Category: health | 衛生保健 | 보건 의료

I have a relatively small amount of health related posts on this blog at the moment. But it’s becoming an area that’s impossible to ignore. Health and wellness is becoming central to mainstream culture.

Anxiety and loneliness have sparked what is considered by many to be a mental health epidemic and a corresponding reduction in societal resilience.

High income countries were spending as much as 14 percent of government spending on health before the COVID pandemic. The number is likely to be even higher now.

According to an article in medical journal The Lancet, poor mental health cost the global economy approximately 2.5 trillion US dollars per year and this was expected to rise to 6 trillion by 2030.

It’s an area that can’t be ignored, because of the financial burden and size of market that the sector represents.

In 2020, during the COVID-19 pandemic a UN report said the following:

Psychological distress in populations is widespread. Many people are distressed due to the immediate health impacts of the virus and the consequences of physical isolation. Many are afraid of infection, dying, and losing family members. Individuals have been physically distanced from loved ones and peers. Millions of people are facing economic turmoil having lost or being at risk of losing their income and livelihoods.

The report went on to recommend solutions such as:

  • Crafting communications to be not only effective but sensitive to their impact on the mental state of the populous
  • Community events looking at cementing social cohesion
  • Extending tele-medicine to include tele-counselling for frontline health-care workers and people at home with depression and anxiety.

I started to look at trends in March 2020 and there was a singularity developing around innovation and technology in the area, together with some interesting cossumer behaviour trends. Young adults made up a sizeable chunk of telemedicine non-users and as resistors to public health initiatives. Their much vaunted ‘online literacy’ saw them fall for the same tropes and older audiences considered more gullible like pensioners and retirees in Facebook groups

  • Klad + more stuff

    Klad

    Klad is a new trends in illegal drug distribution. Klad sprang out of the online anonymity of the darknet. Breaking Klad: Russia’s Dead Drop Drug Revolution | Global Initiative goes into detail about how the Klad system works. Klad seems to be the narcotics equivalent of an Amazon locker. The customer pays the money via a dark web service and is directed to a concealed geocache with their product in it. These caches are refreshed by low level network members whose soul role is to service the klad network.

    Understanding Russia’s darknet markets and the logistics systems underpinning it offers insight into the future of drug trafficking (and other crimes) worldwide.

    Klad is likely to be further complicated by the tight linkage between the Russian state and international organised crime groups.

    China

    Blackpink’s Lisa ignites controversy on Chinese socials with cabaret performance | Jing Daily – an old article but shows the tension of feminist and male-centric themes, modern mindset versus tradition.

    Consumer behaviour

    The Future of Men from TEDWomen 2017 – by Jack Myers

    Climate emotions, thoughts, and plans among US adolescents and young adults: a cross-sectional descriptive survey and analysis by political party identification and self-reported exposure to severe weather events – The Lancet Planetary Health – more data supporting the idea of climate despair – poor mental health related to concerns about climate change.

    The Game Theory of Democracy – The New York Times – Adam Przeworski developed a theory that democracy is best understood as a game, one in which the players pursue power and resolve conflicts through elections rather than brute force. Democracies thrive when politicians believe they are better off playing by the rules of that game — even when they lose elections as it maximises their self-interest over time. It works when the stakes of power remain relatively low, so that people don’t fear electoral defeat so much that they seek other methods reversing it. Winners of elections need to act with restraint. They can’t make life miserable for the losers, or foreclose the possibility that future elections would allow the losers to win. But recent years suggest that even “working” democracies can be far more fragile than was once believed; Przeworski doesn’t see an obvious way to protect it from being weakened further.

    Using F-word at work is no sacking offence in the north, rules judge | The Times – As rude as the comment was, the so-called f-word had become commonplace “in the public sphere” — and that was particularly the case in the north of England. “Mong” is a derogatory term for someone with a learning disability, especially related to Down’s syndrome, and is also used as a synonym for “idiot”. Shergill was hearing a claim from Robert Ogden, who was said to have made the jibe during an office discussion about doughnuts and losing weight. His colleague was said to have felt “violated and shocked” by the remark and was left in tears before reporting Ogden to bosses, who eventually sacked him. Ogden is now in line for compensation after the judge ruled that his “lawless and toxic” office was rife with similar comments.

