and more than $1 billion of liabilities at the time of filing. The company said it intends to continue providing oral care to its customers without disruption and has secured financing from its founders and other lenders.

Few Americans are switching jobs: Despite the so-called “Great Resignation” that has seen employees leaving their jobs in record numbers, the rate of transitioning to a different employer has declined to 4.1% in July 2023, compared to 5.9% in July 2022. According to a survey by PBS, NPR, and Marist, 38% of U.S. workers said they changed jobs in the past two years, similar to the 32% who said the same in 2018. The most common reason for changing jobs was better pay (32%), followed by better job opportunities, relocation, job loss, more flexible hours, and the option to work remotely. The survey also found that millennials, Gen Z workers, lower-income workers, and Democrats were more likely to report receiving a pay raise in the last year.

Office real estate is still getting crunched: The office property market is facing a crisis as vacancy rates, rents, and values are falling due to the effects of distributed work and artificial intelligence. In the first quarter of 2023, U.S. office vacancy topped 20% for the first time in decades, and office building appraisal values were down 25% from a year ago. Office attendance is still below 50% of its pre-COVID level, and a third of all office leases expire by 2026, which could lead to higher vacancies and lower rents. Some landlords are defaulting on their loans or threatening to return the keys to the banks, which could negatively affect banks, pension funds, city tax revenues, and the economy.

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Today I have a special guest, a Filipino from Dublin, Ireland, who is an expert on personal finance and online platforms. We're going to discuss some of the top business news trends that have been making headlines recently, such as:

• Intuit's decision to shut down Mint.com, one of the most popular budgeting apps in the US. What does this mean for the millions of users who rely on Mint to manage their money? And what are the alternatives that can offer similar features and security?

• JetBlue's stock price plummeting to a 12-year low, amid rising fuel costs, labor disputes, and increased competition from other airlines. How can JetBlue recover from this slump and regain its reputation as a customer-friendly and innovative carrier?

• Airbnb's disappointing quarterly results, which showed that the company missed its revenue expectations by a wide margin. What are the challenges that Airbnb faces in its quest to dominate the global travel market? And how can it overcome the regulatory hurdles and legal battles that it faces in many countries?

• Disney's deal to buy out Comcast's stake in Hulu, giving it full control over the streaming service. What are the implications of this move for the streaming wars, and how will it affect Disney's own platform, Disney+? And what are the opportunities and risks for Hulu's original content and partnerships?

• Starbucks and Pinterest beating expectations in their most recent earnings reports, showing strong growth and resilience in their respective sectors. What are the factors that contribute to their success, and what are the strategies that they use to attract and retain customers and users?

These are some of the questions that we'll explore in this episode, so stay tuned and don't forget to subscribe to our podcast for more insights and analysis on the business world.

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According to a study released by United Van Lines, Americans flocked South in 2021. Of the ten states with the highest inbound move percentages, half of them – South Carolina, West Virginia, Florida, Alabama, and Tennessee – are in the South. The South’s net domestic migration from July 1, 2019, to June 30, 2020, already the largest among the regions, increased by another 154,000 in the 2020-2021 period.The North American HVAC system market size was valued at USD 41.67 billion in 2021. The market is projected to grow from USD 43.67 billion in 2022 to USD 62.31 billion by 2029, exhibiting a CAGR of 5.2% during the forecast period. Some prominent U.S. HVAC systems market players include Carrier Corporation, Daikin Industries, Ltd., Emerson Electric Co., Johnson Controls International plc, Lennox International, Inc., and Trane Technologies. Carrier Corporation has a market cap of USD 45.432 billion. Daikin Industries has a market cap of USD 59.35 billion.Did you know that the global retail industry is predicted to grow by 3.4% in 2026, while the US retail sales growth is estimated to be 4.5% in 2023? The retail industry is expected to grow by an average of 4.6% annually from 2020 to 2026, with a projected total retail sales of $32.8 trillion in 2026. Due to the COVID-19 pandemic, global retail sales decreased by 2.9% in 2020. However, it bounced back in 2021 with a growth of 9.7%. It's projected that by 2022, global retail sales will reach around 27.3 trillion U.S. dollars, which is up from approximately 23.7 trillion U.S. dollars in 2020.Follow on Instagram: @trendi_pod

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Vietnam had massive growth in 2022. See why they are trending ahead of everyone in Asia.  TJX is positioned to keep trending up as shoppers are pushed to discount retailers.  VC's investments are trending down on riskier companies as macro headwinds and unicorn blowups like FTX shake up the space. *This is a repeat of Episode 11 and focuses on trends and not financial advisement. Follow on Instagram: trendi_pod

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Splunk, a leader in cybersecurity and observability software, was acquired by Cisco for $28 billion in cash in September 2023. This was one of the largest deals in the software industry's history, reflecting Cisco's strategic vision to expand its cloud and security offerings. Splunk's products help organizations monitor, analyze, and respond to data from various sources, such as applications, devices, and networks. Cisco plans to integrate Splunk's capabilities into its own platforms, creating a comprehensive solution for customers.

The accounting profession is facing a severe talent shortage, as more than 300,000 U.S. accountants and auditors have left their jobs in the past two years, a 17% decline. The main reasons for this exodus are burnout, low pay, lack of career advancement, and increased automation. Many accountants have switched to other fields, such as finance, consulting, or technology, where they can leverage their skills and experience. The talent gap poses a serious challenge for the accounting industry, which must attract and retain qualified professionals to meet the growing demand for accounting services.

U.S. households built up savings at unprecedented rates following the strong fiscal response and lower consumer spending related to the pandemic. According to the Bureau of Economic Analysis, the personal saving rate reached a record high of 33.7% in April 2020 and remained above 10% until July 2021. This means that Americans saved more than $2 trillion during this period, which could be used for future consumption or investment. However, some economists warn that the high saving rate may also indicate uncertainty and caution among consumers, who may be reluctant to spend due to the health and economic risks posed by the pandemic.

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Amazon Prime Video to Add Ad-Tier Version Amazon Prime Video is adding an ad-tier version in early 2024. Existing users will automatically be on the ad tier, with the option to pay an extra $2.99 monthly for the ad-free plan. The roll-out will start in the US, UK, Germany, and Canada, with France, Italy, Spain, Mexico, and Australia to follow later in the year.Rupert Murdoch Steps Down from Fox Corp Rupert Murdoch stepped down as chairman of Fox Corp on September 22, 2023. He will remain CEO and chairman of News Corp, the parent company of Fox News and The Wall Street Journal. His son, Lachlan Murdoch, will become chairman of Fox Corp.Hollywood Strikes Reach Agreement The Writers Guild of America (WGA) and the Directors Guild of America (DGA) reached an agreement with the Alliance of Motion Picture and Television Producers (AMPTP) on September 23, 2023, averting a strike. The new three-year contract includes higher wages, better health care benefits, and more streaming residuals. The agreement also includes new diversity and inclusion initiatives.Two Trendi Stats: Amazon Prime Video has over 200 million subscribers worldwide. Rupert Murdoch is the 33rd richest person in the world, with a net worth of $24.2 billion.Follow on Instagram: @trendi_pod.

