These Brands Are Flipping the Bird at MuskTwit | The Daily Peel | 11/4/22

Nov 4, 2022 | Peel #331

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Market Snapshot

General Mills, Volkswagen, Pfizer, GM…

Advertisers are taking a wait-and-see approach before they spend another dime on Twitter.

Elon’s been whining about the backlash over an $8/month checkmark, but if ad partners start pulling out, this could turn into an all-time bad investment.

Banana Bits

Winter is coming at Big Tech—Apple and Amazon are hitting pause on hiring
Instacart is doling out cold hard cash to its employees to make up for its delayed IPO
Threats of famine are subdued after Russia agreed to allow Ukrainian grain to travel through the Black Sea
Hiring slowed in October compared to September

Keep the Peel going...

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Macro Monkey Says

No Pivot for You

What if I told you hedge funds paid AI companies to analyze JPow’s micro expressions yesterday?

Even with the help of robots, investors struggled to get a read on his thoughts about further rate hikes after a 4th-straight 75-pointer, but the theme is that a pivot ain’t happening.

He initially said that the Fed would keep in mind that prior hikes still need to work their way thru the system
Then he laid down the hammer, saying, “the ultimate level of interest rates will be higher than previously expected.”
It’s clear the Fed is ready to crank rates too high rather than not high enough, since the latter could mean persistent inflation
The odds of a FIFTH STRAIGHT 75 pointer in December doubled after his comments

Meme of the day

Source

What's Ripe

Crocs ($CROX) ↑ 14.24% ↑

$CROX are cool again, and Q3 results blew estimates outta the water
Brand partnerships with the likes of Cinnamon Toast Crunch and Disney have people continuing to buy these allegedly-edible shoes

Under Armour ($UAA) ↑ 12.13% ↑

Nike’s ugly stepsister has been through the wringer in the last few years, but it’s not dead yet
Apparel revenue was down, but a partnership with Chef Curry helped boost shoe sales in the quarter

What's Rotten

MGM Resorts ($MGM) ↓ 10.46% ↓

Veteran Peel readers know the story with MGM—it’s all about Macau
The Chinese island changed gaming laws in the quarter, forcing MGM to swallow a $1.2 billion charge

Coinbase ($COIN) ↓ 8.09% ↓

The crypto winter rolls on, and so does $COIN’s collapse
Its top line is in freefall, and it’s on track for a half-billion-dollar loss this year. If crypto stays dead throughout the Fed’s tightening cycle, look out below

Data Peel

Source

Thought Banana

Next Crisis, Let’s Up the Stimmies

Now that we’re somewhat removed from the latest global economic clusterf*ck, we can compare the C-19 response to that after the GFC.

Of the $5 trillion or so in emergency 2020 spending, only 1.8 went directly to households, with the rest getting swallowed by businesses and governments
Uncle Sam wasn’t as generous after the GFC, and the stimulus took a lot longer to arrive
Australia went hard early after the GFC and sent checks to every taxpayer, and avoided a recession as a result
Sending the bulk of stimmies to businesses can create zombie companies while sending checks directly to people ensures that actual households are kept afloat

The big question: Whenever the next crisis inevitably comes, will the U.S. point the money printer at households rather than companies?

Banana Brain Teaser

Yesterday — I fly without wings, I cry without eyes. What am I?

Clouds.

Today — It’s 50 bananas off the Consulting Interview Course for the first 25 correct respondents. LFG!

What grows in grass and shrinks in water?

Shoot us your guesses at [email protected] with the subject line “Banana Brain Teaser” or simply click here to reply!

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These Brands Are Flipping the Bird at MuskTwit | The Daily Peel | 11/4/22

Market Snapshot

Banana Bits

Keep the Peel going...

Macro Monkey Says

Meme of the day

What's Ripe

What's Rotten

Data Peel

Thought Banana

Banana Brain Teaser

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These Brands Are Flipping the Bird at MuskTwit | The Daily Peel | 11/4/22

Market Snapshot

Banana Bits

Keep the Peel going...

Macro Monkey Says

Meme of the day

What's Ripe

What's Rotten

Data Peel

Thought Banana

Banana Brain Teaser

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