The price of weight-loss drugs is plummeting.Used luxury watches are a multibillion dollar business.And so are fakes.TV watching via streaming has taken over.And YouTube leads the way.<...

Electric vehicle demand is a fraction of what auto manufacturers thought it would be.But government involvement helped to distort expectations.Ford takes a huge write-down.Coty is a leading cosm...

Christmas with Andy Williams and the murder trial of his ex-wife.The US restaurant industry is seeing negative foot traffic. This is what happens when inflation drives dining costs through the roof....

Lululemon continues to struggle in the US.While Costco continues to relentlessly drive sales higher.People continue to flock to RH for luxury furniture.But investors refuse to do likewise with the share price.

I’m reposting my first and so far only Pollitical Economy (2023) which asked you for your favourite Christmas movie.Giving you some Christmas viewing ideas.Another look at Canada’s housing affordability crisis.

Apple is a pretty impressive business founded by a very impressive entrepreneur.But its share price is way ahead of the business i.e. expensive.We take a look back.After many quarters of negativ...

Home Depot sales are once again weakening.They’re blaming a lack of hurricanes.Target department store sales are accelerating downwards.With discretionary items taking the biggest hit.M...

Americans are dining out less often.Traffic has been down eight months in a row.Yet Darden, owner of Olive Garden, is seeing same store sales accelerate.But not Wendy’s:US same store sales are accelerati...

Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.

All of a sudden a lot more companies are announcing layoffs.Things have significantly changed from when companies used to hoard employees just in case.A look back at Porsche.And sales are falling as their...

A look at social security in the US.It will be insolvent within ten years in large part because deductions from payroll to pay for social security are consumed rather than invested.Krispy Kreme is experiencing co...

Cheap funding has been the main cause of housing affordability crises.After two quarters of negative sales growth, luxury group LVMH creeps into positive territory.And after only one quarter of negative sales growth, Domi...

Beer maker Constellation Brands’ sales and share price are going down faster than its beer. US office vacancy rate ticked down from last year. But is still over 25% in some Western cities. 

PACCAR is one of the leading truck manufacturers in the U.S.A look back.New truck deliveries are down 13.5% from pre-COVIDJ.B. Hunt is one of America’s largest trucking companies and its sales growth has...

Two thirds of American workers are now living paycheck to paycheck.And job prospects are the lowest in at least 12 years.Kellogg’s has had a long history and the company split into two separate businesses a coupl...

Tariffs are sending coffee prices soaring.A tax for American consumers with no benefit.Delta Airlines passenger revenue growth has been grinder lower for the last couple of years and is now flat:And now f...

We start by taking a look back at Heinz.And two decisions that ended their long-term relationship with McDonald’s.Healthcare costs for Canadian boomers are being subsidised by the next generation.As well ...

After seven straight quarters of sales declines, and fourteen quarters of declining volume, Kraft Heinz has announced that they will split up the company.The merger of the two companies back in 2016 has been a disaster.And...

49% of the homes sold in the US this year were under the price of $400,000Up from 43% in 2023.Shooting deaths in New York City are at an all-time low.But shooting up is still a problem....

The Ford F-Series of pickup trucks have constantly been in the top six of cars sold going back to the 1960s.Pickup trucks now account for four of the top six.In the 2010s Japanese cars accounted for four of the top six.

Large movie chains in the US are outperforming the industry.And a look back at AMC Theatres.French luxury goods company LVMH sales are still falling.Especially in Japan.US renewable ene...

McDonald’s turns things around.But lower income consumers are suffering.Caterpillar sales are still falling but not as much.A turnaround?But things not looking good at Gucci.RH...

Starbucks is still seeing comparable store sales decline.But a fourth leg of their business is growing quickly.Chateau Lafite Rothschild is one of the world’s top wines.Its futures price is off 49% from its peak.<...

General Motors has a long and interesting history.It has been hurt by tariffs, but sales did benefit as customers rushed to beat the tariffs.Women are twice as likely to be raped in the UK and Sweden than they ar...

Prices in the US are rising with eggs leading the way.To the extents that tariffs are pushing up prices it should be a one-time hit.Unless tariffs rise even further.Core inflation in Japan is st...