    Design

    Ideas We Love: Re.Uniqlo Studio

    Energy

    Norway’s electric car sales set new world record | VoA

    Finance

    Inside Goldman Sachs’ years-long power struggle over its China venture FT – Goldman Sachs had their face ripped off and they are still enthusiastic about the Chinese market. Senior executives gave themselves bonuses while the business shelled out a billion dollars for very little. In addition, looking at market timing it’s unlikely Goldman Sachs will realistically get the kind of returns their shareholders would want ever.

    FMCG

    Starbucks needs to cut the crap from its brand positioning | MarketingWeekStarbucks is more than coffee. It does have brand appeal. But it’s more basic than its highfalutin mission would have you believe. It’s a combination of being in the right places to answer the right category needs at the right time, with a small but not unimportant wedge of American quality and efficient delivery.

    There is plenty of brand equity in Starbucks, it’s just apparent that Starbucks never actually worked out what it was. Professor Dolly Parton has the best definition for positioning: find out who you are and do it on purpose. To use her analogy, Starbucks never got to first base never mind second.

    Yes, Starbucks grew under Schultz’s second tenure. He was an exceptional leader twice over. However, there was a vacuity within the brand that was palpable when you entered its stores. The commoditisation of Starbucks that Schultz spotted so brilliantly continued, offset by other excellent decisions that kept it growing.

    The brand’s nonsensical mission statement did not harm it. It did not lose the company money. But its fundamental stupidness and overreach meant that the potential benefits of a more prosaic, practical, accurate position were missed. A problem deferred. Contrast with Why am I optimistic about Starbucks China ☕ | Following the Yuan

    Gadgets

    Why has the Internet of Things failed? « Pete Warden’s blog

    Interesting video by The Verge that covers how supply chains are crippling cassette players and compact disc players. Bottle necks include magnetic heads, cassette mechanisms (one factory in China makes a bad dupe of an old Japanese company design), laser pick-ups and compact disc mechanisms have a similar problem. The programme also misses out that the likes of Dolby Labs no longer licence their noise reduction technology.

    Health

    Telehealth’s GLP-1 ‘gold rush’ is powered by these medical groups | STAT News

    Hispanics and Mental Health: Gaming as a Pathway to Self-Care | Ideas Exchange by Klick Health

    Hong Kong moves to restrict business use of medical terms such as ‘treatment’, ‘clinical’ | South China Morning Post – Under the planned ban, which has already been added to the Private Healthcare Facilities Ordinance but not yet enforced, premises other than licensed healthcare facilities or exempted clinics would not be allowed to use terms such as “clinical”, “healthcare”, “medical”, “treatment” and “therapeutic”. Currently, it is not uncommon to see such descriptions used in non-medical settings. An online check by the Post found a gym claiming it could offer “targeted pain treatment” with a procedure called myofascial release. Another centre also claimed to treat various pain conditions “commonly seen in the city” by stretch therapy.

    Hong Kong

    Trump, Harris both like ‘poison’ for Beijing, says former top US envoy to Hong Kong | South China Morning Post – while the story leads on Kurt Tong being the former US consul general – you could rewrite the precise of the article as head of strategic advisory firm advises Hong Kong to employ advocacy tactics to detoxify Hong Kong government reputation in Washington (presumably including lobbying and think tanks).

    Innovation

    Watching Nintendo think out loud about radar and music (Interconnected)

    Marketing

    Great video hosted by Kantar featuring Mark Ritson on the benefits of consistency in brand building. I can’t embed here, you have to go to YouTube to watch it.

