Investment

Shaving bliss without “irritation”

Thanks Gillette. Now this Schick Hydro5 razor promises to keep away skin irritation. For customers it’s even nicer to know there are no other “irritations” to worry about.

Schick should do a toxic masculinity counter campaign

Gillette’s marketing department must be thrilled to get such decent click thru rates. Sadly they are running circa 10:1 negative on 2.4m views. Great lesson on why lecturing customers is never advisable. Were they eating Tide pods when they came up with the idea?

This virtue signaling stupidity only benefits Edgewell Personal Care (parent of Schick). On what planet did Gillette think this campaign would win fans? If CM was working for Edgewell, the advice to the company would be to do a toxic masculinity spoof counter campaign and watch it go so viral. Watch EPC’s share price ramp tonite.

It’s rare that a #1 player so carelessly throws away its clear advantage. The overwhelming majority of men can’t stand violence toward women.

As is so often the case with virtue signaling the target audience is usually such a tiny minority that one wonders why they bother to spurn the majority to placate them?!

Refreshing honesty

Honesty really works. Once again capitalism allows companies to work out very quickly when consumers shun product changes without proper consultation. From Carlton Dry:

We overcomplicated things…

A beer that’s now harder to open! We clearly got this wrong and we’re sorry.

Last October we replaced our twist off caps with a ring pull cap and it didn’t take long for all of you loyal drinkers to let us know that if it ain’t broke, don’t fix it.

So we’re pulling our fingers out, and pulling the pin on the ring pulls. As of March, the twist tops that you know and love will be back on our stubbies.

At the time we changed to ring pulls, our bottles were also reduced from 355ml to 330ml so we could avoid increasing the price – keeping it as one of the most affordable beers on the market.

To keep our prices unchanged on our stubbies we’re not passing on any of our increases in production costs for a 12-month period and we won’t pass on the Government’s February increase in beer tax. This will help keep Carlton Dry prices as low as possible.

We hope the twist top brings back the simple joy of cracking open one of our beers without burning a hole in your pocket.

TL;DR

We F’d up. Ring pull bad. Twist top good. Changing back at good price.”

Down and out in Davos

Davos is likely to be unlike any gone before it. Lucky for the globalist elitists who like to rug up in mink collar lined Moncler down jackets, Trump won’t be there to verbal them over their blatant double standards. Ironically the fact he isn’t going is more evidence of their inability to self reflect rather than the other way around. Trump is hardly an eloquent mouthpiece at the best of times but his words and stance around nationalism resonate far wider than the €200 Chateau Briande chewing wealthy will be prepared to admit at Davos.

France. As the Gilets Jaune (Yellow Vest) movement rolls into week 9, where has the media been reporting it? Macron would normally attend the Davos mob as “the poster child” but he can’t because of the domestic situation. Should he show up to hug his globalist chums, the chaos at home would exacerbate. This is no small matter for the proponents of world government. We shouldn’t forget Marine LePen is polling higher than Macron. Nor should we overlook the fact she won 35% of the 2nd round vote, twice the level ever seen in the anti-EU Front National’s history.

Germany isn’t much better. Although Frau Merkel will be in Davos. Despite stepping down from the rotting carcass her policies have turned her party into, she’ll be fawned over at the matriarch. Deutschland, the paragon of the EU’s economic chest beating, saw industrial production plunge 4.7% in November, its worst showing since the GFC. The fastest rising party in Germany, the anti-immigrant AfD, whose chairman was bashed to within an inch of his life, plans to be far more open about jettisoning the EU going forward. Yet more anti-globalist forces at the gate.

Italy has felt the wrath of EU meddling in ratifying its latest budget. Despite 60% of the country voting in eurosceptic parties last year, the EU is still pushing its weight around via the ECB. Italians are far from pleased with Brussels. Many of her banks in the south are carrying nose bleed territory bad debts which make them technically insolvent. Italians want out.

Hungary, Poland and the Czech Republic have openly rejected globalism and any shaming from the Bullies from Brussels has only led to bigger majorities handed to them by their citizens.

Austrian Chancellor Sebastian Kurz has made it clear that illegal immigration is not for them, no matter how much UN global compacts or EU directives want to encourage it. Why else would he appoint a member of the anti-immigrant FPO as the minister for that portfolio?

PM Rutte of The Netherlands lost seats in the last election, mainly to Geert Wilders’ anti immigrant PVV. The socialist parties were all but annihilated.

UK PM Theresa May is looking on shaky ground to pass her version of Brexit through the Commons. Even Jaguar’s woes in China are supposedly the fault of Brexit. Even the iconic brand’s UK sales are up 76% since 2013. Surely it’s macroeconomic headwinds not leaving the EU that is driving this. Despite all the scare stories from the BoE, the people aren’t buying it. The UK has its highest ever petition signed to get parliament to vote for “No Deal”. So much for the expert’s advice!?

There is a groundswell movement the establishment continues to ignore. Famous economists giving fire side chats to out of touch journalists don’t convince the people who aren’t living these utopian dreams espoused from Davos.

Davos seems a bit like an Oscars gathering. The audience they are appealing to are increasingly looking the other way and tuning out. It matters not whether some believe we need to show more compassion and embrace global cooperation. The people in charge of selling it could not muck up the messaging and execution of said plans if they had a mandate to do so.

Davos 2019 may well see its proclamations become little more than rearranging deck chairs on the Titanic. We’ve been so overdue an economic correction and the little bigoted people increasingly trying to protect their own interests are already telling us they’re knee deep in recession already. At the same time they’re sick of their leaders legislating against them for supposed intolerance.

Maybe France is the globalist canary in the coal mine. Macron’s police force is already being asked to step it up a notch against the protestors. He need be wary of the police switching sides which would be a cataclysmic blow for globalism. Bring it on.

Crypto collapso

This is a true conversation a “veteran” Bitcoin miner sent to CM’s LinkedIn messenger. Despite constant assurances all would be ok, had an investment been made on Oct 2, 2018, CM would be down 44% in just 3.5 months. Just wish the argument wasn’t so compelling, especially the last sentence.

It is also quite interesting as to what determines veteran status in crypto currency trading. It certainly seems self appointed.

A worm has turned on Apple

Apple guided Q1 revenue around $84bn vs earlier guidance of $89-93bn. Consensus unsurprisingly pegged itself to the middle of the initial estimate. How original and staying ahead of the curve? It doesn’t take a rocket scientist to work out that pulling disclosure of handset sales was the precursor. It wasn’t so long ago that the US Federal Reserve ended disclosure of its balance sheet movements. Ahead of the GFC, Ben Bernanke pulled reporting of M3 money supply right before the GFC.

Apple has lost the entire GDP of Singapore in market cap terms since last September. How many funds are up to the eyeballs in this stock that they believed had endless growth. How soon before it loses another Singapore?

No doubt the iPhone 14S XR limited edition run of 100 million units won’t turn this around.

It is usually around this time in a decayed product cycle that companies launch into random areas they have no expertise in. Watch for M&A deals at silly prices to buy bolt on businesses that bring hopes of growth in a global economy that has maxed out! Cue the goodwill write downs in year 1.

Doing what it says on the tin

How often do we buy products that don’t do what they claim? In the case of “Start ya bastard” it is a question of whether they spent more on the marketing than the R&D. Let’s hope the compelled speech brigade don’t attack this Aussie icon! CM is sure Nulon can make some fruitier arguments to protect the brand.