🧊 “YETI vs Trump” — YETI Coolers’ tariff so...

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🥪 “AI Can’t Bake Bread” — Jersey Mike’s IPO. OPEC for Demand. Nantucket’s Influencer Drama. +Weather’s “Wet Bias”

Jersey Mike’s had the biggest restaurant IPO in 15 years… because investors are hot for cold cuts.The War in Iran keeps escalating, but oil prices don’t... Because China is now DOPEC: OPEC for Demand.1 Nantucket store banned influencers, 1 embraced them… And it’s touched a nation ... Show more

. 21min 45sec

👬 “The Brotation" — Nasdaq’s 10% drop. eBay’s cockroach scandal. Haribo's gummy stores. +Minivan Momentum

eBay sent a box of cockroaches to 2 journalists… now it’s paying $56Haribo opened its 1st gummy-only stores… but it’s not a 1-trick pony, it’s a 1-trick thoroughbred.Tech stocks are down 10% on “Brotation” or “Erasure”... but your portfolio needs “Bubble Wrap”Plus, Minivan sales ... Show more

. 21min 3sec

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