In Today's Issue:
Focus: Shifting BRICS and the Petrodollar
In the Markets: Prepared to raise; IPO in your InstaCART
MoneyFitt Explains: The BRICS
The BRICS🎓 emerging market bloc, consisting of Brazil, Russia, India, China and South Africa, has embarked on its largest expansion ever by inviting Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the UAE to join next year, with further phases to follow. Seen as a natural fit for population size (and oil production...
Focus: Shifting BRICS and the Petrodollar
In the Markets: Prepared to raise; IPO in your InstaCART
MoneyFitt Explains: The BRICS
The BRICS🎓 emerging market bloc, consisting of Brazil, Russia, India, China and South Africa, has embarked on its largest expansion ever by inviting Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the UAE to join next year, with further phases to follow. Seen as a natural fit for population size (and oil production...
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今日要闻：
焦点： 生活在泰勒（芭比和梅西）的世界
在市场上： 英伟达 无变化；不好转；涨不涨
Moneyfitt解释： Spanked SPAC
美元树公司加入了富乐客、梅西百货、雅诗兰黛、Target、Peloton、家得宝和无数其他（非奢侈品）零售商的行列，下调销售预期，理由是消费者需求疲弱和盗窃担忧。尽管由于通货膨胀吸引了注重价格的顾客（...
焦点： 生活在泰勒（芭比和梅西）的世界
在市场上： 英伟达 无变化；不好转；涨不涨
Moneyfitt解释： Spanked SPAC
美元树公司加入了富乐客、梅西百货、雅诗兰黛、Target、Peloton、家得宝和无数其他（非奢侈品）零售商的行列，下调销售预期，理由是消费者需求疲弱和盗窃担忧。尽管由于通货膨胀吸引了注重价格的顾客（...
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来自《时代》杂志：[Taylor Swift Eras] 巡回演唱会已成为渴望获得疫情后现场音乐沉浸式体验的音乐会观众的完美之选。“我们处在体验经济中，人们渴望外出参加社交活动...在我们生活的日益数字化的环境中，人们涌向这种 #erastour 体验也就不足为奇了。”...预计仅在美国，Eras Tour就将创造近50亿美元的消费者支出。“如果泰勒·斯威夫特是一个经济体，她的规模将超过50个国家。” 专栏 英伟达海军
在今日一期中
焦点： 英伟达海军
在市场上： Peloton 暴跌，Foot Locker 被踢了；比普渡大学还差
MoneyFitt 解释说： 短裤和挤压裤
如今，谁心态正确的人会想变短 🎓 Nvidia？这是人工智能淘金热的铲子制造者，对吧？人工智能是城里唯一的游戏，而且是原来的三倍（到目前为止！）今年，占主导地位的人工智能训练GPU制造商英伟达几乎是整个股市上涨的催化剂。英伟达的收入翻了一番多...
焦点： 英伟达海军
在市场上： Peloton 暴跌，Foot Locker 被踢了；比普渡大学还差
MoneyFitt 解释说： 短裤和挤压裤
如今，谁心态正确的人会想变短 🎓 Nvidia？这是人工智能淘金热的铲子制造者，对吧？人工智能是城里唯一的游戏，而且是原来的三倍（到目前为止！）今年，占主导地位的人工智能训练GPU制造商英伟达几乎是整个股市上涨的催化剂。英伟达的收入翻了一番多...
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。![[得意]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "得意"){kind=small}
专栏 地铁三明治整个吞并
快乐的 MoneyFitt 发布日！
今天的问题：
重点: Subway 三明治被整个吞下
在市场上： 英伟达能源；ARM的竞赛；中国中国中国
MoneyFitt解释： 加盟我，特许经营者
私人拥有的麦当劳，作为其名称的快餐连锁店的特许经营方，接近被餐饮业重点私募股权（PE）公司罗克资本收购。罗克一直在与Sycamore Partners和TDR等其他美国私募股权公司竞争...
