"We Think Sentiment Will Turn Positive": UBS Sees Inflection Point In Under Armour Shares
“我们认为情绪会变成积极的”：瑞银（UBS）看到Under Armour Sharesunder Armour首席执行官Kevin Plank的周转努力可能在最新的收益报告后今年撞墙了。报道说，他正在出售个人资产，包括他的赛马农场和他在巴尔的摩独家酒店的股份，随着UA继续挣扎而引起了人们对Plank财务健康的新担忧。但是，一位瑞银（UBS）分析师在隧道末端看到灯光，这表明围绕运动休闲品牌的情绪可能最终到2027年从负面变为正。 Shares are now trading at 2010 levels, marking a collapse from the 2015 peak and ext
Kerry Howley has a superb piece in New York Magazine on the kids in San Francisco building the future.Houses and motels turned into dorms for kids in their late teens through mid-20s, building everything from brain scanners through to an AI VC that evaluates funding pitches - with the AI having hire
Employment growth is dead in the water; tomorrow we will find out about production and sales
- 按新的交易，民主党今天没有新闻，让我们看看为什么明天两个版本特别重要。让我从就业开始，这是“死在水中”。我之前撰写过关于制造业和建筑业的工作以及现在产生货物就业的整个领域的方式。但是今天让我指出服务状况的狭窄程度。 [NOTE: all FRED graphs in today’s post are normed to 100 as of April of this year].Below is the graph of total employment (blue), total employment excluding health care (red), and services s
Economist Paul Krugman: Trump has 'ripped up' America’s crucial alliances — perhaps 'irretrievably'
“ Pax Americana”一词（与“美国和平”的拉丁语类似于西班牙语或意大利语中的“帕兹美国人”）是指西方在第二次世界大战后多年的相对稳定时期。 Liberal economist Paul Krugman considers Trumpism and the MAGA movement harmful to the Pax Americana — an argument he made in an October 16, 2023 column for the New York Times and a column he posted on his SubStack page on F
Socialism with Chinese characteristics: A good venue for hawking plastic models
到底 - 它几乎成为了自己的非正式传统。 New kit rolls down Chang’an Avenue for a hush‑hush rehearsal, sharp‑eyed photographers capture every bolt and contour, and before the paint on the real vehicle is fully dry, there’s already a shrink‑wrapped model on sale.Please notice that the "ZTZ-25-1 lightweight Thank" is pri
'Hawkish' FOMC Minutes Shows 'Majority' Fear Higher Inflation More Than Lower Employment
'Hawkish' FOMC Minutes Shows 'Majority' Fear Higher Inflation More Than Lower EmploymentSince the last 'dovish' FOMC statement (and Powell's post-statement 'hawkish' presser) on July 30th, we have had 'cool' payrolls print and 'hot' inflation prints with retail sales mixed... and now everyone is ant
В 2025 году чаще всего клещи переносили болезнь Лайма
in ticks brought for analysis from January to August 10, 2025, in 19% of cases, that is, in every fifth, the causative agents of Lime's disease (borreliosis) were revealed, in 3% - anopaplasmosis, in 1% of erlishes, and an encephalitis virus was found in 62 sequencers, hemotest was told in the “Gemi
Яблочный Спас в 2025 году: что делать верующему, что святить в церкви
in ticks brought for analysis from January to August 10, 2025, in 19% of cases, that is, in every fifth, the causative agents of Lime's disease (borreliosis) were revealed, in 3% - anopaplasmosis, in 1% of erlishes, and an encephalitis virus was found in 62 sequencers, hemotest was told in the “Gemi
▼研究人员的眼睛☆投资部门出售的趋势（2025年7月） - 外国投资者一遍又一遍地销售。 ☆ Someone's daily life will turn to the future - the possibility of Wikimedia Commons as a place for recording that everyone can carry - ☆ Due to high prices wariness, will they leave US stocks - the trends in investment trusts in July 2025 - ☆ About comp
What Triggered The Upcoming Putin-Trump Summit?
