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Culture Eats Strategy for Breakfast
Source: Wolf of Harcourt Street Quote from Peter Drucker
France’s National Rally continued to cement its lead in opinion polls a week before the country’s snap parliamentary election, largely at the expense of President Emmanuel Macron’s centrist bloc.
Support for Marine Le Pen’s far-right party was pegged at 36% in a survey by Elabe published Sunday in La Tribune Dimanche. That’s ahead of 27% for the left-wing New Popular Front alliance, and just 20% for Macron’s movement. Source: Bloomberg
The market cap-weighted S&P 500 is outperforming the equal weight index by nearly 10% this year, following 12% outperformance in 2023.
Since 1971, the only back-to-back years with a higher combined outperformance: 1998-1999. Source: Charlie Bilello
JUST IN: *META, APPLE REPORTEDLY DISCUSSED AI COOPERATION - WSJ
The Wall Street Journal is reporting that Apple and Meta have discussed a partnership that would see Meta AI models integrated into iOS 18 for Apple Intelligence. This integration would likely be similar to the deal Apple has struck with ChatGPT, which is currently the only third-party partner for Apple Intelligence.
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