9/21/2023 0 Comments Diminished dominating his next actWhen there’s an imbalance of power, it can show up in many forms, including resentment, endless arguments, and emotional distance. It certainly looks as if the bad news has reached that point of saturation and/or diminishing returns, and AT&T is scheduled to report earnings tomorrow (Wednesday) before the open.“Power dynamics” in a relationship refers to those roles and to ways of interacting that influence a partner’s behavior. Meanwhile, the share price has fallen to three decade lows. So there's a bit of an art to interpreting what he says and when he says it.ĪT&T has plenty of problems, including potential expense to clean up old lead-clad cables.Īnalysts at TD Cowen helpfully tell us that the costs for cleaning up the lead-clad cables could "range from near-zero to tens-of-billions of dollars in liability" The problem with fading Jim is that he simply has too many opinions. There's actually a beautiful irony in the underperformance of the Inverse Cramer ETF since launch. Now, I'm not in the camp of blindly fading everything Cramer says. That company is as poorly managed as any company I’ve ever seen in my lifetime” If a market refuses to go down amid a saturating shower of negative headlines, there's a good chance it's about to bounce. None of this is about predicting the future. The negative headlines had 'diminishing returns' on stock prices, and stimulus expectations were on the floor.Ī few well-structured comments from Chinese officials yesterday and we're doing the China stimulus trade all over again. More importantly, Chinese stocks had (generally) stopped falling. China's economy has plenty of well-publicised problems. None of which is especially contentious (OK, maybe the last point). We've had China on the watchlist for the past month □Ĭhina's economy is falling into deflation, no property market = no economy, GDP downgrades from major banks, youth unemployment above 20% (or nearer 50% if you believe everything you read). The law of diminishing returns applies more broadly across markets too, and especially applies to the cycle of human attention. □ The box-office gurus over at The Numbers have their 2023 box-office market preview up and their early projections for the July-released “Barbie” have it opening at around $31 million on opening weekend. It's not just financial gurus that are useless at predicting the future. We've decided that they're less appealing than films about a toy doll & the inventor of the atomic bomb. Tarantino talked about Reservoir Dogs building a bridge from the "they won't let you do that 80's" to the ground-breaking cinema of the '90's.Īfter a hundred Mission Impossible sequels, Indiana Jones Fifty. Something shiny and new comes along, grabs our interest simply by being different at the right time, and a new trend is born. Why businesses fail or end up being acquired.Īt some point, a good idea is milked to the point of saturation, then returns start to diminish, before they eventually turn negative. It's why a back-tested edge is unlikely to persist indefinitely. These dynamics are a constant feature of business and markets. Like how shorter songs became more common as streaming developed into the dominant medium (Pay per play.? More plays = more pay) In some sense, the marketplace becomes more efficient. And we get bored.Īs the marketplace changes, creators adapt. It's hard to be original when everything follows the same characters and the same formula. Just too many sequels, too much similarity. Frankly, it diluted focus and attention.” It had not been in the television business at any significant level, and not only did they increase their movie output, but they ended up making a number of TV series. Spending less on what we make, and making less,” “Marvel is a great example of that. “You pull back not just to focus, but also as part of our cost containment initiative. Netflix, Disney, Paramount, HBO, Paramount, Amazon, Apple, Peacock, Hulu, Roku, (and plenty more) have been ramming content down our throats for years now, trying to establish themselves as THE dominant streaming/content service.ĭisney CEO Bob Iger announced that they'd be cutting back on spend, and admitted that things had gone too far. More accurately, the saturation of content for contents sake, fuelled by the Streaming Wars™. First up, the Barbie marketing team will probably win an Ogilvy award (if there is one).īeyond that though, it's the content backdrop. See, there's a load of things at play here. The ' Barbenheimer' weekend is reportedly on track to be the fourth biggest box office weekend of all time with a take of $300 million. Two huge blockbusters absolutely raking it in at the box office. Allocating real capital to successful traders □īarbie & Oppenheimer.
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