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Rent the Runway is an online platform that allows users to rent, subscribe, or buy designer apparel and accessories. It was founded in 2009 and went public in 2021, valuing the company at about $1.5 billion. Rent the Runway offers various plans for customers, such as one-time rentals, monthly subscriptions, or pre-loved items to keep. Rent the Runway also operates brick-and-mortar stores in some cities, where customers can try on and rent dresses on the spot. Some of its main competitors include Le Tote, Armoire, Nuuly, Stitch Fix, Gwynnie Bee, and Vince Unfold. These are similar services that offer rental or subscription options for fashion items with different price points, brands, and styles.

Arm is a company that develops and licenses RISC instruction set architectures (ISAs) for computer processors. Arm also designs and licenses cores that implement these ISAs and system architectures, development tools, software, and security technologies. Arm’s technology is widely used in various markets, such as automotive, computing, infrastructure, consumer, and Internet of Things (IoT). Arm’s technology enables artificial intelligence, security, 5G, cloud computing, edge computing, high-performance computing, and more. Arm went public on September 14, 2023, at an initial public offering price of $21 per share, valuing the company at about $60 billion. The company sold about 95.5 million shares and raised almost $2 billion from the offering. The stock jumped nearly 25% during its first trading day, closing at $63.59 per share. Arm’s IPO was the largest in 2023 and the biggest since Rivian’s in 2021. Arm’s growth potential is high as it expects the total market for its chip designs to be worth about $250 billion by 20253. Arm also faces competition from other chip companies such as Intel, AMD, Nvidia, and Qualcomm.

Lionel Messi is a soccer superstar who confirmed that he would sign for Inter Miami in MLS. The deal is incomplete, but The Athletic reports he could get a share of Apple TV+ revenue. Apple and MLS signed a 10-year, $2.5 billion deal based on a new soccer streaming package called MLS Season Pass. Messi’s signing could boost the popularity and profitability of MLS and Apple TV+ and attract more fans and subscribers to the service. Messi’s new deal with Apple is part of a larger trend of big tech companies buying sporting rights to stream live events on their platforms. Amazon, Facebook, Google, and perhaps Apple could be in the mix for bidding for more major sporting events, such as the NFL’s Monday Night Football and Major League Baseball games, when they go up for renewal in 2021-22. Big tech companies have also increased spending for sports streaming rights for tennis, soccer, baseball, and fringe events like surfing. Big tech companies see sports streaming as a way to attract more users, generate more revenue, and compete with other entertainment platforms. However, big tech companies may not gain exclusive rights to major sports contracts or championship events and push over-the-air broadcasters aside. Broadcasters offer national reach, something streaming services can’t match.

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AFTER A PROLONGED SLUMP, the IPO market shows signs of recovery, with several high-profile companies planning to go public in September 2023. Among them are Arm Holdings, Instacart, and Birkenstock, which are expected to raise billions of dollars and command hefty valuations. Arm Holdings, a chip designer owned by SoftBank Group, filed for the year's biggest IPO, seeking a valuation of up to $52 billion. Instacart, an online grocery delivery platform, revealed its profitability and a strategic investment from PepsiCo in its filing. Birkenstock, a footwear maker known for its sandals, is also gearing up for a listing that could value it at more than $5 billion.

These IPOs could help revive investor interest in new issues, which rising interest rates, inflation, geopolitical tensions, and a broad market downturn have dampened. The Nasdaq dropped 33% in 2022, while the S&P 500 fell 19.4%, making it the worst year for IPOs since 2009. Only 14% of the 397 IPOs in 2021 are trading above their offer prices as of September 1, 2023.

In addition to the IPOs, some notable developments in the retail sector could affect the market sentiment. Target announced that it will add Starbucks to its curbside pickup service, allowing customers to order coffee and other items from the app and have them delivered to their cars. This move could boost Target's sales and customer loyalty and give Starbucks an edge over its competitors in the delivery space. Tapestry, the owner of Coach and Kate Spade, said it will acquire Capri Holdings, the parent company of Michael Kors and Versace, for $8.5 billion in stock. The deal will create a luxury fashion powerhouse with more than $10 billion in annual revenue and a diversified portfolio of brands.

The IPO market and retail sector outlook is cautiously optimistic as these companies seek to capitalize on their growth potential and competitive advantages. However, there are still many uncertainties and risks that could derail their plans or affect their performance. The IPO market is susceptible to market conditions and investor sentiment, which can change quickly and unpredictably. The retail sector faces supply chain disruptions, labor shortages, changing consumer preferences, and regulatory pressures. Therefore, these companies must demonstrate their resilience and adaptability to succeed in the long term.

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The global hardware market experienced a significant decline in 2023, mainly due to the prolonged effects of the COVID-19 pandemic. China, the largest producer and consumer of hardware products, faced a slow recovery as it struggled with supply chain disruptions, labor shortages, and geopolitical tensions. On the other hand, India and Vietnam benefited from the shift in demand and production, as they offered lower costs, higher quality, and more innovation. These two countries also invested heavily in digital transformation and green technologies, which gave them a competitive edge in the post-pandemic era.

Another major challenge in 2023 was the shortage of workers in some essential sectors, such as education, plumbing, and aviation. The aging population, the low birth rate, and the lack of skilled workers contributed to this problem. Many countries tried to address this issue by offering incentives, training programs, and immigration policies, but the gap between supply and demand remained large. This situation negatively impacted many regions' quality of life, economic growth, and social stability.

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Zoom, the popular videoconferencing platform during the pandemic, has seen its growth slow down as more people return to the office and classroom. According to its latest earnings report, Zoom's revenue was up 54% year-on-year in the second quarter of 2022, but this was a deceleration from 355% growth in the same quarter last year. Zoom also issued a disappointing forecast for the next fiscal year, which was below analyst expectations. Zoom is now shifting its focus to the enterprise market and expanding its platform beyond meetings.