是什么引发了即将到来的普京 - 特朗普峰会？由安德鲁·科里布科（Andrew Korybko）通过替代品撰写，其中一个必须向对方提供更多的让步。克里姆林宫艾德·尤里·尤里·乌萨科夫（Eide Yury Yury Yury Yury Yury Ushakov）在星期四确认，普京和特朗普在下周与特殊的史蒂夫·维特科夫（Steve Witkoff）的“高度生产力”的同意下一周，他在三个小时的上面遇到了一位，这是他的陪伴下来的一小时。 expiry of Trump’s shortened deadline to Putin.It’s still unclear whether Trump will
Ugly, Tailing 3Y Auction Sees Worst Foreign Demand Since 2023
Ugly, Tailing 3Y Auction Sees Worst Foreign Demand Since 2023One week after the Treasury's refunding announcement unveiled no major changes to the coupon auction schedule for the next few months, instead punting everything to Bills and leading to the following headline this morning:*US TREASURY TO A
Cincinnati Councilmember Says Whites 'Begged For Beatdown'
辛辛那提议员说，白人乞求贝特阿德·科里·鲍曼（Beatdown'Cory Bowman），副总统J.D. Vance的同父异母兄弟，也竞选辛辛那提市长，在X露出了X的社交媒体后，在辛辛那提委员会成员Vict Vict Vict to the White Town the Begged begged beate downat中，对X造成了愤怒。这是紧随辛辛那提警察局局长特雷莎·泰格（Teresa Theetge）的荒谬企图来淡化黑暴民袭击的荒谬，引起了人们对这座城市唤醒领导的非常严重的关注。“他们恳求那个殴打！我对整个故事表示感谢，”帕克斯在似乎是Facebook帖子上写道。鲍曼（Bowman）
谁为世卫组织筹集资金。 reject the WHO’s sweeping emergency powers treaty, warning that the same unelected body now seeking “global medical surveillance of every human being.”The BMJ Global Health study, published Wednesday, reads:“From its launch until the end of 2023, the foundation disclosed total donation r
Efforts to Restrict or Protect Libraries Both Grew This Year
在今年上半年，全国各地的州议员提交了更多的账单，以限制或保护图书馆和读者。根据EveryLibrary的报告，该组织倡导反对书籍禁令和审查制度的小组的报告，这一分裂主要沿着地理路线下降。在一月和七月之间[…]
€100,000 Just For an Instrument Rating: Have Helicopter Training Prices Gone Too Far?
You’ve remortgaged your house, borrowed money, or saved for multiple years, moved countries, and spent 2 years locked up in either a room or a cockpit studying everything there is to know to pass 14 exams 📖 You’ve done it: your CPL(H) ✅ Then, you get told the industry isn’t […]The post €100,000 Just
Some interesting links that I Tweeted about in the last week (I also post these on Mastodon, Threads, Newsmast, and Bluesky):The "fair use" defence of AI companies scraping the web for training data is not valid in the EU: https://www.theregister.com/2025/07/14/eu_genai_fair_use/For safety, we need
Lockheed Tumbles Most In Months After Slashing Outlook On $1.6 Billion Hit
洛克希德（Lockheed）在洛克希德·马丁（Lockheed Martin）的16亿美元hitshares在周二的几个月内削减前景大部分时间，这给行业同行施加了压力，此前这家国防巨头报道了第二季度季度的收入却错过了彭博社共识。该公司还对与其航空业务部门和国际直升机计划有关的机密计划收取指控，在其Sikorsky Business部门进行了全年展望。Lockheed报告了一个重大失误，营业利润跌至65％至7.48亿美元（估计为21.5亿美元）（估计为21.5亿美元），而收入为18.16美元的亿美元。股票在中午之前下跌了9％ - 自今年年初以来。这不是一个良好的趋势线。 Industry pee
美国的扶手椅革命者：左派如何将马克思主义重新发现为乔纳森·图里（Jonathan Turley）在冷战期间发起的最终美德，据报道，苏联共产主义者将美国自由主义者称为“有用的白痴。 From higher education to Hollywood, dilettantes on the left embraced Marxism with little real understanding of the philosophy or its implications.We are now seeing the rise of a new generation of armchair revol
