The Best One Yet - 🔌 “Premature Electrification” — The EV Speed Bump. Return of the iPod. Realtors’ $1.8B problem.

Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines.

The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle.

And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents.


$Z $URBN $TSLA $GM $F $AAPL


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The Best One Yet - 🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.

Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast)

Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it.

And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually run out of gas.


$WBD $TGT $JBLU


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The Best One Yet - 🌽 “Disgusting… and delicious” — Candy Corn’s monopoly. Chevy’s final tagline. The White House’s AI.

The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff.

Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Chevy’s final tagline.

And The White House just signed an Executive Order on Artificial Intelligence — But Marc Andreessen disagrees with every word of it.


$HSY $GM

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The Best One Yet - 🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.

One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents.

One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action.

And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans.


$LVMUY $AMZN


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The Best One Yet - ⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.

The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.

Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward.

And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”.


$CELH $MAT $F $SPY


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The Best One Yet - 👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.

Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds.

DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households.

And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban.


$MSFT $AAPL


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The Best One Yet - 🤳 “The FOMO Lawsuit” — Meta sued by 41-states. Texas Roadhouse’ resurgence. Kristen Bell’s diaper dilemma.

41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO.

The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence.

And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model.


$TXRH $DIN $DRI $META


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The Best One Yet - 🩲 “Skims for Hims” — Kim Kardashian’s growth hack. America’s unpopular debt solution. The NBA’s ticket surge.

Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome.

America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular.

And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt.


$VSCO $SPY


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The Best One Yet - 🐽 “McRib of Wall Street” — The Stock market’s McRib correlation. ESPN’s secret subscription. Amex’s chirp vs churn.

Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. 

For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years.

And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn.


$SPY $MCD $AMEX $DIS


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The Best One Yet - ⚽👅 “Rolling Stones FC” — Spotify’s soccer jersey. Americans’ stock market record. United’s perfect boarding strategy.

Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for.

A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have.

And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo Bias.” 


$SPOT $UAL $SPY

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