China's Travel Rebound, Ranch Rich, and RTO > WFH
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 Asia...
7 Feb 20237min
The Struggle Israel, Trash is Cash, and Durable Goods Demand Drops
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 ...
31 Jan 20236min
Peru Padlocks Machu Picchu, Polygon’s Pop, and Consumer’s Sad Sentiment
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 ranke...
24 Jan 20238min
France's Inflation Fight, Buy Now Default Later, and (F)unemployment Rates
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 an...
17 Jan 20239min
Eurasia Group's Top 10 Risks for 2023, GE becoming G3, and ISM's PMI
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...
10 Jan 20239min
2023 Predictions, Ski Season, and Companies on Sale
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 sho...
27 Dec 20227min
Gyms Have Economic Gainz, I-Buying is a Cash Incinerator, and Shop Shifters
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 a...
20 Dec 20228min
Game Over Microsoft, Cloud(y) Futures, and East Coast Ports
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. ...
13 Dec 20229min
