Bernard Arnault Tracker
@arnaulttracker
Tracking the insights and wisdom of Bernard Arnault and his firm @lvmh
ID: 1681037872374116353
17-07-2023 20:27:27
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Inside the Arnaults’ Richemont investment and the paterfamilias’ magazine treatment. From Lauren Sherman puck.news/does-bernard-a…
SCOOP: the head of LVMH’s business unit that operates the Sephora beauty chain and Parisian department stores is set to leave the luxury group, according to people familiar with the matter. bloomberg.com/news/articles/… via Bloomberg Pursuits
Fabian Wintersberger This is a very superficial analysis. Your chart is on a linear axis, which hides growth-rate changes. Put M2 on a log scale (slope = growth rate) or just look at the rolling rates: • 12-month M2 growth fell from ~171% in Dec-23 (Milei’s start) to ~58% by Jun-25. • 6-month M2