Morning Brew Daily The Stock Market is on Fire & Marvel is in Crisis
Nov 13, 2023
The stock market's recent surge sparks discussions on investor optimism and economic forecasts. An intriguing AI device aims to replace smartphones, yet its reception is mixed. Marvel Studios faces challenges amid content saturation, with 'The Marvels' underperforming at the box office. The conversation dives into the evolving culture of tipping and its social implications. Finally, they spotlight upcoming movie releases and key economic trends shaping consumer behavior.
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Free Donuts Strategy
- Krispy Kreme offered free donuts for World Kindness Day, but only a dozen to the first 500 customers.
- Neal Freiman questions this strategy, suggesting giving one donut to more people might increase in-store sales.
Stock Market Rally
- The S&P 500 has seen a sneaky rally, rising 7.2% in two weeks, driven by interest rate speculation and bond market activity.
- Increased demand for Treasury bills and hints of a Fed rate pause contribute to this bullish trend.
Investor Sentiment Shift
- Investor sentiment has become significantly more bullish in just one week, doubling expectations of rising share prices.
- This highlights the market's sensitivity to even small changes in information or sentiment.