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To all of us RIFFED we have the knowledge to start build a consulting company

we can be creating a company in the consulting industry, about strategy, process, whatever, to bring our intelligence to the market

we know Vz weaknesses and we know the market, we need one leader to start it

anyone ?

we could also crush the wholesale market ....


Things are not looking good

The year the Big Tech job market cracked

  • Tech job seekers faced a tough market in 2025 amid layoffs and slow hiring.
  • Cuts at Big Tech firms like Amazon and Microsoft helped fuel fierce competition.
  • Business Insider asked tech job seekers about their challenges — and how some overcame them.

https://www.businessinsider.com/big-tech-job-market-hiring-cracked-layoffs-amazon-microsoft-2025-12


Hostile Bid in Progress

What happened Paramount launched a $108.4 billion hostile bid for Warner Bros Discovery, outbidding Netflix's $72 billion offer. Paramount's bid includes $18 billion more in cash and aims to challenge Netflix's dominance.
Why it matters This bid could impact streaming services, movie theaters, and consumers by enhancing competition. It also raises antitrust concerns due to the consolidation of major television operators.


Key details


• When: Paramount's bid was launched on Monday, December 8.
• Who: Paramount Skydance (PSKY.O), Netflix (NFLX.O), Warner Bros Discovery (WBD.O).


• Numbers: Paramount's bid is $108.4 billion, including $18 billion more in cash than Netflix's offer. Paramount's offer is $30 per share, a 139% premium over Warner Bros Discovery's undisturbed stock price. Netflix's offer is $27.75 per share, mixing cash and stock.
• Financing: Paramount's offer includes financing from Affinity Partners (Jared Kushner's firm), Middle Eastern government-run investment funds, and the Ellison family.
• Regulatory concerns: Paramount's offer may face antitrust scrutiny, as it would create a major television operator and increase market share.


• Market reaction: Paramount shares up 7.7%, Warner Bros Discovery up 5%, Netflix shares down 4.5%.


• Next steps: Paramount will appeal to shareholders, regulators, and politicians to challenge Netflix's bid. The battle may become prolonged.

https://www.reuters.com/legal/transactional/paramount-makes-1084-billion-bid-warner-bros-discovery-2025-12-08/


WBD Sale - a total disaster for Stink

Stank keeps talking about being a “market-based company,” but the market has already delivered its verdict, and it is absolutely brutal.

Just look at the scoreboard.

AT&T’s market cap today is around $180B.
Netflix, a company AT&T once thought it could compete with through the WarnerMedia empire, is sitting around $430B+. Netflix is worth more than double AT&T. That alone tells you everything about which company the market believes in.

And when you look at how we got here, it’s even worse.

AT&T bought Time Warner for roughly $85B, swallowed billions more in debt, tried to play Hollywood, mismanaged the integration, then spun it off in 2022 into Warner Bros Discovery wiping out over 50 of billion in value.
WBD stock fell as low as $7.50, and even now AT&T stock at roughly $25.46 is trading below WBD’s $25.80.
An $85B asset turned into a fraction of its worth, and now WBD is being shopped to Netflix for double compared to the sale and divestiture price.

Billions burned.

A strategic failure so large business schools literally teach it.
And the company has spent the last five years trying to claw its way back to where it was BEFORE all these “visionary decisions.”

So when Stankey and the leadership team brag about “market-based” strategy, it’s a joke the actual market doesn’t find funny. Wall Street sees right through it. Investors have no confidence. Employees have no confidence. The stock has gone nowhere during his tenure, and the company’s major bets have been disasters.

If AT&T truly wants to operate like a modern, market-led company, then start acting like one beginning with ending his latest “visionary decision” - the outdated RTO obsession that adds cost, crushes morale, pushes out top talent, and delivers zero measurable business benefit. Wait too long and you’ll never recover from that too.

Real market-based companies reduce overhead, increase flexibility, retain talent, and innovate.
AT&T is doing the opposite and the market has priced that in loud and clear.

Leadership can keep talking about culture, presence, and “the plan,” but the numbers don’t lie.
The strategy isn’t working.
And the market knows it.
And so do we.


JP Morgan Says Oil Prices Could Plunge Into $30s by 2027

By Michael Kern - Nov 24, 2025, 9:00 AM CST
JP Morgan predicts the international crude benchmark, Brent, could drop into the $30s per barrel by 2027 due to an overwhelming market oversupply.

Goldman Sachs forecasts the U.S. benchmark WTI Crude will average $53 per barrel in 2026 amid a 2 million bpd surplus and advises investors to short oil right now.

The oil market is expected to rebalance in 2027 after the current large supply wave, including output from OPEC+ and non-OPEC producers in the Americas, works through the system.

The international crude benchmark, Brent, could dip to the $30s per barrel handle by 2027 as oversupply could overwhelm the market, according to a JP Morgan forecast posted by users on X.

Brent Crude prices have dropped by 14% year to date, and traded relatively stable at $62.59 per barrel early on Monday, as the oil market awaits news from the renewed negotiations on peace in Ukraine.

The U.S. and Ukraine held on Sunday in Geneva what the two sides described as “highly productive” talks and agreed to continue intensive work on a “refined” peace plan, which the U.S. first proposed last week.

Despite the fears of a glut, analysts and investment banks don’t see oil prices moving down to $40 or below, even as oil is set to decline in the near term with strong supply from OPEC+ and the non-OPEC producers in the Americas.

