Hints and tips:
...SELL: Asos (ASC) The journey to a leaner and more agile business could be a long one, writes Jennifer Johnson....
...Hedge funds have lost more than $6bn this year betting against cruise lines and hotels after underestimating the resilience of US consumers....
...Carnival shares have risen by more than 40 per cent so far this year as consumers have flocked to the cruise line group’s ships in a resilient leisure and travel demand environment....
...I remember when the Supreme Court was just about to overturn the Roe v Wade abortion ruling in 2022. I spoke to the CEO of a large American business....
...The Explora I is just the latest “floating hotel” in the fast-growing luxury market — with hotel companies themselves eager to get involved alongside cruise operators such as Scenic, Silversea and Seabourn...
...Its sells were Halliburton, Norwegian Cruise Line, Royal Caribbean, United Airlines and Macy’s. How does any of that work? Dunno. There’s no way of asking....
...Royal Caribbean, one of the world’s largest cruise lines, on Thursday said its business was “firing on all cylinders” because of “exceptionally strong” demand for cruises and a “step change” in bookings...
...Before most people knew what a camera was, the V&A was already amassing photographs....
...The oldest entry is the beautiful Moonbeam, a 1903 gaff yawl Fife, the third of four Moonbeams for British lawyer Charles Plumtree Johnson....
...The opening line of his heartfelt, personally penned show notes read: “These are hard times for small, independent businesses.”...
...What they all now enjoy is a freedom from bottom lines or the hamster wheel of producing cruise, pre- and ready-to-wear collections. What else has their fashion background taught them?...
...“The fear in the market is that the boat had sailed on the best part of the post-Covid recovery before the cruise lines were back up and running,” said Chris Woronka, an analyst at Deutsche Bank....
...Some business champions noted the wide margin of victory for Florida governor Ron DeSantis, who has clashed with Disney over gay rights and with cruise ship companies over Covid-19 vaccinations....
...He said that, kind of, First Republic really kind of drew a line in the sand of the most kind of severe aspect of the recent stress....
...Miles Johnson had a fascinating investigation into Yevgeny Prigozhin’s Wagner Group and its sanctions-evasion network in Africa and beyond....
...But in fact connections have been very visible across the season that fashion calls cruise....
...But throughout his career, he has faced criticism for blurring the lines between business and politics, between the public and the personal. Those criticisms have come to a head in the latest scandal....
...But this is the landscape as it emerged after the December 2019 election at which Boris Johnson was triumphant....
...He’s only five percentage points behind Keir Starmer in the polls on who make the best prime minister as opposed to 20-something on the Labour v Tory one....
...Yesterday saw England cruise to victory against Senegal, setting up an eagerly anticipated contest with World Champions France on Saturday....
...As chancellor under Boris Johnson, Sunak voiced support for the fintech sector — notably crypto....
...Even among Tory voters the positive differential has nearly halved, shrinking from around plus-44 to (67 ‘well’ v 23 ‘badly’) in January 2020 to plus-23 (58 ‘well’ v 35 ‘badly’) today....
...Johnson’s performative slobbery went rancid before his politics did....
...Even so, his line got me thinking that perhaps we need more of this kind of outside-the-box thinking. The time has come for Boris Johnson Land....
...I told him the cruise wouldn’t be happening after 18 months of stasis unless they — ie the cruise line Silversea — had a plan....
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