Trendi

Trendi

By Chase BakerNewsBusiness News
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Trendi episodes

  • Alibaba Breaks, Morgan Studley, and the Influencer Economy

    Alibaba's stock rose 14% last week on the news the company is splitting into six business units. We anticipate this trend to rise in the future.


    Morgan Stanley has a larger wealth management business than Goldman Sachs and has been expanding its investment banking and trading operations. According to the latest available financial data, in 2021, Morgan Stanley's total revenue was $57.07 billion, while Goldman Sachs' total revenue was $46.03 billion.


    The influencer economy has been growing rapidly in recent years, with Statista reporting that the industry was valued at $13.8 billion in 2021, up from $6.5 billion in 2019. Brands are increasingly partnering with influencers to reach younger audiences and promote their products and services through social media platforms.


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    10 min
  • Profit-force, Culture Fails on Rails, and Corporate Cash Compounds

    Salesforce, like most companies, is shifting its focus away from growth and to profit. Elliott Management has nominated a group of directors for seats on the firm's board. We think the trend of focusing on profit over growth and pressure from activist investors will keep trending up.


    Railroads stack paper. Most class-one railroads have generated an enormous profits over the last 5 years, but challenges by unions and dangerous derailments will challenge this trend. The biggest hurdle for these railroads will be changing their culture to focus on their people and their safety protocols.


    Corporate profits in the United States increased 0.8 percent to USD 2.54 trillion in the third quarter of 2022. We think this trend will keep up as more companies take a new strategic approach for the rest of the year.


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    9 min
  • Cloudy for the Saudi Future, FedEx Shipping Weakness, and Mortgage Mayhem

    Oil companies have been booming over the last year and no one has benefited more than Saudi Aramco, the state-owned oil and gas company based in Dhaharan, Saudia Arabia. One of the largest oil companies in the world has recorded the largest profit ever earned by a company. Saudi Aramco made $161 billion in net income, we think oil will continue to trend up in the short term, but over the long term will be a fuel source of the past.


    FedEx is showing some weakness in its performance and will trend down in the short term if they don't take action to be more efficient and generate new cash.


    After SVB's collapse mortgage rates fell 1% this past week and bitcoin is up 67%, but don't rush out to buy a house or any crypto just yet. We'll dive into the trend to give you the takeout you need to know.


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    9 min
  • Mexigrow, Puppies are Recession Proof, and the Elle Woods Labor Force

    Mexico has its share of problems. But today, I want to give you a few reasons for optimism that, politically and economically, Mexico is strong and getting stronger and trending up. 


    Owners will do anything for their pets including buying food and treats for their pets despite inflation or a slowing economy.  We anticipate this trend to keep resilient despite the potential economic headwinds ahead. 


    There are now more Elle Woods in the labor force than Warren Huntington's with bachelor's degrees. This has been an accelerating trend over the last few years as more women pursue advanced degrees. 


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    9 min
  • Stan the Man, Costco's Resilient Retail Strategy, and Companies Focus on Efficiency

    Secretary of State Antony Blinken on Tuesday met with foreign ministers from five former Soviet Republics: Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan (all the countries that end in -stan). We anticipate multinational collaboration to trend up and to improve all the economies working together.  


    Costco makes more than $200b a year and is one of the few retailers resilient to Amazon's disruption because of their unique business model and focus. We anticipate Costco to keep trending up. 


    Corporations are waging a war on waste. Meta recently announced this was their year of efficiency, Shopify mandated no meeting Wednesdays to save 322k hours of employees time, and a number of  employers are testing out the 4 day work week. 


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    9 min
  • Nigeria Votes to go Cashless, RPA, and ChatGPT
    Nigeria is in the middle of an election, but before it started the current President made a reform to phase out currencies from churches to help the country transition to a cashless economy and stamp out corruption. We believe the move to a cashless economy will keep trending up globally. 
    Automation companies focus on RPA (robotic process automation) have huge upside in our heavily weighted service based economy. We anticipate the tailwinds for automation/RPA companies to keep trending up. 
    ChatGPT has taken the world by storm and reached 100m users faster than any application in history. The AI race has begun as the "Chegg for adults" breaks record adoption rates. 
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    8 min
  • Pension Tension, Storage Companies Stack Cash, and Mercedes Autonomy is Leveling Up

    More than a million workers protested President Emmanuel Macron's proposed reform to the pension system. We see the unsustainability of pensions trending up. 


    Storage companies are cash cows and we see their returns trending up for the foreseeable future. Public Storage recently made a hostile bid to buy competitor Life Storage for $11 billion. Public Storage has the largest market share at 9% and we anticipate more consolidation in the space in pursuit of market domination. 


    Mercedes just received approval for "Level 3" autonomy in Nevada. We anticipate the race for autonomous driving or machines to keep trending up. 


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    7 min
  • Tunisia Tests Democracy and Diversification, Slow Fashion, and Cutting Season

    Tunisia is new to the democracy scene and has taken a step back in 2021 when the president suspended parliament. As it figures out its own government, it joins a number of countries trying to diversify their economy and we expect this to keep trending up.


    Fast fashion has been trending up impact it has on the environment. We anticipate fashion to slow down to extend the life of clothes as companies like Levi Strauss and Patagonia have recycling programs to conserve resources. These decisions will fall in favor of investors, regulators, and most importantly customers.  


    Job cuts have been trending up, but the biggest cuts are where big bets have not panned out. The best thing is success, but the next best thing is to fail quickly and the worst thing is to fail slowly. These cuts are a result of failing slowly and wrong decisions made during the highs of the pandemic. 


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    10 min
  • China's Travel Rebound, Ranch Rich, and RTO > WFH

    China's been bouncing between shut downs and reopening for the last 3 years, but now that it is reopening it could help rebound numerous global economies dependent on tourism. We expect Southeast Asian travel to be trending up along with tourism across the globe.  


    Farmers are the backbone of our agricultural economy. We anticipate farmer supplies and equipment to keep trending up despite the health of the economy.  


    Working from home saves an average person 72 minutes a day, but execs from a wide range of companies are demanding employees return to the office. We expect this desire to keep trending up, but not without a fight.  


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    8 min
  • The Struggle Israel, Trash is Cash, and Durable Goods Demand Drops

    Political protests are trending up in Israel because PM Benjamin Netanyahu is trying to change the judicial system to allow senior cabinet members to hold senior positions. Until Israel achieves more political stability it might be safer to hold off on investing in one of their high growth tech companies.   


    Trash companies are generating a healthy amount of cash and have been trending up. Companies such as Waste Management or Republic Services are leaders in this space and worth dumpster diving into their business.  


    Durable goods have been trending down recently and this indicator serves as a strong sign of how the overall economy is doing. Drops and spikes are great to watch to know how to position yourself for larger personal purchase decisions.  


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    7 min

About Trendi

From the publisher's feed

This is a weekly show focused on today's top trends. 3 trends in under 10 minutes and a takeout you can bring with you into the world to be more informed, engaged, and inspired. Hosted by Chase Baker.