    Huddle 001 – Is strategy sick? – Outside Perspective

    Media

    OnlyFans Has Paid $20 Billion to Creators Since 2016, CEO Says | Variety

    Retailing

    Asos CEO ‘not worried’ about Vinted or Shein despite mounting losses | Retail Gazette – interesting. I wonder how the brand building work is going? I have seen lots of ads, but they’ve felt disjointed and flat

    John Lewis partners with Klarna for ‘buy now pay later’ option – Retail Gazette – the middle class now need the digital equivalent of ‘lay away’ – not a great economic indicator

    Security

    Chinese Group Accused of Hacking Singtel in Telecom Attacks – Bloomberg

    Software

    Split mixed tracks with LANDR Stems | SOS – this is huge

    Style

    Kizik Hires Nike Footwear Veteran Andreas Harlow as SVP of Design – Footwear News – moving prior to the new CEO Harlow was responsible for design of the Jordan line of footwear, but makes sense when you read my John Donahue and Nike related post.

    Technology

    She Built a Microcomputer Empire From Her Suburban Home | Every

    Telecoms

    Interesting article on the state of the internet. It looks as if the network might be maturing: Is the (US) Internet Really Slowing? – On my Om

  • October 2024 newsletter

    October 2024 newsletter introduction

    Welcome to my October 2024 newsletter, this newsletter marks my 15th issue. This is the second year that I have written about Hallowe’en sharing my Mam’s recipe for barmbrack – an Irish household standard. When I lived in Hong Kong, the locals enthusiastically adopted western Hallowe’en culture with local amusement parks Ocean Park and Hong Kong Disneyland competing to create the scariest experience for young people and dating couples. They mixed western and local horror motifs. It’s amazing how thanks to the mass media Hallowe’en has become a global cultural event. More on that later.

    As for the significance of the number 15? It seems to have deep significance in modern culture with a wide range of artists including Taylor Swift and Marilyn Manson using it as the title of songs, albums or mixtapes. Additionally, the number has some significance in Judaism. The number 10 represents the hand of God and the number 5 represents to save or rescue. If we add 10 plus five, we get 15. The symbolic meaning of 15 translates to “mercy,” which means compassion and forgiveness.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    Strategic outcomes

    Things I’ve written.

    • An honest review of the Apple Watch Ultra 2 – which is as much a critique of wearables as a category, as the device itself.
    • Cocaine Cowboys is a book on Irish crime, but the title is as interesting as the book in terms of its particular cultural resonance in Ireland and a reflection of the Irish experience.
    • Nike changes CEO John Donahue, as it faces unprecedented challenges due to unforced self-inflicted strategic errors.
    • Pagers and more things can be found here.

    Books that I have read.

    • Taylor Lorenz’ Extremely Online is a history of the social web from bloggers to the present day. Lorenz’ telling is very US-orientated but an interesting account of how influencers and brands evolved their social presence adapting to platform changes such as the disappearance of Vine. Aspects that I found fascinating included how influencers accelerated their following through offline events rather similar to Japan’s idol industry and the career resilience of the Paul brothers
    • The Murderers by Frederic Brown provides a criminal side view to a story in a world that one would recognise from James Ellroy‘s neo-noir crime world of Los Angeles.

    Things I have been inspired by.

    Tourism Ireland: Halloween.

    halloween
    Tourism Ireland

    Hallowe’en was a huge part of my childhood in an Irish household, bairn brack and tea, going around and collecting apples, dried fruit and hazelnuts from neighbouring houses, carving out a turnip lantern, making a papier-mâché mask, enjoying ghost stories on RTÉ radio and strange noises that came from the worsening weather and wildlife. However, America seems to have defined a lot of the narrative and globalised behaviours around the festival.

    Living in Asia, I saw revellers in Hong Kong and Japan enjoy the festival and borrow heavily from Hollywood from ET to the Halloween franchise. Like Irish-American cuisine, American Halloween is based on the European traditions brought to the new world and then reinterpreted.

    So I was fascinated to see Tourism Ireland’s campaign to reclaim Halloween from internally pervasive American soft power and Hollywood; going back to the festival’s pagan origins.

