Anybody else notice massive sale section at Vuori DTC and wholesale partners like Nordstrom? Alo bulls can laugh but they likely unaware that brand ran a 30% off sitewide sale for ~1/4 of the last year. But please tell me more about how only $LULU has issues...

Det sägs att den som väntar på något gott väntar aldrig för länge...och nu boken "The Compounders" äntligen här! Boken är till för investerare, företagsledare eller alla aktieintresserade som vill veta vad som krävs att nå stark långsiktig avkastning. req.no/thecompounders

Spot obvious trends early, and win. Since the below: - Leading-edge China tech stocks have absolutely killed it. - $BABA is +52% - China’s A-Shares have hit a new decade high & passed CNY 100 trillion in market cap. - China has outperformed both US & European indices. Easy. 😏

On the surface, America's office real estate slump looks about as bad as it's ever been. Real-terms prices for office floorspace are where they were during the depths of the global financial crisis. Delinquencies on office MBS are even higher than they were after the GFC.

$KHC KraftHeinz is officially splitting up into 2 new corporations:

Interesting piece from Goehring & Rozencwajg. Current fight between Fed chair and president isn't the first in history. Last two instances led to inflation. It's a fun read, even if you don't base investment decisions on macro. Full letter👇

Something that I tried to get across in our interview is that, AFAIC, Dan Wang has won. We've been talking to him for ~7 years now, and in that time the entire world -- or at least the discourse community -- has all come around to seeing the US-China relationship w/ his lens.

$KHZ just dreamed up the most unexciting demerger ever…

I keep thinking about this quote from Bill Gurley on BG2Pod. A real risk facing the US is that after two decades of economic exceptionalism, we’ve grown complacent and discount innovation elsewhere.

Gold Hits New Record $3,500+ All-Time-High: finance.yahoo.com/news/gold-punc…

And I haven't even sprung for an $AAPL Watch yet... 🤷‍♂️

THIS is what you are defending… 💪

It's NOT even abt #Labour's usual/hopeless spending/economic policies... ...BUT as long as they tear down flags, arrest people for expressing an opinion, and ignore/even reward criminals & illegals, then US traders, hedge funds & investors will happily sell sterling & UK assets.

$REC.L Good day to remind investors #Record plc benefits from currency volatility AND stg weakness... ...esp. compelling when #REC enjoys such a strong bal sht & sticky recurring revenue, boasts AUM at a $108B ATH & trades on a 12 P/E & a 7.7% yield! finance.yahoo.com/quote/REC.L/

China, China, China… …banger of a #BG2Pod episode on US vs. China after Bill Gurley’s recent China trip: open.spotify.com/episode/2JrK2w…

BTCTC punters right now…

Alas, IRL, lots of punters STILL have to confess to their wives/partners that they spaffed their entire life/retirement savings into a Bitcoin Treasury Co… …when the average UK BTCTC is now DOWN (90)% in the last two months or so! 🤮😳

Dan Wang’s new China book ‘Breakneck’ shd be on every investor’s reading list right now: amazon.com/Breakneck-Chin… amazon.co.uk/Breakneck-Chin…