Shrinkage in retail refers to loss of product from causes other than sales. Whether it is from theft, accounting errors, or broken items, shrinkage is often measurable and preventable. Shrinkage can occur because of shoplifting, employee theft, return fraud, administrative errors, and operational loss. Shrinkage can hurt a retailer's profitability and customer satisfaction. To prevent shrinkage, retailers can implement various strategies such as installing security cameras, training employees, enforcing return policies, conducting regular audits, and using inventory management software.

Novo Nordisk is a global healthcare company specializing in diabetes care, obesity treatment, and other chronic diseases. Novo Nordisk has grown steadily in recent years, driven by its innovative products and strong market position. In 2022, Novo Nordisk reported a 9% increase in sales and a 14% increase in operating profit at constant exchange rates. Novo Nordisk also raised its outlook for 2023, expecting sales growth of 5% to 9% and operating profit growth of 6% to 10% at constant exchange rates. Novo Nordisk invests in research and development to bring new solutions to patients with growth disorders, cardiovascular diseases, and other rare endocrine disorders.

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US GDP Growth

The US economy grew by 5.7% in 2021, recovering from a 3.4% contraction in 2020 due to the Covid-19 pandemic. The growth was driven by strong consumer spending, business investment, and exports, while government spending and imports declined. The fourth quarter of 2021 saw a 6.9% annualized increase in real GDP, the fastest pace since the third quarter of 2020. The US GDP growth rate is expected to moderate to 2.4% in the second quarter of 2023 as the effects of fiscal stimulus fade and inflation pressures rise.

Wind Energy Market

The US wind energy market had a record year in 2020, adding 16,836 MW of new capacity and representing the largest source of new electric-generating capacity. The total installed wind capacity reached 121,955 MW by the end of 2020, providing more than 10% of electricity in 16 states and over 30% in five states. The wind energy market grew in 2021, especially in the offshore and distributed segments. The US offshore wind pipeline expanded by 24% to 35,324 MW, with two projects totaling 42 MW in operation and 15 projects in the permitting phase. The US distributed wind sector added 14.7 MW of new capacity with 1,493 new turbines across 11 states, bringing the total to 1,055 MW from more than 87,000 turbines.

Travel Industry

The travel industry was severely hit by the Covid-19 pandemic, with travel spending dropping by 42% in 2020 and international arrivals plunging by 76%. However, the industry started to recover in 2021, thanks to increased vaccination rates, pent-up demand, and accumulated savings. Travel spending improved by 5.5% year-to-date through May 2023, while overseas arrivals made little progress and remained 26% below pre-pandemic levels. Air travel demand increased by 12% in June compared to last year's, while hotel demand remained below pre-pandemic levels for the fourth consecutive month. The travel industry faced new challenges from the emergence of the omicron variant, which led some countries to tighten their borders again and dampen consumer confidence.

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UPS (United Parcel Service):

UPS is a global package delivery and logistics company that has experienced significant growth over the years. With a focus on e-commerce, UPS has seen a surge in service demand, especially during the COVID-19 pandemic. The company's revenue has steadily increased, driven by the rise of online shopping. Its expansion into international markets has contributed to its global presence. One important aspect of UPS's growth is its investment in technology and sustainability, aiming to enhance efficiency and reduce environmental impact. Key takeaways include the critical role of logistics in the e-commerce era, the importance of adaptability in meeting evolving customer needs, and the significance of sustainability efforts in a responsible business model.

Spotify:

Spotify, a music streaming service, has experienced remarkable growth since its inception. The platform has become one of the largest players in the music industry, boasting millions of songs and a vast user base. As of recent data, Spotify's revenue continues to grow, driven by both its free and premium subscription models. The company's personalized playlists, algorithm-driven recommendations, and podcast offerings have contributed to its popularity. One important takeaway is the power of subscription-based models and personalized content in engaging users and retaining their loyalty. Additionally, Spotify's podcast expansion showcases the platform's ability to diversify content and tap into emerging trends.

Pickleball:

Pickleball, a paddle sport that combines elements of tennis, badminton, and table tennis, has seen significant growth in recent years. It has gained popularity among players of all ages due to its accessibility and social nature. Participation in pickleball has surged, leading to the construction of dedicated courts and the formation of leagues and tournaments. The sport's simplicity and quick learning curve make it attractive to beginners, while its competitive nature appeals to seasoned athletes. The growth of pickleball underscores the demand for recreational activities that foster social engagement and physical fitness. This trend highlights the potential of niche sports to become mainstream and indicates the importance of adaptable recreational offerings in a diverse market.

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DoorDash is a popular meal-delivery service that connects users with local restaurants and drivers. The company has recently announced a business model revamp, aiming to become more than just a delivery vendor. DoorDash wants to offer its partners and customers more value by providing services such as subscription, SaaS, DashMart, catering and advertising. In the last 10 years, DoorDash has grown from a small startup to the market leader in the U.S., with an estimated 35% market share and a valuation of over $60 billion. The company is profitable since 2020 and has expanded to several countries, including Canada, Australia, Japan and Germany. DoorDash has a huge growth potential for the future, as the demand for on-demand food delivery is expected to reach $365 billion by 2030.

El Salvador's Nayib Bukele is the current president of El Salvador, who took office in 2019 after winning the election with his New Ideas party. He has been popular for his promises to fight gang violence and corruption but has also faced criticism for his authoritarian tendencies and constitutional changes. In 2021, he sacked the Supreme Court judges and the attorney general and allowed himself to run for a second consecutive term in 2024. He also adopted Bitcoin as legal tender, a controversial move that sparked protests and raised economic risks. Despite these challenges, Bukele has maintained high approval ratings and hopes to attract foreign investment and tourism to boost El Salvador's growth potential for the future.

Shein is a Chinese online fashion retailer that has grown rapidly in the past few years, reaching a valuation of $100 billion in 2022. Shein's business model is based on data-driven, real-time fashion that offers low-priced and trendy products to young consumers around the world. Shein has been successful in capturing the market share of traditional fast-fashion brands such as Zara and H&M. Still, it also faces challenges such as sustainability concerns, labor issues, and competition from new entrants. Shein's growth potential depends on its ability to innovate, adapt, and overcome these risks.

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Bank of America (BofA) is one of the largest banks in the U.S., with a market cap of $367 billion as of July 2023. It faces competition from other big banks such as JPMorgan Chase, Wells Fargo, and Citigroup. Despite facing legal challenges and regulatory fines, BofA has been growing its revenue and earnings over the last ten years. In July 2023, BofA was fined $250 million by the Consumer Financial Protection Bureau (CFPB) and the Office of the Comptroller of the Currency (OCC) for deceptive practices that hurt hundreds of thousands of customers, including opening fake accounts, charging junk fees, and withholding credit card rewards. BofA has agreed to pay back more than $100 million to affected customers and stop these illegal tactics. BofA has also invested in digital banking, innovation, and environmental initiatives to improve its customer experience and social responsibility. BofA has a growth potential for the future, as it aims to expand its market share, diversify its revenue streams, and reduce its costs and risks.

