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X @Easy
Easy· 2025-07-09 12:04
I'm back.I'm tired.But we are STILL hereMonday - Friday 8am ESThttps://t.co/TnR8nnVGyc- Macro thots- Crypto Majors moving Up- Memecoins slowing down- InfoFi is garbage&& sooo much more. https://t.co/aey9Lj5OGn ...
Xenia Hotels & Resorts: Undervalued REIT With Macro And Sector Tailwinds
Seeking Alpha· 2025-07-09 08:48
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 ...
Novo Nordisk: Reclaiming Market Share
Seeking Alpha· 2025-07-09 07:56
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 ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-08 16:10
Streaming live on Kick for UNDER EXPOSED talking macro, BBB, Invest Act, Corp Treasuries and a lot morehttps://t.co/mR4ZZM6Jb2 ...
Meta-Economics: Humanizing Prosperity with Param-Artha | Praveen K Shukla | TEDxSGNS Youth
TEDx Talks· 2025-07-08 15:47
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 ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-08 15:42
Going live for UNDER EXPOSED in 20 minutes!We are talking:- Macro, BBB and the Invest Act and who are the winners- The Crypto Corp Treasury stock trade- Pump Fun token sale reactions+ a lot moreJoin us live at 12 pm ET!TylerD 🧙‍♂️ (@Tyler_Did_It):Back tomorrow for UNDER EXPOSED!@DeeZe + @CSURAM88 + @0xGeebz all join as we chat:- Macro, the BBB and the Invest Act impacts- The Crypto Corporate Treasury stock trade- Pump Fun presale: buy or sell+ a whole lot moreJoin us live at 12 pm ET!https://t.co/cwg7xo6CcO ...
Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey
New York Post· 2025-07-08 15:40
Group 1: Leadership Changes - Wendy's CEO Kirk Tanner is leaving the company after just over a year to take the CEO position at Hershey [1][3] - Tanner will depart Wendy's on July 18, and CFO Ken Cook has been appointed as interim CEO while a search for a permanent replacement is underway [3] Group 2: Company Performance - Wendy's has been experiencing muted sales, with its stock down nearly 31% this year, indicating challenges in growth initiatives [1][4][7] - The company is set to report its second quarter results on August 8 [3] Group 3: Hershey's Situation - Hershey announced Tanner's appointment as it faces higher tariff-related costs and elevated cocoa prices amid consumer spending uncertainty [4][8] - Hershey is expected to report its earnings on July 30 [9] Group 4: Analyst Insights - Analysts suggest that Tanner's experience at PepsiCo will be beneficial for Hershey as it navigates current challenges [9] - Wendy's underperformance compared to key peers indicates that its growth initiatives have not yet gained meaningful traction [4][7]
3 Audio Video Stocks to Consider Amid Industry Headwinds
ZACKS· 2025-07-08 14:05
Industry Overview - The Zacks Audio Video Production industry includes manufacturers of televisions, speakers, video players, camcorders, gaming consoles, drones, and high-end cameras, providing advanced audio, imaging, and voice technologies for entertainment and communication [3] - The industry is currently facing macroeconomic headwinds, including trade tensions, tariffs, and inflationary pressures, which are likely to suppress consumer spending [4][8] Market Trends - Macroeconomic uncertainty is expected to negatively impact consumer demand, particularly for discretionary purchases, while supply chain disruptions and commodity price fluctuations pose additional challenges [4][5] - Intense competition from low-priced imports, especially from China, Vietnam, and Mexico, is leading to price wars and margin contraction for U.S.-based manufacturers [5] - Technological advancements, such as the shift to digital technology and wireless transmission, are enhancing productivity and catering to the demand for high-resolution video [6] - The demand for premium entertainment is increasing, driven by record labels, TV producers, and advertisers, which is likely to support profitable growth in the industry [7] Industry Performance - The Zacks Audio Video Production industry has outperformed the broader Zacks Consumer Discretionary sector and the S&P 500 over the past year, with a growth of 37.2% compared to the S&P 500's 12.3% [12] - The industry's current Zacks Industry Rank is 201, placing it in the bottom 18% of over 246 Zacks industries, indicating bleak near-term prospects [8][9] Company Highlights - **Sonos, Inc. (SONO)**: The company is experiencing growth from robust home theater sales and has proactively reduced its exposure to China by moving production to Malaysia and Vietnam. Sonos expects revenues of $310-$340 million for the fiscal third quarter, reflecting a sequential increase but a year-over-year decline [19][20][21] - **GoPro, Inc. (GPRO)**: GoPro is focusing on expanding subscription revenues and product innovation, including the launch of new camera models. However, it anticipates lower unit sales and revenue growth in 2025 due to macroeconomic challenges [23][25][27] - **LiveOne, Inc. (LVO)**: LiveOne is expanding its B2B partnerships and has secured significant agreements, including a partnership with Amazon valued at over $16.5 million. The company is preparing for a major collaboration expected to significantly increase its subscriber base [30][31]
X @Ash Crypto
Ash Crypto· 2025-07-08 06:21
For the past two cycles, Bitcoin's monthly RSI has consistently aligned with key macro trend levels during market peaks.In this cycle, the monthly RSI suggests that if history repeats, Bitcoin will pump more. https://t.co/oq1XdJzNaI ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-08 00:15
Back tomorrow for UNDER EXPOSED!@DeeZe + @CSURAM88 + @0xGeebz all join as we chat:- Macro, the BBB and the Invest Act impacts- The Crypto Corporate Treasury stock trade- Pump Fun presale: buy or sell+ a whole lot moreJoin us live at 12 pm ET!https://t.co/cwg7xo6CcO https://t.co/20CiUg47ZP ...