In terms of financials, Costco's record has been nothing remarkable, but it has been steady. Over the past 10 years, Costco's revenue and earnings have grown at CAGRs of 9.18% and 13.26%, respectively. Notably, the most recent quarter saw the company reporting a beat on both revenue and earnings.Valued at a market cap of $436.4 billion, the COST stock is up 5% over the past year. Meanwhile, the stock's current dividend yield is at 0.53%, and the company has been raising dividends consecutively over the past ...

Core Insights - The US labor market is showing signs of weakness, with modest job creation and a rising unemployment rate, which may lead to reduced disposable income for households [2][3] - Retail investors, particularly in altcoin markets, are more vulnerable to these economic changes, as they typically invest surplus cash into risk assets [3][4] - Institutional investors are also facing challenges, particularly due to potential rate hikes from the Bank of Japan, which could impact global liquidity and risk asset exposure [7] Group 1: Labor Market and Income Trends - The latest Nonfarm Payrolls report indicates slower wage growth and a rising unemployment rate, suggesting weaker income momentum for households [2] - Disposable income is crucial for crypto adoption, as retail investors allocate surplus cash to risk assets; stagnating wages and job insecurity may lead to reduced discretionary spending [2][3] Group 2: Impact on Retail and Altcoin Markets - Retail participation is more significant in altcoin markets compared to Bitcoin, making smaller tokens more susceptible to reduced retail investment flows [3] - If disposable income decreases, altcoins are likely to experience liquidity issues and prolonged price declines, as retail investors may need to liquidate positions to cover expenses [3][4] Group 3: Institutional Investor Dynamics - Institutional investors are becoming more cautious due to potential rate hikes from the Bank of Japan, which could disrupt global liquidity conditions and affect risk assets [7] - Rising borrowing costs in Japan may lead institutions to reduce their global exposure, impacting crypto, equities, and credit markets [7] Group 4: Market Dynamics and Price Drivers - Asset prices can still rise despite weakening incomes if monetary policy becomes more supportive, as a cooling labor market may allow the Federal Reserve to cut rates [5] - Rallies driven by liquidity are more fragile and sensitive to macroeconomic shocks, which is particularly relevant for the crypto market [6]

Consumers in South Africa and Australia are struggling with strained disposable incomes, making an obstacle for Woolworths to fix its clothing unit https://t.co/kLN4aO6CC0 ...