07/02/2025
💠 TEA TIMES: Diamond Hands at the Ready - Activism Inspires Retail Retaliation.
Millennial and Gen Z retail investors, RISE! TEA Times is being taken over by ‘nextgen’ with Ms Millennial Money holding the pen to show Boomers and Gen X, like SherylXinvests, how it’s done 😆!
I've embarked on a journey through the rather niche genre of finance and investing TV and film this week - kicking off with Dumb Money. Inspirational! With diamond hands fully activated, I'm full of admiration for activist investors and optimism about the change collective action can bring. This edition celebrates the power of the investor amid social, political and economic chaos.
Here's what's in store:
💦 Market Splash - The Germans are saying 'nicht mehr' to Musk's foray into global politics, Tesla sales are dropping off a cliff in Europe. We spot an AI gem in the UK market and share the US tech stocks lighting up Gen Zennial convos.
🤖 Ms Millennial Money - Galvanised by Dumb Money, the blockbuster dramatisation of the roaring GameStop rally - it's a lesson on the Gen Zennial-fication of markets and how to stick it to the 'man'. Read the review.
🚢 Case Study - Activism is on the rise, from Saba vs investment trusts, to Rio Tinto vs Palliser Capital and YouGov vs Gatemore Capital Management, activists have been hot out of the gates this year! FourWorld Capital Management vs Euronav is a live lesson in how shareholders can hold the big guys to account. Lots that retail can learn.
📈 Corporate Watch - Trump tariffs trouble Trudeau...in conversations with friends, we can understand why tariffs on Mexico, but why friend-to-the-world Canada? In the era of the Trump Bro-ligarchy, wokeism is fighting for survival. The Canadian posterboy for wokeism is in trouble - especially considering his conservative alternative has the backing of the 'bros' and the 'baes' of crypto, finance and tech. More on Trump vs Canada later.
🇨🇦 Trend Intelligence - 'Oh' Canada, 25% tariffs may have been given a 30 day stay, but the outlook for the CAD remains on thin ice.
👑 Gen Z and the City - Fresh from her debut showcase of emerging talent, check out Emmeline's conversations with City leaders about how the arts inspire their everyday.
🤔 Word of the Week - Ready to flex your 'diamond hands'?
Read the latest TEA Times now - https://bit.ly/4hQUjjr
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