今天的问题：
重点: Subway 三明治被整个吞下
在市场上： 英伟达能源；ARM的竞赛；中国中国中国
MoneyFitt解释： 加盟我，特许经营者
私人拥有的麦当劳，作为其名称的快餐连锁店的特许经营方，接近被餐饮业重点私募股权（PE）公司罗克资本收购。罗克一直在与Sycamore Partners和TDR等其他美国私募股权公司竞争...
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In Today's Issue:
Focus: Arms and the Son
In the Markets: Action Jackson, Poor Top-10%-ers; China’s Damp Squib Games; Wild Markets: ARS and BTC
MoneyFitt Explains: The IMF
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SoftBank has reportedly acquired the 25% stake in Arm Ltd that it doesn't already own from its Vision Fund unit in a deal valuing the chip designer at $64bn. This is suspiciously close to exactly double the $32bn that SoftBank's mercurial billionaire founder Masayoshi Son paid for it in 2016, implying co...
Focus: Arms and the Son
In the Markets: Action Jackson, Poor Top-10%-ers; China’s Damp Squib Games; Wild Markets: ARS and BTC
MoneyFitt Explains: The IMF
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SoftBank has reportedly acquired the 25% stake in Arm Ltd that it doesn't already own from its Vision Fund unit in a deal valuing the chip designer at $64bn. This is suspiciously close to exactly double the $32bn that SoftBank's mercurial billionaire founder Masayoshi Son paid for it in 2016, implying co...
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In Today's Issue:
Focus: Amazon on Drugs
In The Market: Evergrande Evergone; Walmart and Target; German Supermarket Invasion (Aldi and Lidl)
MoneyFitt Explains: Fed Minutes in Minute Detail
Shares in CVS Health fell more than 8% on Thursday on a decision by Blue Shield of California, a huge insurer with 4.8mn customers, to drop CVS’s Caremark unit as its main pharmacy benefit manager (PBM) in favour of other companies, including Amazon and the Mark Cuban Cost Plus Drug Company. It...
Focus: Amazon on Drugs
In The Market: Evergrande Evergone; Walmart and Target; German Supermarket Invasion (Aldi and Lidl)
MoneyFitt Explains: Fed Minutes in Minute Detail
Shares in CVS Health fell more than 8% on Thursday on a decision by Blue Shield of California, a huge insurer with 4.8mn customers, to drop CVS’s Caremark unit as its main pharmacy benefit manager (PBM) in favour of other companies, including Amazon and the Mark Cuban Cost Plus Drug Company. It...
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China's largest listed company and owner of the ubiquitous Weixin / WeChat super-app, internet conglomerate Tencent reported second-quarter net profits up by 41% year-on-year to Rmb26bn (IFRS basis), the fastest growth since late 2021, on revenue 11% higher to reach Rmb149bn. But the numbers fell short of HK/Shanghai's Finest, which had been expecting Rmb33.4bn and Rmb152bn respectively. Tencent's cost-cutting efforts and focus on "high-quality revenue streams with be...
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随着经济面临日益严峻的挑战，零售销售、工业产出和投资增长数据疲弱，北京出人意料地采取了降低关键利率以促进活动的举措，使亚洲和全球市场大跌。与此同时，北京决定暂停发布青年失业率数据，该数据在6月份达到了创纪录的21.3%，成为中国经济放缓和迅速消退的零疫后反弹的受害者。国家统计局表示，不再发布特定年龄组的失业数据，称需要改善劳动力调查统计数据。此举也与7月份发布的经济指标低迷同时出现，其中零售销售同比增长率为2.5%，低于6月份的3.1%。7月份整体失业率达到5.3%，工业生产增长仅为3.7%，中国在实现年度官方5%的增长目标方面面临巨大挑战。
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Argentina devalued its official peso (ARS) rate by 18% to 350 per US Dollar on Monday and raised interest rates by 21 percentage points to 118%, after political outsider Javier Milei, a radical, right-wing libertarian and outspoken Donald Trump fan who has who threatened to “burn down” the central bank, slash spending and taxes and replace the peso with the dollar, unexpectedly won Argentina’s residential primary poll with 30.1% of the vote. The legal parallel "blue-chip swap" ex...
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