The cruise industry has experienced remarkable growth in the last decade despite the challenges posed by the COVID-19 pandemic. According to Statista, global ocean cruise passengers increased from 17.8 million in 2009 to 29.7 million in 2019, dropping to 4.4 million in 2020 and rebounding to 20.5 million in 2022. The revenue of the cruise industry worldwide also rose from 15.7 billion U.S. dollars in 2010 to 31.5 billion in 2019, then declined to 5.5 billion in 2020 and recovered to 18.9 billion in 2022. The United States is the largest cruise market in the world, generating about five billion U.S. dollars in revenue in 2022, followed by Germany, China, and the United Kingdom. The leading global cruise destinations are the Caribbean, the Mediterranean, and Asia. The cruise industry faces intense competition from other segments of the travel and tourism sector, such as hotels, resorts, and airlines. However, it also has a high potential for growth in the future, as it offers a variety of experiences, destinations, and activities for different types of travelers.

The IPO market has witnessed remarkable growth in 2021, with a record amount of capital raised by U.S.-listed companies and a surge in SPAC deals. However, 2022 has seen a sharp slowdown in IPO activity as investors became more cautious and selective amid inflation and interest rate pressures. The number of IPOs in the first half of 2022 was only 1,333, a 45% decrease from the previous year, and the total proceeds raised were only $4.8 billion, a 61% drop from 2021. The outlook for 2023 remains uncertain, as the IPO market depends on various factors such as market conditions, investor sentiment, company performance, and valuation. The IPO market still offers growth potential for the future, as many private companies are waiting for the right opportunity to go public and tap into the general market demand.

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According to a study released by United Van Lines, Americans flocked South in 2021. Of the ten states with the highest inbound move percentages, half of them – South Carolina, West Virginia, Florida, Alabama, and Tennessee – are in the South. The South’s net domestic migration from July 1, 2019, to June 30, 2020, already the largest among the regions, increased by another 154,000 in the 2020-2021 period.

The North American HVAC system market size was valued at USD 41.67 billion in 2021. The market is projected to grow from USD 43.67 billion in 2022 to USD 62.31 billion by 2029, exhibiting a CAGR of 5.2% during the forecast period. Some prominent U.S. HVAC systems market players include Carrier Corporation, Daikin Industries, Ltd., Emerson Electric Co., Johnson Controls International plc, Lennox International, Inc., and Trane Technologies. Carrier Corporation has a market cap of USD 45.432 billion. Daikin Industries has a market cap of USD 59.35 billion.

Did you know that the global retail industry is predicted to grow by 3.4% in 2026, while the US retail sales growth is estimated to be 4.5% in 2023? The retail industry is expected to grow by an average of 4.6% annually from 2020 to 2026, with a projected total retail sales of $32.8 trillion in 2026. Due to the COVID-19 pandemic, global retail sales decreased by 2.9% in 2020. However, it bounced back in 2021 with a growth of 9.7%. It's projected that by 2022, global retail sales will reach around 27.3 trillion U.S. dollars, which is up from approximately 23.7 trillion U.S. dollars in 2020.

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QSR Stars

1. As of 2020, the global QSR market size was estimated to be around $539.63 billion according to Grand View Research.
2. The market was anticipated to grow at a compound annual growth rate (CAGR) of 5.5% from 2021 to 2028, largely driven by increasing urbanization, the growth of the middle-class population, and a shift towards fast food and casual dining.
3. The QSR market is dominated by several key players, such as McDonald's, Starbucks, Subway, KFC, and Domino's Pizza.
4. McDonald's, one of the leading players, served about 69 million customers daily in more than 100 countries as of 2020.
5. Drive-thrus and digital ordering systems have become increasingly important for QSRs, particularly in the wake of the COVID-19 pandemic, which has accelerated the shift towards contactless and convenient dining options.

EVs 4 Sale

1. According to a report by Fortune Business Insights, the global electric vehicle market size was USD 250.13 billion in 2020.
2. The same report projected the market to grow at a compound annual growth rate (CAGR) of 21.0% during the forecast period 2021-2028, which would take the total market value to around USD 1,318.3 billion by 2028.
3. The EV market has several major players. Tesla is the leading player in the market, with a dominant share due to its wide range of EV models. In 2020, Tesla delivered nearly 500,000 vehicles.
4. Chinese manufacturers like BYD and BAIC, along with traditional automakers like General Motors, Ford, and Volkswagen, have been ramping up their EV production.
5. The increasing adoption of EVs is being driven by several factors, including environmental concerns, declining battery costs, and supportive government policies.
6. While the sales of EVs have been growing rapidly, they still represented a small portion of overall vehicle sales as of 2021. In the United States, for instance, EVs accounted for about 2% of new vehicle sales in 2020.

Big Guns

1. The global defense market size was valued at $435.3 billion in 2020, according to a report by Grand View Research.
2. The market was expected to expand at a compound annual growth rate (CAGR) of 3.9% from 2021 to 2028. The anticipated growth is attributed to increasing defense spending in response to rising geopolitical tensions, advancements in technology, and the increasing prevalence of unconventional threats like cyber warfare.
3. As of 2020, the top five defense contractors in the world were Lockheed Martin, Boeing, Northrop Grumman, Raytheon Technologies, and General Dynamics, according to the Defense News Top 100.
4. Lockheed Martin, the world's largest defense contractor, reported revenues of $65.4 billion in 2020.
5. According to the Stockholm International Peace Research Institute (SIPRI), U.S. companies dominated the global arms market in 2019, accounting for 61% of total sales by the world's largest arms manufacturers.

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U.S. household debt was on the rise, reflecting both the growth in the economy and the ongoing impact of the COVID-19 pandemic. According to data from the Federal Reserve Bank of New York, total U.S. household debt reached a new high of $14.96 trillion in the second quarter of 2021, an increase of $313 billion from the first quarter of the year. Mortgage balances, the most significant component of household debt, stood at $10.44 trillion, an increase of $282 billion from the first quarter. Student loan debt was approximately $1.57 trillion, while auto loan debt was $1.37 trillion. Credit card balances increased by $17 billion to $770 billion.

