German retailer Aldi Nord to raise prices by 20-50% on Monday German retailer Aldi Nord will raise its prices by an average of 20-50% due to an increase in production costs, local media reported on Sunday. From Monday onwards, meat, sausage products, and butter will be “significantly more expensive,” a
I received a query from a subscriber as per below: Trade idea: After the war in Ukraine subsides, we’ll likely see a huge injection of capital to rebuild the bombed cities. Is there a micro play here on a few larger Ukrainian construction / raw materials / home builders that
For most of us we’ve not lived in this sort of environment before — one where all that we’ve trusted is shattered. There is momentous change taking place right now. Let us cover some ground here just to see how far things have come so that we don’t delude ourselves.
I go by the premise that it’s all propaganda. Within it there are inevitably some truths along with some non truths muttered by outright fabrications. Discerning which is which can be tough. Nevertheless, viewing both sides of the coin can provide some insights. With that in mind let us take
Hat tip to my buddy John Winsell Davies for sharing this with me. The China H-shares index is now trading at levels last seen in the immediate aftermath of Lehman in Q4 2008. There are a lot of companies that have been thrown out of the bath with the water.
That we’re gonna crash. You will by now have noted that the pointy shoes at the Fed hiked rates by 25 basis points. As my buddy Tony Greer pointed out: The last time we saw inflation at these levels, Fed Funds ratcheted to 15% to cool things down. Fed Funds
…the business. I read a shocking thread that I share with you below. While reading through this consider the implications for the entire Silicon Valley community and growth stocks in that space. Hazard Harrington on Twitter: “I work in Big Tech. A name you would know and have probably used
Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara
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