Alibaba Breaks, Morgan Studley, and the Influencer Economy
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 busines...
4 Apr 20239min
Profit-force, Culture Fails on Rails, and Corporate Cash Compounds
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 focusi...
28 Mars 20238min
Cloudy for the Saudi Future, FedEx Shipping Weakness, and Mortgage Mayhem
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 compani...
21 Mars 20238min
Mexigrow, Puppies are Recession Proof, and the Elle Woods Labor Force
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 a...
14 Mars 20238min
Stan the Man, Costco's Resilient Retail Strategy, and Companies Focus on Efficiency
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 ...
7 Mars 20238min
Nigeria Votes to go Cashless, RPA, and ChatGPT
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 ...
28 Feb 20237min
Pension Tension, Storage Companies Stack Cash, and Mercedes Autonomy is Leveling Up
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 s...
21 Feb 20236min
Tunisia Tests Democracy and Diversification, Slow Fashion, and Cutting Season
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 diversif...
14 Feb 20239min