The U.S. housing market is experiencing a slowdown with shrinking inventory due to homeowners holding onto their properties to capitalize on low-interest rates, causing a decrease in sales velocity. Despite a slight drop in housing prices, homeowners choose to stay in their homes longer, with the average tenure increasing from 6.5 years in 2005 to 12 years. New home sales account for approximately 10% of the U.S. housing market. While these are subject to fluctuations, the median price of new houses sold was higher than the previous year, suggesting that demand may still be strong despite the slowing sales pace.

The SPAC market has declined significantly, with de-SPAC performance dropping 63.3% since 2018 and fewer SPAC IPOs and de-SPAC mergers in 2022 compared to 2021 due to increased regulatory scrutiny and rising interest rates. Electric vehicle startup Lordstown Motors, which went public via a SPAC merger in 2020, recently filed for bankruptcy and accused Taiwan's Foxconn of fraudulent conduct and not fulfilling investment agreements, representing further troubles in the E.V. industry. This trend points to increased risk and volatility for consumers investing in companies that go public via SPACs, especially in the EV sector.

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NVIDIA

NVIDIA is a leading technology company known for its graphics processing units (GPUs) for gaming and professional markets and system-on-a-chip units (SoCs) for the mobile computing and automotive markets. NVIDIA has expanded its influence into high-growth markets such as AI and data centers. There is a trend in the tech industry to diversify hardware applications to tap into these emerging technologies, a path that NVIDIA has embraced with strong results.

Gartner

Gartner is a global research and advisory firm providing information, advice, and tools for leaders in IT, finance, HR, customer service and support, communications, legal and compliance, marketing, sales, and supply chain functions. Gartner's influence has grown as digital transformation trends dominate business strategy conversations. The firm's insights into market trends and its strategic advice remain highly sought after in a rapidly evolving technological landscape.

Earnings Forecast Sandbagging

Earnings forecast sandbagging, or lowballing estimates, is a practice where companies deliberately provide conservative or low earnings forecasts. They do this to easily beat the estimates when they announce their actual earnings, leading to positive market reactions. The trend for this practice varies significantly across industries and individual companies. It is generally more prevalent in uncertain economic conditions when companies prefer to underpromise and overdeliver.

It's important to remember that these are general trends and may not reflect the most current state of these companies or practices. For the most recent data, trends, and recommendations, please consult recent financial reports, news updates, or a financial advisor.

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We're taking some weeks off for audio out of the office. Be back in your feed in mid-June.

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Disney, officially known as The Walt Disney Company, is a diversified multinational mass media and entertainment conglomerate headquartered in Burbank, California. Known worldwide for its film and TV productions, Disney also operates a highly successful segment dedicated to theme parks and resorts, known as Disney Parks, Experiences, and Products. Trendi Stats:

1. Disney's Parks, Experiences, and Products segment reported revenue of $16.5 billion for fiscal year 2020, down from $26.2 billion in 2019, primarily due to the impact of the COVID-19 pandemic.
2. Prior to the pandemic in 2019, Disney's parks worldwide had approximately 157.3 million visitors, making Disney the world's most visited theme park company.
3. Walt Disney World Resort in Florida, the company's flagship theme park, covers approximately 40 square miles - about the size of San Francisco or two Manhattan islands.
4. As of 2019, Disneyland Resort in California attracted approximately 18.7 million visitors, while Walt Disney World attracted about 20.9 million visitors to its Magic Kingdom park.
5. In 2019, Disney's parks and resorts in Asia (Tokyo, Hong Kong, and Shanghai) had a combined attendance of approximately 39 million.

Chipotle Mexican Grill Inc. is a leading American fast-food chain known for its fresh ingredients and build-your-own approach to meals, particularly burritos, tacos, and bowls. Founded in 1993, the company has grown substantially over the years, expanding its presence across the U.S. and several other countries.

Despite industry challenges and price increases, Chipotle has maintained a robust customer base, primarily due to the popularity of its offerings such as the burrito bowl. Its digital strategy and emphasis on sustainability have also played a role in driving its success. Trendi Stats:

1. Chipotle operates over 2,750 restaurants worldwide.
2. Digital sales accounted for approximately 50% of total sales, demonstrating the company's successful pivot to digital platforms.
3. Chipotle saw a 10.5% increase in comparable restaurant sales last fiscal year.
4. The company experienced a stock price surge of 12% following a positive earnings report in May 2023, hitting an all-time high.
5. Despite several menu price increases, customer return rates remained steady, showcasing the brand's resilience and strong consumer loyalty.

As of 2023, Tesla continues to uphold its position as a leader in the electric vehicle industry, combining innovative technology with sustainable practices. Spearheaded by CEO Elon Musk, the company has achieved remarkable milestones in autonomous driving technology, battery innovation, and manufacturing efficiency. Tesla’s Model 3 and Model Y remain popular choices among consumers due to their performance, safety features, and affordability relative to other electric vehicles. Trendi Stats:

1. According to Q1 2023 reports, Tesla delivered nearly 200,000 vehicles, marking a 30% increase from Q1 2022.
2. Tesla's revenue for FY 2022 was $48 billion, up from $31.5 billion in 2021, demonstrating a year-over-year growth of around 52%.
3. The company's Gigafactory in Shanghai has a production capacity of 500,000 vehicles per year, a significant contributor to Tesla's global output.
4. In 2022, Tesla's Autopilot self-driving system reportedly reduced crashes by 50%, according to U.S. safety regulators.
5. The 2022 customer satisfaction index reported an 88% satisfaction rate among Tesla owners, one of the highest in the electric vehicle segment.
6. Tesla's energy business grew by 40% in 2022, reflecting the increasing interest in solar power and energy storage solutions.

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The banking industry plays a crucial role in the economy by facilitating financial transactions, providing loans, and offering various financial services. However, the industry has experienced notable collapses and economic crises throughout history. One significant event was the Great Depression in the 1930s, which saw numerous bank failures and the introduction of regulatory measures like the Glass-Steagall Act. More recently, the global financial crisis of 2008 led to the collapse of major financial institutions such as Lehman Brothers and Bear Stearns, resulting in widespread economic repercussions. These incidents highlighted the importance of regulatory oversight and risk management within the banking sector. As of September 2021, the total assets of commercial banks in the United States amounted to approximately $21.4 trillion (source: Federal Reserve). In 2020, the net income of US commercial banks reached $147.9 billion, despite the challenges posed by the COVID-19 pandemic (Source: Federal Deposit Insurance Corporation).

