The term “xiexiu” has acquired a new lease of life among certain youngsters. Detached from its literary origins, it now denotes a departure from the proper way: more efficient, more creative or simply less bound by convention https://t.co/afbCPBJ7DG ...

Fiscal Policy & Economic Growth - The analysis suggests tariffs are running at an annual rate between $400 billion and $500 billion, potentially improving the deficit, but real GDP growth is considered the key to significantly reducing the deficit as a percentage of GDP [1] - The report anticipates real GDP growth will surprise on the high side of expectations later in the year and into 2026, driven by innovation platforms like robotics, energy storage, AI, multiomic sequencing, and blockchain technology, all catalyzed by AI [1] - The analysis highlights deregulation, particularly in crypto, AI, and nuclear energy, as a significant factor for economic growth, with tax changes encouraging manufacturing and innovation through accelerated depreciation schedules and full expensing of equipment, R&D, and software [1] Inflation & Monetary Policy - The report indicates that while inflation may seem stuck in the 2% to 3% range, innovation-driven productivity gains could lead to deflation in the coming years [2] - The analysis points out that M2 money supply growth has significantly dropped compared to the COVID boom, and the velocity of money is declining, potentially diffusing inflationary pressures [2] - The yield curve, measured by the two-year Treasury yield relative to the three-month Treasury yield, indicates tight monetary policy, which is expected to have disinflationary or deflationary effects [3] - True inflation CPI is reported at 19%, even with tariffs factored in, and consumer inflation expectations are expected to decline [3] Market Indicators & Investment Strategy - The analysis notes that manufacturing has been contracting for the last three years, and services are not in great shape, signaling potential economic concerns [4] - The report highlights that AI-powered capital spending is increasing, supported by new tax rules, while the trade deficit is being addressed [5] - The analysis observes that pending home sales are deteriorating, and new home inventory is high, potentially leading to price cuts and impacting the CPI [5] - The report suggests that the return on investment in the US is expected to increase due to innovation, tax laws, and deregulation, potentially strengthening the dollar [5] - The analysis notes that corporate profits are healthy, but quality of earnings and harnessing new technologies will be crucial for future growth [5] - The report observes that commodity prices are going nowhere, and gold is breaking out to all-time highs relative to metals, possibly signaling deflationary concerns [5]

RT s4mmy (@S4mmyEth)Happy Fri-DeAI!- Eye-watering capital raises- Fresh prediction market agents and- The first sovereign AI phoneInnovation is ramping up; here's a roundup of the DeAI news in the past few days🧵(1/11) https://t.co/98dJuA6MAm ...

Core Insights - Protiviti has appointed Amy Wilkinson to its advisory board, effective September 1, 2025, to enhance its expertise in AI-enabled business models and provide strategic guidance [1][5]. Group 1: Appointment and Expertise - Amy Wilkinson is the founder and CEO of Ingenuity and a faculty member at Stanford Graduate School of Business, bringing extensive expertise in innovation and AI-enabled business models that drive growth [2]. - Wilkinson has a robust background in corporate strategy, private equity, and startups, having collaborated with major organizations like Google, Salesforce, and Roche [3]. - She has served as an Independent Director for Hut 8 and Innovate, showcasing her business judgment and financial acumen [4]. Group 2: Strategic Importance - Joseph Tarantino, president and CEO of Protiviti, emphasized that Wilkinson's depth of experience and forward-looking perspective will provide valuable insights to the advisory board and clients [5]. - Wilkinson expressed enthusiasm about contributing to Protiviti's mission and collaborating with its management team, particularly in the areas of AI and innovation [6]. Group 3: Company Overview - Protiviti is a global consulting firm with over 90 offices in more than 25 countries, providing consulting and managed solutions across various sectors [7]. - The firm has been recognized on the Fortune 100 Best Companies to Work For® list for 11 consecutive years and serves over 80% of Fortune 100 and nearly 80% of Fortune 500 companies [8].

Project Overview - Polkadot 主网于 2020 年 5 月启动，但其根基深厚 [1] - Parity Technologies 致力于构建更好的互联网 [1] Technological Foundation - Parity Technologies 经历了多年的建设，从 ETHCore 到 Substrate 再到 Polkadot [1] - Parity Technologies 的故事是关于韧性、创新和使命的故事 [1]

[Applause] If you only had seconds to save a friend's life, how innovative could you be? Growing up in Michigan, I love to go exploring in the woods behind our house. And one particular day, I went on a walk with my friend Jeremy looking for some turtles. Now, we were 9 years old and we decided to go exploring the woods. And as we're walking around, we came across a ravine. Now, a a ravine is just a large gully. It's got uh dirt walls that are 75 ft high on each side and a large chasm in between. And I thou ...

RT s4mmy (@S4mmyEth)Happy Fri-DeAI!- Eye-watering capital raises- Fresh prediction market agents and- The first sovereign AI phoneInnovation is ramping up; here's a roundup of the DeAI news in the past few days🧵(1/11) https://t.co/98dJuA6MAm ...

Financial Performance & Guidance - Lululemon's earnings guidance came in well below estimates, marking the second guidance cut this year [1][2] - The company attributes the updated guidance to the impact of tariffs and the unexpected removal of the *de minimis* exception [2][3] Impact of Tariffs & *De Minimis* - The removal of the *de minimis* exception significantly impacted Lululemon, as two-thirds of online orders (majority under $800) were previously shipped from a Canadian facility without tariffs [4] - Lululemon is adjusting its distribution network in response to tariffs, a change considered a paradigm shift for the industry [4][5] - The company is exploring vendor partnerships for cost reductions, internal cost reduction measures, and strategic pricing adjustments to mitigate tariff impacts [5][6] - Some price increases on apparel are expected due to tariffs, implemented strategically based on elasticity modeling [6] North American Market Performance - Growth has stalled in the key North American market, particularly in the US [9] - Underperformance in the US is attributed to product issues, specifically in lounge and social categories, due to a lack of newness and innovation in core franchises [10][14] - Lululemon acknowledges the need to update product assortment, color, and style to better engage guests [10] Competition & Market Share - While consumer spending is down in apparel, activewear, and premium activewear, Lululemon claims to have gained market share in the premium activewear category in Q2 [13] - The company acknowledges competition from brands like Alo Yoga and Viori but believes it can win by delivering innovation [13][14] Future Strategy & Innovation - Lululemon hired a new lead creative director a year ago to energize the product playbook and drive innovation [15] - The company anticipates a shift towards more new styles, increasing from an average of 23% of the mix to 35% next year, expecting a turnaround [16] - Lululemon is confident in new styles and expects them to resonate with guests, with exciting new products coming next year [18]

Happy Fri-DeAI!- Eye-watering capital raises- Fresh prediction market agents and- The first sovereign AI phoneInnovation is ramping up; here's a roundup of the DeAI news in the past few days🧵(1/11) https://t.co/98dJuA6MAm ...

Thank you for incredible leadership uh including getting this group together. Thank you, Bill. That was very nice.Thank you so much for getting us all together and thank you for being such a pro business pro innovation president. It's a very refreshing change. We're very excited to see what you're doing to make all of our companies and our our entire country so successful.It's incredible to be among uh everyone here, particularly you and the first lady. Uh I've always enjoyed having dinner and interacting. ...