🎯 Trendline Charts #66

Monday's Top 5 charts & Insights

February 03, 2025

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Welcome back to Trendline where I share 5 top charts on investing & business trends. Let’s dive into today’s post.

1) Countries and sector exposed to US tariffs: Today’s news is all about tariffs imposed by US on Mexico and Canada. Here is a chart to wrap your head around which countries and sectors are most exposed to Trump’s tariffs - e.g. Mexico tariffs will impact Auto sector significantly. Although Trump has already paused Mexico tariffs but this trade war is far from over.

2) Global supply chain stress: Tariffs cause inflation (at least in the short term). So does supply chain issues. World bank indicator suggest that global supply chains are under stress which can prove to be inflation in the short term.

3) X (Twitter) traffic as grown YoY: Elon Musk’s X (Twitter) saw a 12% increase in website visits in 2024 compared to 2023.  It doesn’t necessarily mean revenue is also up since a lots of advertisers have left the social media site and its not clear if premium subscriptions have filled the gap left by them. Still a positive signal for the company.

4) Dividend stocks aren’t forever: Dividend stocks are safe investments…until they aren’t. Walgreens Boots Alliance (WBA) has been paying dividends to investors for decades. It kept increasing dividend in the last 10 years, even as the stock has continued its downward trajectory since 2015. Its financial troubles has finally made the company suspend its dividend. Will Walgreens make a comeback?

5) Grindr stock is up 226% in last 2 years: Stock price for LGBTQ dating app - Grindr (GRND) is up +226.7% in last 2 years! In the same time frame, stock price of Bumble (BMBL) and Match Group (MTCH) with brands like Tinder is down -68.5% and -31.5% respectively!

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