    Meaningful patient engagement

    Measuring and Demonstrating the Value of Patient Engagement Across the Medicines Lifecycle is a call to action to assess and measure patient engagement for the pharmaceuticals industry. It redefines the concept of patient-centricity – a popular concept that has become increasingly prominent and popular in the industry. (Disclosure, the paper involved a couple of former Concentric HX Wegovy launch colleagues: Fay Weston and Zoe Healey).

    The Change Makers

    Brand purpose has lost a good deal of unalloyed credibility in marketing circles (for some very good reasons). But that doesn’t mean that consumers got the memo. Havas’ The Rise of the Change Makers report looks at change through this lens. Like the Edelman Trust report, it has tracked the change in consumer zeitgeist over the past few years.

    Social effectiveness

    There was a couple of interesting research papers in the International Journal of Advertising. Firstly, digital detoxing by consumers seems to have a temporary inoculation against social media advertising when they return to using a social platform. Secondly, romance sells, or the psycho-romantic aspect of parasocial relationships sells – which should be taken into account when weighing up influencers that brands might want to partner with.

    Things I have watched. 

    Series three of ITV’s Van Der Valk’s reboot is a sleeper series that I have enjoyed watching with my Dad. Season 4 has debuted in the US on PBS, but there is no sign of it being picked up in the UK yet.

    Barry Foster
    Barry Foster

    The series is based on a series of thrillers written in the 1960s by Nicolas Freeling; the first one was Love in Amsterdam. The original TV adaptation featured Barry Foster as Van Der Valk whose performance gave the original show a unique look-and-feel.

    I watched some vintage Jack Ryan with a young Ben Affleck playing the CIA analyst in an adaption of The Sum of All Fears. This version is usually overlooked in favour of the modern TV series and the Harrison Ford films. Alan Bates played a delicious villain; an Austrian politician with far right tendencies. Bates’ character felt the most prescient of all the characters, while the thawing relationship with Russia feels further away with each passing week. Unfortunately, the franchise was left on the shelf for a while after this film was made; Ben Affleck made a good Dr Ryan and Liev Schreiber was a good foil as character John Clark – the real muscle in Tom Clancy’s books.

    Amazon Prime Video has some sleeper films if you dig around. Deliver Us From Evil is a respectable Korean action film with the classic ‘tragic hero’ plot line popularised in Hong Kong and Japanese cinema. While it has been compared to The Raid, there is an Old Boy feel to the violence. Much has been made of it starring Lee Jung-jae – known to global audiences for his role in Netflix’ Squid Game. It’s just under two hours of enjoyable escapism.

    I rewatched Inception for the first time since I saw it in the cinema. Since then we’ve had COVID and a generative AI-filled media sphere and the film hit different. It no longer felt exceptional in the way that films like Blade Runner and the Studio Ghibli back catalogue still do.

    Il Divo was one of a couple of DVDs that I bought instead of paying the Netflix tax. Il Divo appealed to me because of my love of real-life Italian intrigue, sparked by watching The Mattei Affair for the first time several years ago. I became reacquainted with it more recently again when I rewatched it. Il Divo covers the political intrigue of the 1970s and 1980s, in particular Giulio Andreotti, an Italian prime minister and failed presidential candidate. At the time Italy suffered from far left terrorist attacks and a reactionary right-wing movement that revolved a freemason lodge known as P2. Andreotti’s leadership is directly linked to a succession of deaths of enemies and associates during his career – which the film displays in an artful tableau at the beginning.

    It is a very complex time in modern Italian history and the story tries to pull different strands of the story in through different vignettes. Like The Mattei Affair before it, a certain amount is left up to the audience’s interpretation.

    Central Intelligence

    Not television, but my current favourite show on BBC Radio 4 is Central Intelligence, which is part of their Limelight drama content. I love it for a few reasons:

    • I grew up with cold war-era espionage books and The Troubles in Northern Ireland, so the security services stories owned a bit of real estate in my head. Given the way things have been going over the past decade, this kind of world has been raising its head again.
    • It’s a really well researched show with high production values on the history of the CIA told from the prospective of Eloise Page who joined the agency at its start and had a 40-year career.
    • Fantastic voice talent. Accomplished high profile film actress Kim Cattrall who has appeared in iconic film and television roles playing both comedic and meaty characters. Ed Harris is a fantastic, but less well known actor who appeared in classic movies from The Right Stuff and Walker to portraying The Man in Black in the Westworld TV series.

