Straight from the Desk

Syz the moment

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31 Jul 2023

EBITDA explained to Kids... and adults!

Source: Nicolas Boucher

31 Jul 2023

The digital economy in one picture

Source: Ian Bremmer

31 Jul 2023

Nice ad by WWF Germany -> "Protect our wildlife before it is too late"

Source: WWF Deutschland

31 Jul 2023

If you have nothing else to do you can Barbie or Ken yourself through the artificial intelligence App BaiRBIE.me

(I wish I had this haircut…)

31 Jul 2023

“We keep this picture in the office to remind our people that one should always look for opportunity away from where the crowd is going.” -Bruce Flatt, CEO Brookfield Asset Management

Source: Compounding Quality Chris Quinn

31 Jul 2023

What moves stock prices

Source: Brian Feroldi

28 Jul 2023

3 companies own the soft drink market

Source: Genuine Impact

28 Jul 2023

US 10-year treasury yields are trading back above 4% and this most likely due to a batch of strong US hard data. Indeed, the US economy remains "red hot":

1) Initial jobless claims were expected to rise modestly last week - after hitting 2-moth lows the prior week - but instead they tumbled further to 221k (the lowest since Feb 2023) - TOP LEFT CHART 2) Continuing Claims also dropped to 1.69mm Americans - the first time back below 1.7mm since Jan 2023... - TOP RIGHT CHART 3) US GDP Grew An Unexpectedly Hot 2.4% In Q2 Despite Fed's Aggressive Tightening Campaign - BOTTOM LEFT CHART 4) Orders for Durable Goods printed a 4.7% MoM surge (almost 4x the expected 1.3% rise) - that is the biggest monthly rise in durable goods orders since July 2020 - BOTTOM RIGHT CHART Can the #fed really afford to put an end to their #interestrates hike cycle? Source: Bloomberg, www.zerohedge

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