Low consumer sentiments can have a significant impact on the economy and various industries. When consumers are pessimistic about the future, they tend to reduce their spending, which can lead to a decline in overall economic activity. This decrease in consumer spending can negatively affect businesses, particularly those in the retail, hospitality, and discretionary sectors. It can also contribute to job losses and slower economic growth. The University of Michigan Consumer Sentiment Index, which measures consumer confidence, dropped to its lowest level since 2011 in April 2020 amid the COVID-19 pandemic. During the 2008 financial crisis, the Conference Board Consumer Confidence Index in the United States fell to its lowest level in over 40 years, reflecting the significant impact on consumer sentiments during that time.

Labor shortages resulting from a large number of people retiring can have wide-ranging impacts on economies and industries. As experienced workers exit the workforce, there may be a scarcity of skilled talent to fill their positions, leading to a loss of institutional knowledge and potential disruptions in productivity. The shortage of workers can also drive up labor costs and put pressure on businesses to attract and retain qualified employees. According to the U.S. Bureau of Labor Statistics, by 2029, all baby boomers will be older than 65, and they are projected to account for over 20% of the total U.S. population. A study by the Pew Research Center estimated that roughly 10,000 baby boomers are reaching retirement age each day in the United States, creating a significant impact on workforce demographics and labor supply. The National Association of Manufacturers reported that in the manufacturing sector alone, nearly 4.6 million jobs could be left unfilled by 2028 due to retirements and a lack of skilled workers.

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In September 2020, Microsoft announced its intention to acquire video game company Activision Blizzard in a deal worth $68.7 billion. The acquisition was expected to make Microsoft one of the biggest players in the video game industry, as Activision owns popular game franchises like Call of Duty, Candy Crush, and World of Warcraft. The deal was officially completed on October 18, 2022, and Activision Blizzard became a wholly-owned subsidiary of Microsoft. The acquisition is seen as a strategic move for Microsoft to bolster its gaming division and expand its reach in the gaming industry. However, this deal is not official yet and we anticipate deals of this size and in tech to keep trending down. AutoZone is a leading retailer and distributor of automotive replacement parts and accessories in the US, with more than 6,000 stores across the country. The company's main competitors include Advance Auto Parts, O'Reilly Auto Parts, and Genuine Parts Company. AutoZone has a strong competitive advantage due to its extensive network of stores and its focus on customer service, which includes providing tools and diagnostic equipment to help customers fix their own cars. The company has been able to maintain high profitability through its efficient supply chain management, which allows it to quickly replenish inventory at its stores. A SWOT analysis of AutoZone would identify strengths such as its strong brand and supply chain, opportunities such as expanding into international markets, and potential threats such as increasing competition and potential disruptions in the supply chain.Japan has the world's third-largest economy, with a nominal GDP of $4.9 trillion in 2021. The country is known for its highly skilled workforce, advanced technology, and strong export-oriented manufacturing industry. However, Japan has struggled with economic stagnation, an aging population, and deflationary pressures in recent years. The government has implemented various policies, including monetary easing and fiscal stimulus, to revive economic growth and combat deflation. The largest companies in Japan by revenue include Toyota, Mitsubishi UFJ Financial Group, Softbank, Honda, and Nissan. According to Forbes' Global 2000 list for 2021, the largest Japanese companies by market capitalization are Toyota, Sony, Mitsubishi UFJ Financial Group, Softbank Group, and NTT Docomo.Follow on Instagram: trendi_pod

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Shipping is responsible for a significant portion of global carbon emissions, and the industry is under pressure to reduce its carbon footprint. To address this issue, several shippers are taking steps to cut their carbon emissions. One approach is to use low-carbon fuels, such as liquefied natural gas (LNG) and biofuels. Another strategy is to use more energy-efficient vessels and reduce ship speeds. Shippers are also exploring the use of new technologies, such as hydrogen fuel cells and wind-assisted propulsion systems. Some of the leading shippers in this area include Maersk, CMA CGM, MSC, Hapag-Lloyd, and NYK Line.

Sudan is a country located in northeastern Africa. The country has a rich and diverse history, with ancient kingdoms, Arab conquests, and British colonization. Sudan has struggled with political instability and civil war for many years, resulting in economic challenges and social issues. In terms of the economy, Sudan is heavily reliant on oil exports, which have declined in recent years due to lower oil prices and production. The country also faces inflation and high levels of external debt. Strengths: Sudan has a significant amount of natural resources, including oil, minerals, and arable land. The country is strategically located, with access to both the Red Sea and the Nile River. Sudan has a relatively young population, which presents opportunities for economic growth and development. Weaknesses: Sudan has experienced political instability and conflict for many years, which has hindered economic growth. The country is heavily reliant on oil exports, which makes it vulnerable to fluctuations in oil prices and production. Sudan has limited infrastructure, particularly in rural areas. Opportunities: Sudan has the potential to develop its agricultural sector, which could help reduce the country's reliance on oil exports. The government has announced plans to attract foreign investment and promote economic development. Sudan's strategic location could make it an important hub for trade and transportation. Threats: Political instability and conflict could continue to disrupt economic development in Sudan. Climate change and environmental degradation could affect agriculture and other natural resources. Sudan faces competition from other countries in the region for investment and economic development.

The largest home builders in the United States include D.R. Horton, Lennar Corporation, and PulteGroup. These companies have experienced growth over the past several years due to a strong housing market and low-interest rates. In addition, there has been a trend towards building homes in suburban areas with more space and amenities, as remote work has become more common. However, there are also challenges facing the industry, including rising material costs, a shortage of skilled labor, and potential labor and supply chain disruptions due to the COVID-19 pandemic. Companies are also increasingly focusing on sustainability and incorporating green building practices into their operations to meet the growing demand for environmentally friendly homes.

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Australia's strengths as a country include a stable political system, a skilled workforce, and abundant natural resources. The country has produced several successful companies, including BHP, which is one of the world's largest mining companies, Atlassian, a leading software company that has experienced rapid growth, and Canva, a graphic design platform that has achieved global success and unicorn status. These companies have leveraged Australia's strengths to become major players in their respective industries. Australia and its companies from its homeland keep trending up.

Walmart is the largest retailer in the world, with over 11,000 stores across the globe and annual revenue of over $500 billion. Its business comprises three main segments: Walmart U.S., Walmart International, and Sam's Club, with the majority of its revenue coming from Walmart U.S. The company offers a wide range of products, including groceries, electronics, apparel, home goods, and more, and has also expanded into e-commerce through its acquisition of Jet.com and partnerships with other online marketplaces. We anticipate Walmart to keep trending up.