    Useful tools.

    Downloading images on a web page

    Imageye is a browser extension that helps you download all pages on a given web page. It can be handy for mood boards and social research.

    Getting to Heathrow

    I have had to do a bit of travel. Thankfully it has been well planned. One of the things that helped my planning and saved money is the Heathrow Express’ £10 Advanced Discounted Tickets. More details on the caveats surrounding the discount here.

    Buying cheaper

    MoneySavingSupermarket has a search engine of products available via Amazon Warehouse. If you’re a jobbing freelancer or just looking for something for your home – it allows you to buy that item a bit cheaper.

    The sales pitch.

    I am now taking bookings for strategic engagements from January 2025 onwards; or discussions on permanent roles. Contact me here.

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my October 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into November, but not before you’ve charged your energy levels up on Hallowe’en treats!

    Don’t forget to share, comment and subscribe!

  • Pagers + more things

    Pagers

    Pagers went back into the news recently with Hizbollah’s exploding pagers. YouTuber Perun has done a really good run down of what happened.

    Based on Google Analytics information about my readership the idea of pagers might need an explanation. You’ve probably used a pager already, but not realised it yet.

    A Twosome Place wifi puck
    A restaurant pager from Korean coffee shop / dessert café A Twosome Place.

    For instance if you’ve been at a restaurant and given puck that brings when your table is ready, that’s a pager. The reason why its big it to prevent customers stealing them rather than the technology being bulky.

    On a telecoms level, it’s a similar principle but on a bigger scale. A transmitter sends out a signal to a particular device. In early commercial pagers launched in the 1960s such as the ‘Bellboy’ service, the device made a noise and you then got to a telephone, phoned up a service centre to receive a message left for you. Over time, the devices shrunk from something the size of a television remote control to even smaller than a box of matches. The limit to how small the devices got depended on display size and battery size. You also got displays that showed a phone number to call back.

    By the time I had a pager, they started to get a little bigger again because they had displays that could send both words and numbers. These tended to be shorter than an SMS message and operators used shortcuts for many words in a similar way to instant messaging and text messaging. The key difference was that most messages weren’t frivolous emotional ‘touchbases’ and didnt use emojis.

    Beepers
    A Motorola that was of a similar vintage to the one I owned.

    When I was in college, cellphones were expensive, but just starting to get cheaper. The electronic pager was a good half-way house. When I was doing course work, I could be reached via my pager number. Recruiters found it easier to get hold of me, which meant I got better jobs during holiday time as a student.

    I moved to cellphone after college when I got a deal at Carphone Warehouse. One Motorola Graphite GSM phone which allowed two lines of SMS text to be displayed. I had an plan that included the handset that cost £130 and got 12 months usage. For which I got a monthly allowance of 15 minutes local talk time a month.

    I remember getting a call about winning my first agency job, driving down a country road with the phone tucked under my chin as I pulled over to take the call. By this time mobile phones were revolutionising small businesses with tradesmen being able to take their office with them.

    The internet and greater data speeds further enhanced that effect.

    Pagers still found their place as communications back-up channel in hospitals and some industrial sites. Satellite communications allowed pagers to be reached in places mobile networks haven’t gone, without the high cost of satellite phones.

    That being said, the NHS are in the process of getting rid of their pagers after COVID and prior to COVID many treatment teams had already moved to WhatsApp groups on smartphones. Japan had already closed down their last telecoms pager network by the mid-2010s. Satellite two-way pagers are still a niche application for hikers and other outward bound activities.

