Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.
Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.
In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.
I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.
I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).
Catalyst Funds
Rational Funds
Strategy Shares