Producer price inflation (PPI) measures the change in prices of goods and services sold by producers. PPI comprises three categories: final demand goods, final demand services, and intermediate demand goods and services. Final demand goods and services are those sold directly to consumers, while intermediate demand goods and services are sold to other businesses for further processing or use in producing other goods and services. The components of PPI can provide insights into inflationary pressures at different stages of the supply chain. We forecast prices to keep trending downward and translate to consumer prices.

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Today we release our first interview and figure out what our guest thinks the trends are in:

• Crypto Markets

• The US Dollar and best performers in the future

• ChatGPT and the AI race

• Higher Ed and what level of education is optimal

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Microsoft and Apple are two of the biggest tech companies in the world due to their diversified product lines and strong financial performance. While the FAANG companies (Facebook, Amazon, Apple, Netflix, and Google) are all highly successful, Microsoft and Apple have managed to maintain their dominance in the industry by constantly innovating and expanding into new markets. Both companies have strong brands, loyal customer bases, and highly profitable businesses. Additionally, they have weathered economic downturns and maintained consistent growth, making them attractive investments for individual and institutional investors.

"Boring" companies that may not receive much attention or hype but have consistently performed well and offered stability to investors over the years. These companies span a variety of industries, including waste management, insurance, and utilities, and have all shown steady revenue and earnings growth, low debt levels, and solid dividends. Despite not being as exciting as some of the high-flying tech stocks, these companies offer a safe and reliable investment option for those seeking long-term growth and stability.

Under CEO Mary Barra, GM has undergone a significant transformation, focusing on electric and autonomous vehicles, shedding unprofitable brands and markets, and streamlining operations, resulting in increased profitability and a renewed focus on innovation and sustainability.

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Alibaba's stock rose 14% last week on the news the company is splitting into six business units. We anticipate this trend to rise in the future.

Morgan Stanley has a larger wealth management business than Goldman Sachs and has been expanding its investment banking and trading operations. According to the latest available financial data, in 2021, Morgan Stanley's total revenue was $57.07 billion, while Goldman Sachs' total revenue was $46.03 billion.

The influencer economy has been growing rapidly in recent years, with Statista reporting that the industry was valued at $13.8 billion in 2021, up from $6.5 billion in 2019. Brands are increasingly partnering with influencers to reach younger audiences and promote their products and services through social media platforms.

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Salesforce, like most companies, is shifting its focus away from growth and to profit. Elliott Management has nominated a group of directors for seats on the firm's board. We think the trend of focusing on profit over growth and pressure from activist investors will keep trending up.

Railroads stack paper. Most class-one railroads have generated an enormous profits over the last 5 years, but challenges by unions and dangerous derailments will challenge this trend. The biggest hurdle for these railroads will be changing their culture to focus on their people and their safety protocols.

Corporate profits in the United States increased 0.8 percent to USD 2.54 trillion in the third quarter of 2022. We think this trend will keep up as more companies take a new strategic approach for the rest of the year.

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Oil companies have been booming over the last year and no one has benefited more than Saudi Aramco, the state-owned oil and gas company based in Dhaharan, Saudia Arabia. One of the largest oil companies in the world has recorded the largest profit ever earned by a company. Saudi Aramco made $161 billion in net income, we think oil will continue to trend up in the short term, but over the long term will be a fuel source of the past.

FedEx is showing some weakness in its performance and will trend down in the short term if they don't take action to be more efficient and generate new cash.

After SVB's collapse mortgage rates fell 1% this past week and bitcoin is up 67%, but don't rush out to buy a house or any crypto just yet. We'll dive into the trend to give you the takeout you need to know.

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Mexico has its share of problems. But today, I want to give you a few reasons for optimism that, politically and economically, Mexico is strong and getting stronger and trending up. 

Owners will do anything for their pets including buying food and treats for their pets despite inflation or a slowing economy.  We anticipate this trend to keep resilient despite the potential economic headwinds ahead. 

There are now more Elle Woods in the labor force than Warren Huntington's with bachelor's degrees. This has been an accelerating trend over the last few years as more women pursue advanced degrees. 

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Secretary of State Antony Blinken on Tuesday met with foreign ministers from five former Soviet Republics: Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan (all the countries that end in -stan). We anticipate multinational collaboration to trend up and to improve all the economies working together.  

Costco makes more than $200b a year and is one of the few retailers resilient to Amazon's disruption because of their unique business model and focus. We anticipate Costco to keep trending up. 

Corporations are waging a war on waste. Meta recently announced this was their year of efficiency, Shopify mandated no meeting Wednesdays to save 322k hours of employees time, and a number of  employers are testing out the 4 day work week. 

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Nigeria is in the middle of an election, but before it started the current President made a reform to phase out currencies from churches to help the country transition to a cashless economy and stamp out corruption. We believe the move to a cashless economy will keep trending up globally. 

Automation companies focus on RPA (robotic process automation) have huge upside in our heavily weighted service based economy. We anticipate the tailwinds for automation/RPA companies to keep trending up. 

ChatGPT has taken the world by storm and reached 100m users faster than any application in history. The AI race has begun as the "Chegg for adults" breaks record adoption rates. 

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More than a million workers protested President Emmanuel Macron's proposed reform to the pension system. We see the unsustainability of pensions trending up. 

Storage companies are cash cows and we see their returns trending up for the foreseeable future. Public Storage recently made a hostile bid to buy competitor Life Storage for $11 billion. Public Storage has the largest market share at 9% and we anticipate more consolidation in the space in pursuit of market domination. 

Mercedes just received approval for "Level 3" autonomy in Nevada. We anticipate the race for autonomous driving or machines to keep trending up. 

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Tunisia is new to the democracy scene and has taken a step back in 2021 when the president suspended parliament. As it figures out its own government, it joins a number of countries trying to diversify their economy and we expect this to keep trending up.

Fast fashion has been trending up impact it has on the environment. We anticipate fashion to slow down to extend the life of clothes as companies like Levi Strauss and Patagonia have recycling programs to conserve resources. These decisions will fall in favor of investors, regulators, and most importantly customers.  

Job cuts have been trending up, but the biggest cuts are where big bets have not panned out. The best thing is success, but the next best thing is to fail quickly and the worst thing is to fail slowly. These cuts are a result of failing slowly and wrong decisions made during the highs of the pandemic. 

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China's been bouncing between shut downs and reopening for the last 3 years, but now that it is reopening it could help rebound numerous global economies dependent on tourism. We expect Southeast Asian travel to be trending up along with tourism across the globe.  

Farmers are the backbone of our agricultural economy. We anticipate farmer supplies and equipment to keep trending up despite the health of the economy.  

Working from home saves an average person 72 minutes a day, but execs from a wide range of companies are demanding employees return to the office. We expect this desire to keep trending up, but not without a fight.  

