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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty...
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May 21, 2026 / Kurt Nimmo
Lindsey Graham’s ‘Circle of Death’
The senator from South Carolina has taken an idea from the Zionist playbook. It’s called the “Circle of Death.” In Gaza, the Zionists use yellow lines. The lines are invisible and when hapless Palestinians—men, women, children—straggle across it, the IDF murders them. Graham wants the same in Iran. Draw an invisible circle around targeted “nuclear […]
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May 21, 2026 / Tyler Durden
Foreign Treasury Selling Is Getting Serious
Foreign Treasury Selling Is Getting Serious
Submitted by QTR's Fringe Finance
We already knew that the bond market was starting to call bullshit on America’s fiscal and monetary policy. Now we know that foreign governments are dumping U.S. Treasuries, and China is leading the way…even while President Trump pals around with President Xi Jinping.
According to CNBC, foreign holdings of U.S. government debt fell sharply in March as central banks sold Treasuries to defend weakening currencies during the geopolitical and energy shock tied to the escalating Middle East conflict.
China reduced its Treasury holdings to roughly...
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Mar 25, 2026 / Tyler Durden
New Lord Of The Rings Movie To Be Written By...Stephen Colbert?
New Lord Of The Rings Movie To Be Written By...Stephen Colbert?
There is perhaps nothing more revealing about the desperate state of Hollywood than its obsession with digging up old franchises in a futile race to capitalize on audeince nostalgia. In fact, it has been widely understood in the film industry for the past decade that almost no project will be greenlit unless it is a reboot, remake or "re-imagining" of a previously popular story property.
The problem, which everyone except Hollywood executives understands, is that you cannot recapture the magic...
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