One price to rule them all: When I published this note it was dismissed as the ravings of someone out of touch with what’s happening in the markets. It got very personal and was rather amusing from a behavioural point of view. Today those detractors have been reminded of a durable truth - that price, valuation & leverage is a toxic cocktail.When price moves in such a rapid and emotional fashion I am always exercised by opportunities that may have emerged. However, we need to be mindful of what earnings we are really buying in the medium term vs the short term tactical opportunity. The linked note touched on this trade-off. (https://lnkd.in/duXZDyfw) Very Best Johan #Tactical #taa #episodes
Johan du Preez’s Post
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Financial Services Representative, Certified Financial Planner™, Founder of Solomon Financial Group, LLC
Wasn't it just yesterday that bell bottoms and shoulder pads were in? Just as we look back fondly (?) on past fashion fads, it's essential to recognize the parallels in the world of finance. Market trends may shift, but the principles of wise investing remain constant. Like opting for a classic tailored suit over a passing trend, making sound financial decisions based on timeless principles may ensure long-term success. Looking back at the trends of yesteryear, let's also celebrate the enduring value of timeless investments - after all, a solid financial plan never goes out of fashion. My glasses certainly did. #SolomonFinancialGroupLLC #Trends #FinancialPlanning #FinancialAdvisor (CRN202709-6974055)
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Founder "Waves Strategy Advisors / Ashish Kyal Trading Gurukul" and Author of Effective Trading in Financial Markets using Technical Analysis. Featured on National Stock Exchange (NSE), IIM Trichy, Paytm
Trading Options using Elliott wave & Neo wave is one of the powerful methods in technical analysis. Nifty has been moving in lacklustre fashion, See why 22550 is an important resistance? Click below to know Nifty path ahead using Elliott wave https://lnkd.in/dNeVpQPY
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👟 The biggest story from the latest StockX Current Culture Index 2024 has to be ASICS. Based on StockX data, Asics was the #5 top selling sneaker brand of 2023, moving up five places from being the #10 top selling sneaker brand of 2022 and growing 239% over the last year. By these metrics, Asics should be the most successful sneaker brand of 2023 in terms of how much relative growth they have achieved. I went to a running shop last month to buy a new pair of running shoes and was told that their best selling running shoe is the Asics Gel-Kayano. If you look at the Alias report from Goat and Flight Club, they list their top selling ASICS shoes from 2023 as different colorways of the Gel Kayano 14 and Gel 1130. As the StockX President and COO said in an interview with CBS on December 1, it's not just the hyped shoes that are being traded on StockX but also the more affordable shoes that people are finding trade either at or below their retail price. While it's always good to see hyped collabs succeed (like the Kith x Marvel X-Men x Asics Gel-Lyte III '07), where Asics will move the needle for their company is by selling more accessible, everyday shoes like the Gel-Kayano. It's good to remember that resale marketplaces like StockX, Goat, and Flight Club help facilitate trades of not only the exclusive, limited edition collabs, but also the popular sneakers that have high demand and less limited supply. https://lnkd.in/eci9s3_r #sneakers #fashion #footwear #retail #asics #marketinsights
Big Facts: Current Culture Index 2024 - StockX
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For a brand like H&M, quality is the key. The Quality of textiles, aesthetics, and brand. Is H&M excelling in these? 🤔 It is double-teamed by other fast fashion companies. Step up, H&M like Uniqlo and Muji. H&M abandons 2024 margin target as costs hurt profit - https://lnkd.in/g5zpgX3y
H&M abandons 2024 margin target as costs hurt profit
reuters.com
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The #garment industry of #Bangladesh is at a crossroads, grappling with significant shifts in global #trade dynamics and consumer demands. This article delves into the complexities and challenges currently faced by this sector, providing a detailed analysis of trade data and market trends, and offers a critical lens through which to view the future pathways. Read it here: https://lnkd.in/dceg6Zfb
Bangladesh Garment Industry: Navigating Uncertainty
fibre2fashion.com
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Buy local, buy quality.
