Is Kering (Gucci) the canary in the luxury (coal) mine? Asia (ex JPN) as an approx pct of Revenue: - Hermes 45pc - Kering 35pc - LVMH 30pc Assuming that Asia might be a lot of HK/China

🎉 Congratulations to Daniel on publishing their 800th Insight on Smartkarma! 📖 More about Daniel & their latest research: on.skr.ma/45f6NMv 👉🏻 For research providers seeking global distribution for your written research: on.skr.ma/47BqKNt

Assets in Leveraged and Inverse ETFs #chartoftheday (via Daily Chartbook) "Assets in leveraged and inverse exchange-traded funds have surged to around $112 billion this year, on track for a record in Morningstar Direct data going back to 2008."

Hare vs Tortoise?

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