Our senior economics writer picks five books for those starting to study the subject https://t.co/5gYGDIWgf3 ...

RT exponential.fi (@ExponentialDeFi)DeFi has moved on from its mercenary phase.At its peak in 2022, over $2.3B in token incentives were dished out across DeFi, with DEXs, lending, and asset management leading the pack.Today?That number has dropped by over 90%, down to just $170M per quarter.The biggest surprise?DEXs are still the largest incentive payers, spending $129M this quarter, while bridges and liquid staking now barely break $5M combined.This shift is a sign that DeFi protocols are moving from subsi ...

I like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have five years of experience in the investment field and an MBA in Macroeconomics and Portfolio Management. My strategy blends a top-down view of the global economy with a bottom-up look at individual companies. Start by spotting strong economies with good currenncies using macro data and statistical tools, then narrow down the ...

At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...

Industry Outlook - Europe must embrace change [1] - There are five luxuries Europe can no longer feasibly afford [1]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: How CoreWeave's Neocloud Business Model Works,’ in partnership with @blockspacepod!Today on The Mining Pod, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers.Explore CoreWeave’s neocloud business model, GPU economics vs bitcoin mining profitability, and what ...

Streaming live on Kick for UNDER EXPOSED talking macro, BBB, Invest Act, Corp Treasuries and a lot morehttps://t.co/mR4ZZM6Jb2 ...

मेटाइकोनॉमिक्स इसको हम कहते हैं परम अर्थ। परमार्थ जो है वह आध्यात्म का शब्द नहीं है। वो अर्थशास्त्र का शब्द है। परम अर्थ। दुनिया में लगभग मैक्सिमम लोगों ने दो तरह के इकोनॉमिक्स हम जानते हैं। माइक्रो और मैकोनॉमिक्स। तीसरा इकोनॉमिक्स है मिजो इकोनॉमिक्स और चौथा है मेटा इकोनॉमिक्स। आज की परिस्थिति को जब हम ग्लोबल लेवल पर देखते हैं, जिस तरह के हालात पैदा हुए हैं, उस समय में मेटा इकोनॉमिक्स आधारित प्रस्तावों की या प्रपोजल्स की जरूरत बहुत ज्यादा है। क्योंकि यही एक किसी को भी दुनिया के 840 ग्लोबिजंस को प्रिंसिपल, प ...

Core Insights - CAVA Group, Inc. (CAVA) reported strong profitability in Q1 2025, with adjusted EBITDA of $44.9 million, a 34.6% increase from $33.3 million in the same quarter last year [1][9] - The growth in EBITDA is attributed to strong traffic-led sales, operational efficiency, and cost leverage [2] Financial Performance - Same-restaurant sales increased by 10.8% year over year, driven by a 7.5% rise in guest traffic [2][9] - Restaurant-level profits reached $82.3 million, supported by disciplined general and administrative spending and stable labor and occupancy costs as a percentage of sales [2] - CAVA reaffirmed its full-year 2025 adjusted EBITDA guidance of $152 million to $159 million [4] Operational Enhancements - CAVA's Connected Kitchen initiative and revamped labor deployment model are enhancing productivity and guest satisfaction [3] - These operational improvements are expected to continue boosting throughput and margin performance as they expand to more locations in 2025 [3] Competitive Landscape - Shake Shack, Inc. (SHAK) reported adjusted EBITDA of $40.7 million in Q1 2025, with a lower adjusted EBITDA margin of 12.7% compared to CAVA [5] - Brinker International, Inc. (EAT) achieved an 80% year-over-year increase in adjusted EBITDA to $221 million, but operates with a structurally lower margin profile than CAVA due to higher fixed costs [6] Market Performance - CAVA's shares have decreased by 8.3% over the past three months, while the industry has seen a 3.1% rise [7] - CAVA trades at a forward price-to-sales ratio of 7.34X, significantly higher than the industry's 4.06X [10] Earnings Estimates - The Zacks Consensus Estimate for CAVA's 2025 earnings implies a year-over-year increase of 38.1%, with a 17.9% increase expected in 2026 [11]

Economy Overview - The headline numbers of the economy look pretty good, with the stock market at record highs and more 401k millionaires than ever before [3] - The labor market shows 147,000 jobs added, which is right on average, and the unemployment rate is at 41% [4] - Inflation has been tamer than expected, with egg and gas prices decreasing, putting more money in people's pockets [5] Economic Slowdown - The economy is slowing down, with first quarter GDP growing only 05%, a significant decrease from the previous quarter's 24% [6] - This slowdown is attributed to less manufacturing, construction, and industrial production, with companies and small businesses pulling back due to tariff concerns [6] - Home affordability is a concern, with home prices at all-time highs and rising costs for buying or renting, leading to increased consumer debt and credit card APRs around 24% [7] Economic Challenges - The resumption of student loan payments is putting pressure on people's finances, leading to rising delinquencies [8] - The potential expiration of tariff freezes introduces uncertainty, with possible dramatic effects or more smoke than fire [9][10] - Cuts to subsidies, especially for lower-income individuals, Medicare, and SNAP programs, along with potential loss of healthcare, create uncertainty [11] Wealth Disparity - The widening wealth gap is a concern, as those who don't own stocks or assets like homes are being left out of the prosperity [12][13] - While half of Americans who own stocks or property are doing well, those trying to get a mortgage face rates of 66% and average home prices around $400,000 [14] - Tax cuts may have an opposite wealth effect, as those on Medicaid or SNAP may contribute less to the economy due to a lack of surplus [15][16]