Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

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And commodity-linked businesses, meaning businesses whose revenue or profit grows with the underlying commodity price growing, will outperform other businesses. They're going to struggle to raise prices or struggle to pay higher labor costs or struggle to deal with higher COGS, whereas commodity-linked businesses that effectively just make a margin on the commodity- Well, it's an example.