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Political protests are trending up in Israel because PM Benjamin Netanyahu is trying to change the judicial system to allow senior cabinet members to hold senior positions. Until Israel achieves more political stability it might be safer to hold off on investing in one of their high growth tech companies.   

Trash companies are generating a healthy amount of cash and have been trending up. Companies such as Waste Management or Republic Services are leaders in this space and worth dumpster diving into their business.  

Durable goods have been trending down recently and this indicator serves as a strong sign of how the overall economy is doing. Drops and spikes are great to watch to know how to position yourself for larger personal purchase decisions.  

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Peru's political unrest has been trending up. Peru has closed Machu Picchu, the country's most famous tourist site, due to ongoing violent protests against President Dina Boluarte.  

Polygon is ranked #11 on Coinbase based on its market cap, but like most cryptocurrencies across the board it is trending down despite leading the way to making the major efficiencies across the Ethereum blockchain.  

Consumer sentiment is trending down as inflation, interest rates, rising housing prices, and a looming recession scare Americans. This is no time to be fearful, this is the time to keep investing and make the bets you believe in.  

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Inflation is trending down in EU countries. Countries globally are ramping up interest rates to bring inflation down as quickly as possible. 

Buy now pay later as an industry has been trending up and had some explosive growth, but the growth has been on the revenue and the profits are dismal. 

Unemployment rates have been trending down at historical lows for the US and countries around the world, but there are still significant parts of the economy that are discouraged, underemployed, or working part time that do not want to be. 

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Today we learn what Eurasia Group's top geopolitical risks are and which risks we think are trending up faster than others. 

GE is splitting into three separate companies. We expect more companies to keep trending towards this decision by separating their winning and losing business units. 

The Institute of Supply Management releases a monthly report to show the growth or contraction of the manufacturing and services industries. Learn why  service industries are trending up faster than manufacturing. 

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Vietnam had massive growth in 2022, see why they are trending ahead of everyone in Asia.  

TJX is positioned to keep trending up as shoppers are pushed to discount retailers.  

VC's investments are trending down on riskier companies as macro headwinds and unicorn blowups like FTX shake up the space.   

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Tune in for our 2023 trends. 

See why winter resorts are trending up, but they might be getting ahead of their own skiis. 

The S&P 500 PE Ratio is trending down, which makes it a better time to go shopping for a company you might want to add to your portfolio. 

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Gyms are trending up and bring the stores around them up with them.  
I-buying is trending down and losing more money the bigger it gets.  
Retail sales are trending down, but just because sales are going down does not mean there are not winners to invest in (like gyms).  
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It's game over for Microsoft's offer to buy Activision Blizzard for $69 billion. This deal is not dead yet, but big tech/social media acquisitions will keep trending down under the current admin.  

Cloud computing companies still have a huge upside and are expected to keep trending up despite the pandemic pulling demand forward

Importers are shifting from western ports to eastern ports, expect this change to keep trending up. 

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India's economy is booming and is positioned to keep trending upward. 

Healthcare is getting more expensive, but so are acquisitions of healthcare/medical device companies. Expect acquisitions to keep trending up. 

TSA are normally a pain, but they also show that travel is back and travel companies should be back on your radar as they keep trending up. 

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Cash is trash, with disposable income rising and savings rate fall anti-cash stocks are a great long term bet. 

Strikes are on the rise. Nurses, academics, and rail works are all fighting for more and this trend will keep growing until their demands are met. 

Candy is sweet, but candy company returns are sweeter. 

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Layoffs on the rise and will keep trending upward as high expectations lead to massive misses in earnings. 

Old school companies are trending upward and will continue to do so as investors choose security over growth.

The Beige Book is the story of the economies all across the US and growth is trending downward.

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Columbia’s new president Gustavo Petro (https://youtu.be/fcU5lU7Czyg).

NuBank Holdings is expanding into crypto (https://techcrunch.com/2015/06/02/brazils-nubank-raises-30m-led-by-tiger-to-build-out-its-mobile-based-credit-card-business/).

Baltic Exchange Dry Index is trending downward (https://tradingeconomics.com/commodity/baltic).

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The 2022 Global Crypto Adoption Index: Emerging Markets Lead in Grassroots Adoption, China Remains Active Despite Ban, and Crypto Fundamentals Appear Healthy.

Flights are great for consumers, but not so much for investors (https://www.statista.com/statistics/232513/net-profit-of-commercial-airlines-worldwide/).

Slackers are on the rise according to the BLS (https://www.bls.gov/ncs/ect/).

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• Piper Sandler completes 44th semi-annual Generation Z survey of 14,500 U.S. teens (Taking Stock With Teens® - Fall 2022 (pipersandler.com))
• PepsiCo (ticker symbol: PEP)
• The S&P CoreLogic Case-Shiller 20-City Composite Home Price NSA Index (https://www.spglobal.com/spdji/en/) 

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Brazil Election

4th largest democracy. 12th largest largest economy in the world and biggest in LATAM. The election is between the Trump of the tropics Jair Bolsonaro and Luiz Inacio Lula da Silva. Final election is Oct. 30th. Country profile: 213M population. $1.6T economy. Economically similar in size to Russia or Australia. Shrinking economy since 2014 when it was roughly. $2.4T. Brazil has a 13.75% interest rate and 7.17% inflation. Brazil has an 8.9% unemployment rate, but trending down from the 12.6% high this time last year. TAKEOUT: Bolsonaro up. History does not repeat, but it does rhyme and this looks like a similar scenario to USA in 2016. Their potential is there under the right leadership.

McCormick

Spice/seasoning/condiments/flavoring/extracts manufacturer/marketer/distributor. Founded in 1889. Made $6.3B last year. 12 acquisitions from 2007-2016. Just acquired FONA intl for $700M. Revenue and profit keep trending up. TAKEOUT: Spicy business maneuvers in a boring sector. Don’t be the best, acquire the best. Acquire early and often.

JOLTS

The Bureau of Labor Statistics publishes the job openings and labor turnover survey every month. JOLTs has trended up since covid. 7M job openings pre covid, 4M job openings at its worst (during covid), 11.6M at the best and now at 10M.  TAKEOUT: The labor force is a lagging indicator, and while there are mixed messages of how the overall economy is performing the most important factor is our jobs. This indicator tells us the demand for labor is going down as stimulus spend is easing. If you want a new job or a raise, better sooner than later.

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This is a news recap show focused on today's top business stories. 10 minutes for 3 stories and a takeout you can bring with you into the world to be more informed, engaged, and inspired.