Peace in Ukraine could also weigh on energy prices as some sanctions and restrictions on Russia could be eased, analysts say.

Oil prices are set to further drop into next year from current levels amid a large surplus on the market, with the U.S. benchmark WTI Crude expected to average $53 per barrel in 2026, according to Goldman Sachs.

The investment bank’s call for next year is that oil prices are on track for further declines and investors should short oil right now, Daan Struyven, co-head of global commodities research at Goldman Sachs, told CNBC last week.

The surplus next year will be 2 million bpd on average, Goldman reckons, but notes that 2026 will be the last year of the current big supply wave hitting the market.

The oil market is set to rebalance in 2027 as 2026 will see “the last big oil supply wave the market has to work through,” Goldman’s Struyven added.

https://oilprice.com/Energy/Oil-Prices/JP-Morgan-Says-Oil-Prices-Could-Plunge-Into-30s-by-2027.html


Job Market

I’ve been out looking for the past 9 months. It’s tough out there with very few places hiring and if they are salaries way below what I was making. While my work wasn’t always great and I had things to complain about, my advice is try to keep what you have because the options are slim. I thought it would be a lot easier and now would come back in a second and even with a smaller bonus would do better than what others are offering right now.


EV Battery Industry In Decline

What is RA's exposure to the EV Battery industry and how will it react to the reduction in demand? Is RA still using AlixPartners as consultants?

From a recent automotive news article:

Overcapacity Ahead

AlixPartners speculates that global production of EV batteries will be roughly three times greater than demand for EVs in 2030. By that time, EV battery production capacity in North America is expected to roughly quadruple.

According to Nikkei Asia, many manufacturers are already scaling back their ambitious battery production plans. Ford, one of the most aggressive investors in U.S. battery manufacturing, is a prime example. The company is building a $5.8 billion facility in Kentucky with its partner SK On, which is expected to employ about 5,500 people by 2030.

However, the Blue Oval already reduced its planned battery capacity by 35 percent. It also recently halted production of the F-150 Lightning indefinitely due to dwindling demand in North America.

General Motors has also been forced to make changes. It has been confirmed that 1,550 workers at the battery plants it operates alongside LG Energy Solution in Ohio and Tennessee will be sacked due to “slower near-term EV adoption and an evolving regulatory environment.”

Nikkei Asia also reports that Panasonic opened a new battery factory in Kansas in July, but has yet to say when it will reach full-scale production. Initially, it was expected to hit this mark by the end of the 2026 fiscal year. However, as a major supplier to Tesla, it has been affected by the fall in demand for EVs as well.

Slowing EV sales in the States have led to the cancellation of some endeavors entirely. T1 Energy was planning to build a battery plant in Georgia, but has since canned the project.


China EV Sales Numbers Faked?

https://www.autoextremist.com

"China much better than John Wayne USA" (or are they?)

“In China, you can buy a heavily discounted ‘used’ electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as ‘sold,’ even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as ‘used,’ often at low prices."


Sales down bad at northpark

Now because Plano is going to close. They threw out a fig leaf. They want to keep flagship open..Taxpayers already bailed it out.

Hope the city council doesn't give more money to this debt ridden company . While legitimate things could occur...I know Nordstrom would never do such and I support them. Even if their stuff is tame. Bloomingdales is looking at this market as ripe besides panned store in Frisco.


Please be helpful

It’s a rough time right now. A lot of us are worried about our jobs, not because we’ve never lost or changed jobs before, but because the market is terrible. Everyone’s on edge. So if you share anything, make sure it’s reliable or at least somewhat grounded. We need to be mindful of what people are going through. This is the time to support each other, not stir up fear or spread bait.


Retail impacted

I'm sure a lot of you have seen others posts around retail but I got some solid numbers. 180 stores were impacted today which they are still required to work today which is very sh---y. 179 stores will divest and one will close. It is 30 stores per market. After everything we will go down to two markets. All of the teams will be either consolidated or impacted. This also means that territories and districts will be redrawn and that will cause impacts to local retail ops.


Nike be warned!!! don't get too close with amazon

dealing with amazon might be sweet in the beginning but it will ki-l you down the line.

Yes, amazon will deliver few billion dollars of sales immediately but keeping them close will ki-l you down the line by cutting independence, originality, fresh new views, objectivity!!
Look at Toys are us, book publishers and latest victim is turns out is UPS. This is short list that comes to my head

Nike be free and independent !!!


Ford needs to embrace and target the Trailer Trash Market, including broke crack head Ford production workers because that's today's buyer.

Broke, lousy credit history, multiple evictions, divorced and being crack or me-h heads is no way to go but that's the current market out there. Pretty bleak, but Ford's got to sale cars.

Ford ought to approach GM to discuss buying the 1964 Chevrolet Corvair Monza Corvair design. Ford could ramp up production to build the 1964 Corvairs fast just as GM did in 1963-64 and slap the blue oval on all of them. Ford can market the Corvairs exclusively to the trailer trash market. Later Ford can form a Repo company to sn---h the cars back after failed payments by owners and Ford can resale them again.


Revaluation of the Vernova Stock price

Want to know what bold financial bets underpin this target? The narrative hinges on a game-changing revenue outlook and projected margin jumps over the next few years. See what specific assumptions drive the calculation and why consensus thinks a rerating might be ahead.

However, persistent losses in the Wind division and heavier exposure to volatile, large-scale projects could quickly reverse optimism around GE Vernova’s margin outlook.

Not looking Good Enough anymore is it?