“Seated diners” get scarcer again as new Covid cases surge.
The fatal flaw of meal-delivery unicorns.
The infamous “Nothing Goes to Heck in a Straight Line” mugs. Just pour in some liquidity, such as a “Repo IPA” or “QE Lite,” and you’re ready to relax.
Those who bet on the most obvious short in the history of mankind got the heads handed to them.
Their buying binge in the US goes into the “Contrarian Indicators” category.
All the big gorillas are trying, but consumers just don’t want to.
Six quarters in a row of year-over-year declines.
Aldi’s $5 billion bet at a brutal time.
A 15-month downturn, longest since 2009, and no end in sight. What gives?
Just as the deflating Farmland bubble leaves its marks.