Luxury Realities: Navigating High-End Living in Times of Recession
The luxury industry is experiencing a deceleration as consumers become more restrained following their exuberant spending during the pandemic. Bain & Company estimates that sales in the sector increased by 15% at constant exchange rates in 2022. However, towards the end of last year, U.S. shoppers started tightening their belts, and Europeans followed More...
Top Stocks’ Troubled Tenure: Why Big Companies Struggle to Last
Investors often ponder which companies will dominate the stock market a decade from now – the “Magnificent Seven” of 2033, so to speak. While predicting future market leaders is a challenge, there’s More...
The Israeli-Palestinian Conflict: Hamas’s Strategic Victory
I do not support Hamas, nor murder, by anyone. I am not Muslim, English not Arab, and have no Arab, still less Palestinian, connections at all. I have never attended a march or public demonstration in my life. Nor More...
Russia vs Ukraine: The Stalemate Scenario and Its Implications
It is nearly impossible to obtain reliable information on the progress of the war or the situation in Ukraine. This conflict is not only a shooting war but also a propaganda war. My impression, however, is that More...
What’s the Difference Between a Military Coup And a Rigged Election?
“What’s the difference between a military coup and a rigged election?” This is precisely why coups are resurfacing in Africa. Corrupt dictators camouflage themselves as democratically elected presidents, More...
The US Debt Impasse: A Temporary Solution or Kicking the Can Down the Road?
We have concerns about the US debt, the suspension of the debt ceiling, and the potential consequences of these actions. In this feature we cover the impact on inflation, recession, and the possible ramifications More...
Signs of an Impending Recession: Commercial Real Estate and Bank Risks
Letter from Palm Valley Capital Management A rapidly growing bank stores most of its capital in government bills. The market price of its shares soars while the money supply expands rapidly. Inflation rages. The More...
Has the Long-Awaited Rebound Started in the Bombed Out Fashion UK eCommerce Sector?
Has the long-awaited rebound started in the bombed out fashion eCommerce sector, or is this a dead cat bounce? ASOS just released a trading statement today with the following as a summary: Trading Statement – More...
2022 Chronicles: War, Layoffs, Meltdowns & Famous Deaths
This is a chronicle diary from Himanshu Patil – an active stocks and options trader for the year 2022. 1/4 – $SPX hit All Time Highs to $4818.62 & $AAPL hit All Time Highs to $182.94 1/6 – More...
Berkshire has Outperformed the S&P 500 39 Times Out of the Last 58 Years
Happy 99th Birthday to Charlie Munger Congrats to him and Warren Buffett for Berkshire Hathaway outperforming the S&P 500 by more than 20% in 2022 Berkshire has outperformed the S&P 500 39 times out of the More...