Political Legacy - Mahathir Mohamad served as prime minister for 24 out of the past 44 years, significantly contributing to Malaysia's economic success [1] - Despite his economic achievements, his political legacy is largely considered toxic [1] Popularity - Mahathir Mohamad's economic record helps explain his enduring popularity [1]

8 July 2025 | 11:02PM HKT China: Reported nationwide childbirth subsidy – potentially a modest boost to H2 growth Bottom line: Recent media reports suggest that the Chinese government will launch a nationwide childbirth subsidy program soon (RMB 3,600 per year for each child until they turn three years old), although this has yet to be officially announced. In our view, the subsidy program reflects China's new policy thinking and long-term planning to counteract cyclical and structural growth headwinds. Bas ...

It is economically rational for ambitious women to try as hard as possible to be thin. That is a tragedy https://t.co/i0FWVRMjO9 ...

it is kinda fucked that unemployment could spike when companies figure out ways to use AI more efficiently & need less employees, bc economic data would look worse but certain companies would actually be++more profitable++more revenues ...

From @WSJopinion: Mass deportation of productive employees will drain economic growth and make it harder for Trump to deliver a return to the prosperity of his pre-Covid first term https://t.co/WVXxdYtjm9 ...

Economic Policy & Central Bank Influence - French Prime Minister calls on the ECB to increase economic support [1] - The French government is facing challenges in managing its budget deficit and addressing slowing economic growth [1]

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience in user acquisition and venture capital, which informs her investment decisions [1] - The newsletter "The Pragmatic Optimist" aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The previous analysis of Meta (NASDAQ: META) indicated a "buy" rating due to increasing usage and monetization efficiency across its platforms [1]

It will take money and gumption to improve India’s urban roads. But if the country wants to get rich, it must fix the engines of its economic growth https://t.co/S369QG1qEQ ...

Economic Outlook - Wells Fargo indicates signs of an economic slowdown, with job creation slowing and inflation expected to rise [1][2] - Nonfarm payrolls added an average of 130,000 jobs per month in the first half of the year, down from 164,000 in the same period of 2024 [2] - Job creation is affected by stagnation in small businesses' hiring plans, while inflation is anticipated to increase due to new tariffs [3] Federal Reserve Actions - The trends of slowing job creation and rising inflation are expected to lead the Federal Open Market Committee (FOMC) to lower interest rates by 25 basis points at three upcoming meetings in September, October, and December [3] Employment Data - Employers are cautious about adding new employees, despite retaining current workers; the number of Americans filing for unemployment has dropped to a seven-week low, while insured unemployment has risen to its highest level since November 2021 [4] - The Bureau of Labor Statistics reported that employment growth in June was consistent with the previous year's rate, with gains in state government and healthcare sectors [5] Tariff Impact - The impact of tariffs is reflected in data showing an increase in non-revolving credit, as consumers are purchasing larger items like cars to avoid new tariffs [6]

Core Viewpoint - Friedrich Global Research aims to identify the safest and best-performing companies for stock investments by focusing on free cash flow, efficient capital allocation, and consistently superior results to pinpoint high-quality management teams [1] Group 1: Company Analysis - The analysis emphasizes the importance of free cash flow and efficient capital allocation as key indicators of a company's performance [1] - The focus is on identifying management teams that consistently deliver superior results, which is crucial for long-term investment success [1] Group 2: Analyst Background - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with a background as a CPA and CFA charter holder [2] - The analyst possesses expertise in both quantitative and qualitative analysis, along with extensive experience in technical analysis [2] - A diverse career background, including roles in retail, military service, and management across various sectors, contributes to a broad perspective on macroeconomics and detailed operational insights [2]