Joining us this morning is Matt Stler, research director for the American Economic Liberties Project. Matt, it's good to see you. Thanks for joining us today. >> Hey, thanks for having me.>> Your piece doesn't mess around. You call it an illegal deal. You say the ideal scenario is is a trial uh that puts some Hollywood executives and filmmakers or or financiers on display.>> Yeah, that's right. I think that that Hollywood is a a great national security asset. It's a great thing for America and it's been suf ...

In reality, not much has changed on $BTC here.Preferably, we'd like to see a sweep at the lows to indicate that we're done with the correction.However, consolidation between $80-90K isn't really great for me trading-wise.I'm looking to see a breakout north of $90K as the key for upside potential.Failing to sweep the low and find enough buyers to be stepping in would be another indication that we're going to see lower valuations. ...

Crucial question for $ETH is whether it will break the 20-Day MA.If that breaks, then we're eager for upside, but given the recent rejection, we can assume that we're going to consolidate some more.In that case, if there's another test of the lows, really keen to be seeing $2.500-2.600 hold as support in a test.That would be a great signal for bottoming formation.On the other hand, $3,000-3,100 remains a crucial resistance zone to break through.Everything in between? Daytrading purposes. ...

All right. Uh, let's get to your word of the day. It's obviously a little bit Thanksgiving themed. It's indigestion.So, >> it seems like everybody's swallowing everything pretty good today. We've got the futures higher. So, where's the indigestion you're saying.>> Yeah. Well, the big question is, are we consolidating and digesting gains, which is a word I've already used before, or are we seeing some topping formations. I see a few topping formations, but I still believe we're in a consolidation phase, but ...

Child care is a fragmented industry, mostly made up of independent providers. Consolidation can improve scale and efficiency. But many are worried about quality https://t.co/RwLU9dB3O5 ...

Child care is a fragmented industry, mostly made up of independent providers. Consolidation can improve scale and efficiency. But many are worried about quality https://t.co/nXm3vNVRQ4 ...

Summary of the Conference Call on China's Bubble & Brew Sector Industry Overview - The report initiates coverage of China's "bubble & brew" sector, highlighting a shift in consumer behavior where coffee and tea have become accessible daily commodities rather than elite status symbols. The current per capita consumption in China is 22 cups of coffee per year, significantly lower than over 300 cups in the US, Japan, and South Korea [2][26] - The top 8 companies are projected to dominate 25% of total outlets by 2025, up from 10% in 2022 [2] Key Growth Areas - Low-tier cities are expected to see a compound annual growth rate (CAGR) of over 20% in store count from 2024 to 2028 [2] - The mid- to low-priced segments (under RMB 20) are anticipated to grow at a CAGR of approximately 20% [2] Company Ratings and Preferences - The report ranks companies based on their growth potential and market positioning: - **Top Picks**: Luckin Coffee (Overweight) and Guming (Overweight) - **Other Notable Mentions**: Mixue (Overweight), Nongfu (Overweight), Eastroc Beverage (Neutral), CR Beverage (Neutral), Chagee (Underweight) [2][26] Market Dynamics - Freshly made drinks (FMD) and soft drinks are expected to grow at CAGRs of 12% and 4% respectively from 2025 to 2030, while traditional alcoholic beverages like baijiu are projected to decline by 1.2% annually [5] - The aggressive expansion of coffee and tea houses is likely to impact the market share of juices, carbonates, and sweetened ready-to-drink teas, although the effect on sugar-free tea and bottled water will be minimal [5] Competitive Landscape - The report emphasizes the importance of scale, attractive pricing, supply chain efficiency, product innovation, and marketing in securing a competitive position in the market [5] - Luckin, Guming, and Mixue are expected to continue their rapid expansion, with net openings projected at 9,000, 4,800, and 3,300 stores respectively by 2026 [5] Catalysts to Watch 1. New product launches and entry into new categories (coffee, milk, finger food) [5] 2. Starbucks China aims to increase its store count to 20,000, intensifying competition in low-tier markets [5] 3. Luckin, Chagee, and Mixue's entry into the US market in 2025 [5] 4. Annual distributor reviews in November-December may lead to shifts in partnerships among beverage distributors [5] Valuation Insights - The sector experienced a significant correction, with share prices retreating 30%-60% from peak to trough, despite strong same-store sales growth (SSSG) [5] - Current valuations for Luckin, Guming, and Mixue are attractive, trading at 14-19x 2027E P/E with earnings CAGRs of 20-28% from 2024 to 2027 [5][37] Financial Metrics - The report provides detailed financial projections for key players, indicating robust revenue growth and profitability metrics for Luckin and Guming, with expected revenues of RMB 49 billion and RMB 12 billion respectively by 2025 [38] Conclusion - The bubble & brew sector in China presents significant growth opportunities, particularly in low-tier cities and affordable segments. Leading players like Luckin and Guming are well-positioned to capitalize on these trends, supported by favorable market dynamics and consumer behavior shifts [2][5][37]

RT Beetcoin (@Beetcoin)#Bitcoin ($CRYPTO) Stages 2015 - 2020: March updateAnd so it didn't: Pivot level pointed last tweet hasn't been crossed. No Higher High (HH) + Virus.Drop's been so huge, I can't imagine a long consolidation (at least) from hereFeel bad for the "ultimate hedge" sellers (lol) https://t.co/jpMam2RCJk ...

RT Beetcoin (@Beetcoin)#Bitcoin ($CRYPTO) Stages 2015 - 2019: September updateStill in the consolidation chopping traders left & right (you've been warned!).The RSI now looks exhausted. I won't be surprise if it dips from there.Question: will it be a fake move down (quick recover) or worse? https://t.co/fWO0r1kka9 ...

RT Archie (@ArchieX__)If this structure doesn’t totally breakdown, we could see another 2023 set up for continuation.No rush to buy.Expect 4-5 weeks of consolidation. https://t.co/v2FpI9uTUb ...