If you follow our daily market dashboards, a new international set of charts dropped

One of my favorites attributes  long-term drivers of returns: What caused Intl stocks to lag last 5/10years:  

Slower sales growth, less multiple expansion, FX losses (ie everything)

— Jeremy Schwartz (@JeremyDSchwartz)
4:23 PM • Aug 24, 2024

Adjusted for the collapse in the dollar, the S&P is unchanged in 50 years

— zerohedge (@zerohedge)
6:27 PM • Aug 23, 2024

Yes, it is volatile lately, but durable goods up nearly 10% simply isn't something you see in a recession or an economy headed for one.

We've long said there is no recession coming (even three weeks ago when they promised us one) and we are still in that camp.

— Ryan Detrick, CMT (@RyanDetrick)
1:41 PM • Aug 26, 2024

For the 1st time, there are 5 generations in the US workforce at the same time.

This is the new normal as Americans live longer and want (or need) to work longer.

But it's creating tension. Gen Z  won't be promoted as fast as prior generations b/c it's "crowded" at the top

— Heather Long (@byHeatherLong)
10:31 PM • Aug 26, 2024

“According to the Census Bureau, only 16% of households have incomes of at least $200,000 in the New York City area. In the San Francisco area, 26% of households do.”

— Kyla Scanlon (@kylascan)
1:16 PM • Aug 26, 2024

Spending on streaming services appears to have topped out in Bank of America internal data,

and the growth in households paying for services has slowed.

— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
1:29 PM • Aug 27, 2024

YouTube TV will now also offer Fantasy View, allowing Yahoo and NFL,com users to link their fantasy teams to their YouTube TV accounts—which will provide key plays and multi-view options personalized to each viewer’s fantasy football roster.  x.com/i/web/status/1…

— Ari Meirov (@MySportsUpdate)
3:13 PM • Aug 20, 2024

Allowing teams to sell up to a total of 10 percent of each team to a list of permitted private equity firms is expected to be voted on and approved today.

— Adam Schefter (@AdamSchefter)
1:14 PM • Aug 27, 2024

If the deal between $ATD.TO and $SVNDY goes through, they will hold a market share of ~13% – making them significantly larger than the next player, $CASY, at 1.7%.

However, the U.S. convenience store market is still very fragmented, with 63% of stores being single-operated.

— Quartr (@Quartr_App)
4:25 PM • Aug 26, 2024

Fast food was disappointing.

I was so excited to try American fast food after watching tons of YouTube reviews.

But man, In-N-Out was such a letdown. The fries tasted like cardboard, and the whole experience was just meh.

I give it a 2/10.

— Ole Lehmann (@oledoteth)
3:20 PM • Aug 20, 2024