ABC News on Instagram: "France will add a $16 tax to every ultra-fast fashion item sold and people are calling for Australia to follow the trend. To personalise your news & stay in the know, download the ABC News app via the link in our bio. #ABCNews #FastFashion #Clothing #France #Australia"
instagram.com
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Hi everyone. Here's a summary from my most recent post on Paulitical Economy™: 📍Luxury sales are slowing and we take a look back at Paris-based LVMH. 📍Weight-loss drugs are coming for kids. 📍Fewer people are paying off their whole credit card balance. The lowest percentage in at least 13 years. 📍Sportswear and footwear retailer Foot Locker has turned things around. 📍US corporate bankruptcies are rising. 📍General Mills sales are accelerating downwards. And so is volume; particularly in the US. 📍US inflation is cooling and getting closer to target. But core inflation remains firmly above 3%. 📍Car insurance premiums continue to rocket higher. Used car and truck prices are not falling as fast as the government says they are. 📍Core US wholesale inflation ticked up. In Financial Ructions: 📍Valuation eventually matters. Unless central banks are allowed to destroy the economy. 📍Inflation in the Eurozone is falling again but still above target. But core inflation remains stubborn. Regardless, another rate cut from the ECB. https://lnkd.in/gN2TR--q
Post 272
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Credit Risk - Wealth Management & Investment Banking | Morgan Stanley | Ex-Credit Suisse | Ex-Deutsche Bank
The Market's Catwalk: You can time the market, but first embrace the fact that finance is a lot like fashion! From the book "How to Listen When Markets Speak" by Lawrence McDonald and James Robinson. “Financial markets, much like fashion industry, have hot sectors and boring sectors, and these are constantly shifting like desert sands. Places where billions are made will not always be that way. And sectors that once delivered tiny returns, if any at all, could one day be highly profitable.” Btw, don't fundamental analysts and business news experts advise investors to hold onto out-of-fashion stocks forever? --------------------------------- Stage Analysis: The Revolutionary Approach to Market Timing Used by Stan Weinstein https://lnkd.in/d5r7PWtJ From Dance Floors to Trading Floors: Nicolas Darvas on How Women's Fashion Influenced His Investing Strategy https://lnkd.in/dNAwXHPY Financial markets are not supermarkets. It is easy to be swayed by a supermarket mentality when we are trading —Tom Hougaard https://lnkd.in/d-DjzvEN
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Founder of CentricityX Marketing | Brand Builder | Crafting Impactful Marketing Strategies and High-Performing Websites
Harry Rosen is a prime example of a brand that has evolved with time while remaining true to its core identity. As one of Canada’s leading men’s fashion retailers, Harry Rosen has consistently adapted to changing consumer preferences, from the rise of e-commerce to shifts in fashion trends. However, what has remained constant is its unwavering commitment to providing premium, personalized service and curating high-quality menswear. While the retail landscape has become increasingly digital, Harry Rosen continues to emphasize its deep-rooted values of craftsmanship, expertise, and a tailored shopping experience. In the end, it’s all about putting the customer first, and Harry Rosen does a fantastic job of that. The brand consistently demonstrates its commitment to understanding and anticipating the needs of its clients, delivering personalized service that goes beyond just selling clothes. This level of dedication is no easy feat, especially in today’s fast-paced retail environment, but it’s a commitment they proudly uphold. By always prioritizing the customer experience and fostering long-term relationships, Harry Rosen solidifies its reputation as a trusted brand that truly values its clients. It's the modern and consistent view that all began with Harry. It's so inspiring to see that some still see and invest in the value of retail. #RetailExcellence #CustomerFirst
- BNN Bloomberg
bnnbloomberg.ca
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As more companies opt to list in the US for the promise of a higher price, access to deeper pools of capital and a less risk-averse investor base, Europe limps further behind. American-listed firms make up almost 70% of the MSCI World index, whereas a decade ago it was around 50%. Sure, this is also largely a function of US Big Tech getting bigger. There are real-world costs to Europe’s market lag. One is a higher hurdle for companies to access equity capital in Europe as investors demand more compensation for risk. Take the auto sector, where the ability to raise cash is king: In 2020, US carmaker Tesla Inc. raised billions in equity not once or twice but 3 times in the space of 10 months — and saw its share price rise instead of the expected fall that share sales usually bring.
The US Stock Market Is Eating the World. Just Look At Your Shoes
bloomberg.com
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