Bacon prices just doubled

Plus, retail stocks are getting rocked...

*past 24-hour performance

  • People aren't paying for stuff: Dick’s (DKS) and Macy’s (M) traded down -24.15% and -14.05% respectively after posting weak quarterly earnings as rising levels of theft, student-loan repayments and credit-card delinquencies cloud earnings picture for retailers (Axios)

  • Nike logs longest losing streak on record: Nike (NKE) posted a record streak of losses as concern over China’s sluggish consumer recovery builds and elevated merchandise stockpiles continue to weigh on profitability across the activewear industry (Fortune)

  • Artificial exuberance: Nvidia's (NVDA) stock reached an all-time high of $481.77 yesterday ahead of its earnings report today. The stock has surged over 320% since 2020, when its share price traded at $106 (The Street)

  • IBM selling The Weather Channel: IBM (IBM) will sell The Weather Company and its assets to Francisco Partners, a tech-focused private equity firm, for an undisclosed sum (CNBC)

  • Miner flags China uncertainty: BHP Group (BHP), the world’s largest miner, reported its lowest annual profit in 3 years, warning the outlook for China is uncertain as the nation grapples with a brewing crisis in the steel-intensive construction sector (BNN)

  • Traffic jam: More than 200 ships, carrying millions of dollars of goods, are stuck on both sides of the Panama Canal after authorities capped the number of crossings because of a serious drought. Delays set to wipe $200M off profits and cause spikes in US grocery prices (WSJ)

  • Bacon prices double: Bacon is about to get even more expensive as wholesale pork belly prices are up 100% this year on the back of an animal welfare law in California, as well as peak summer demand (CNBC)

How to apply for the new student loan repayment plan: The Biden administration’s new income-driven repayment plan, known as SAVE, opened for enrollment on Tuesday, providing millions of borrowers with a more affordable way to pay their monthly student loan bills, which will become due again in October after a three-year pause. Read more »

The stock market has a real problem—a real yield problem: The yield on 10-year U.S. Treasury inflation-protected securities was negative until May of last year. It touched 2% on Friday, its highest level since 2009. That’s an attractive-enough after-inflation yield for many investors, and it presents more competition for stocks, especially those with high valuations. Read more »

Housing affordability… for students?: In America’s most expensive college town, students must make $72,000 just to afford one year’s rent — with a lack of housing construction and an increase in students creating an affordability crisis. Read more »

  • Pentagon lowering recruitment standards again (American Military News)

  • The secret weapon hackers can use to dox nearly anyone in America for $15 (404 Media)

  • DeSantis suggests he would use drone strikes against drug cartels (The Hill)

  • Why startups are investing millions to make drugs and semiconductors in space (CNBC)

  • Ecuador votes to ban oil drilling in part of Amazon (Reuters)

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