SOTS 2nd Hour: Apollo’s “No Free Lunch” Warning, Tech Investor Dan Niles, & A Read On Luxury 7/25/25
Squawk on the Street
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Luxury Stocks in a K-Shaped Economy
This chapter examines the resilience of luxury stocks in a K-shaped economy, emphasizing the contrasting spending behaviors of affluent consumers versus lower-income individuals. It also explores the challenges faced by major players like LVMH amidst shifting consumer dynamics in China and the broader implications for the luxury market.
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