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7 Timeless Principles of Effective Money Management
Source: Investment Books (Dhaval)
Record holiday spending: good news, just one problem: consumers used buy-now-pay-later schemes to spend $7.3BN from Nov. 1 to Nov. 26, up 14% from a year ago, per Adobe
These are basically vendor/3rd party financing programs which don't show up on already maxed out credit cards... Source: Statista, www.zerohedge.com
Fast-fashion giant Shein has filed confidential paperwork for a potential public listing in early 2024
seeking a valuation of up to $90 billion (per Bloomberg), which would make the 15-year-old company more valuable than Lululemon and H&M combined. Established in China in 2008 as ZZKKO, Shein puts the fast in fast fashion: dropping as many as 10,000 new items on its website every day, producing items in small batches (50-100), and only ramping supply reactively for any products getting a lot of demand. Its wallet-friendly offerings — like earrings for less than 50¢ — have won over young consumers across the world, with its US customer base helping to catapult the company’s sales up 45% year-over-year, to $23 billion in 2022. Source: Chartr
Nvdia in a virtuous cycle?
As highlighted, by Kakashii, Nvidia is somewhat fuelling their own growth by investing in AI startups which will purchase their AI chips! Indeed, Nvidia is one of generative AI’s most active investors. Let's review some of the deals the chipmaker is backing. Behind the scenes, Nvidia has been investing heavily in generative AI companies. The chipmaker’s overall deal activity has climbed dramatically in 2023 (see chart below)
Hedge Funds now have the largest long position in the US dollar since February 2022
Source: Barchart, Bloomberg
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