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🔬The Rise of Temu: eCommerce Revolution or Marketing Mirage?
Plus: Russia's land grab in Ukraine is dangerous; and much more!
22 hrs ago
6
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🔬The Rise of Temu: eCommerce Revolution or Marketing Mirage?
www.marketlabnewsletter.com
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🔬IPO, Where Did You Go?
Plus: U.S. CPI inflation is in-line (ie: didn't ruin the party); and much more!
Sep 12
12
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🔬IPO, Where Did You Go?
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🔬Deflation Nation: China's Prices Flatline
Plus: OPEC cuts global demand estimates (again); and much more!
Sep 11
10
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🔬Deflation Nation: China's Prices Flatline
www.marketlabnewsletter.com
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🔬 The S&P 500 Club: Fame & The Walk of Shame
Plus: Chinese inflation walks the plank; and much more!
Sep 10
12
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🔬 The S&P 500 Club: Fame & The Walk of Shame
www.marketlabnewsletter.com
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🔬Chips Are Down: Has the Semiconductor Hype Short-Circuited?
Plus: U.S. employment picture continues to threaten 'soft landing' narrative; and much more!
Sep 9
18
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🔬Chips Are Down: Has the Semiconductor Hype Short-Circuited?
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🔬Lululemon Pt. 2: Flex Appeal or Stretched Thin?
Plus: Job numbers hit multi-year low; Trump's stock hits record low; Chris in Parks & Rec was played by Robe Lowe; and much more!
Sep 6
12
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🔬Lululemon Pt. 2: Flex Appeal or Stretched Thin?
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🔬Lululemon: Namaste Bearish?
Plus: Nvidia breaks records... even really bad ones; Dollar Tree's struggles are all out problem; and much more!
Sep 5
17
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🔬Lululemon: Namaste Bearish?
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🔬Bill Ackman's Reboot
Plus: Oil is a disaster (and I'm ok with that); Boeing is also a disaster (ditto); and much more!
Sep 4
18
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🔬Bill Ackman's Reboot
www.marketlabnewsletter.com
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🔬Cheap Stocks vs. Expensive Stocks
Plus: Why Is September Terrible for the stock market?
Sep 3
20
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🔬Cheap Stocks vs. Expensive Stocks
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August 2024
🔬Atlas Carried The World On His Back
Plus: Wingstop's secret recipe; and much more
Aug 30
16
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🔬Atlas Carried The World On His Back
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🔬Shopaholics: The Kroger-Albertsons Merger
Plus: Microsoft tries to save face after CrowdStrike; Nvidia is great but not good enough; and much more!
Aug 29
16
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🔬Shopaholics: The Kroger-Albertsons Merger
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🔬The Walmart Way 2.0
"The secret of success is to do the common thing uncommonly well."
Aug 28
16
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🔬The Walmart Way 2.0
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