EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      
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Violating the rules of Retail Fight Club - the more time Stacey Widlitz spends at REAL stores the more she is convinced luxury goods players will take back the second-hand market (not only to capture revenues but also to control brand pricing and image). Stacey uncovers authentication issues (despite claims of a month-long process involving three layers of ‘experts’), poor customer service and inadequate training of staff.

Edition: 118

- 03 September, 2021