

Retail sales bounce back
Nov 12, 2024
Retail sales are bouncing back, ushering in a promising holiday season, thanks to renewed consumer confidence. Shopify is making headlines with its impressive earnings report. Meanwhile, Honeywell faces strategic pressure from activist Elliott, pushing for a breakup that could enhance shareholder value. The podcast also evaluates the performance of the Magnificent Seven stocks and their evolving market dynamics, indicating a potential end to their dominance.
Chapters
Transcript
Episode notes