Are These the Final Innings of the ETF Bubble?
The US Treasury is still net spending 6% of GDP every year, a silly amount that used to be unthinkable outside of major recessions.
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Adidas: Supershoe = Superstock?
If you want to sell branded products, you need to get your customers excited. Nike’s reinvention of road running shoes in the late 2010s is a...
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The Death of Consumer Brands?
From 2010 to 2021, the median EV/revenue multiple of America’s leading consumer brand companies expanded from just 2x to over 5x.
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Nike Back to 2014 Levels?
Nike is a prime example of the K-shaped economy where AI spenders and their suppliers & shareholders excel while many others struggle.
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Garmin & Strava: Betting on CycleTech
Professional cycling hit rock bottom almost exactly twenty years ago, when its biggest stars got caught in the perhaps biggest doping scandal ever.
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