    Perun goes into the reasons why pagers were attractive to Hesbollah:

    • They receive and don’t transmit back. (Although there were 2-way pager networks that begat the likes of the BlackBerry device based on the likes of Ericsson’s Mobitex service.)
    • The pager doesn’t know your location. It doesn’t have access to GNSS systems like GPS, Beidou, Gallileo or GLONASS. It doesn’t have access to cellular network triangulation. Messages can’t transmit long messages, but you have to assume that messages are sent ‘in the clear’ that is can be read widely.

    Consumer behaviour

    Yes, CEOs are moving left, but ‘woke capitalism’ is not the whole story | FT

    Culture

    ‘We were cheeky outlaws getting away with it’: the total euphoria of Liverpool’s 90s club scene | The Guardian – maybe one day I will tell my side of this tale. It’s all a bit more nuanced and I was stone cold sober throughout it all, which is a rare perspective.

    Economics

    Invest 2035: the UK’s modern industrial strategy – GOV.UK

    Corporate Germany is on sale | FT

    Health

    Ukraine’s pioneering virtual reality PTSD therapy | The Counteroffensive

    Korea

    The sabukaru Guide to Seoul’s PC Room Culture | Sabukaru

    Luxury

    How luxury priced itself out of the market | FT – brands have tested the elasticity of pricing and pushed beyond the limits for their middle class customer base

    Watch-maker Jaeger-LeCoultre expands into fragrances inspired by its Reverso dress watches: Jaeger-LeCoultre fragrances take form | Luxury Daily

    Ozempic is transforming your gym | FT, The Vogue Business Spring/Summer 2025 size inclusivity report | Vogue Business – GLP-1s blamed for stalled progress.

    Ferrari, Hermès lead global luxury brand growth in 2024: Interbrand | Luxury Daily

    What is Chinese style today? | Vogue Businessstreet style at Shanghai Fashion Week has been low-key. The bold looks of the past have given way to a softer aesthetic that’s more layered and feminine, with nods to Chinese culture and history. This pared-back vibe was also found on the runways. Part of this might be down to a policy led movement against conspicuous consumption typified by Xi Jinping’s ‘common prosperity‘.

    Marketing

    Adland’s talent spill: Seniors double blocked as ageism, cost-cutting compounded by ‘threatened’ younger managers | Mi3

    Where to start with multisensory marketing | WARC – 61% of consumers looking for brands that can “ignite intense emotions”. Immersive experiences that are holistic tap into people’s emotions and linger in the memory. It’s also an opportunity for using powerful storytelling to communicate a brand story.

    Media

    Tesco to launch location-based self-scanner adverts in stores – Retail Gazette

    Everyone is burning out on the news, including journalists – Baekdal

    Online

    Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids – Hindenburg Research

    How Google Influences Public Opinion | HackerNoon

    Software

    Apple macOS 15 Sequoia is officially UNIX • The Register

    Web-of-no-web

    Airbus to cut 2500 staff in Space Systems | EE News Europe“In recent years, the defence and space sector and, thus, our Division have been impacted by a fast changing and very challenging business context with disrupted supply chains, rapid changes in warfare and increasing cost pressure due to budgetary constraints,” said Mike Schoellhorn, CEO of the Airbus Defence and Space business.

    Wireless

    Boeing plans quantum satellite | EE News Europe

    Elon Musk battles Indian billionaires over satellite internet spectrum | FT

  • Luxury beliefs + more things

    Luxury beliefs

    Luxury beliefs is a term that I came across from the writings of Rob Henderson. Henderson has a similar kind of story to JD Vance. Addiction in the family and escaping his home environment by enlisting in the US Air Force.

    After his service Henderson used funding via the GI Bill to go to Yale. He then got a scholarship to go to Cambridge to do a doctorate. Like Vance he had written a memoir: Troubled: A Memoir of Foster Care, Family, and Social Class that highlights the challenges faced in working class American society including violence and addiction. In his book Henderson explores the idea of luxury beliefs, how they benefit the privileged and harm the most vulnerable in society.

    What are examples of luxury beliefs?

    The luxury beliefs Henderson cites are seen to be widely held progressive views including:

    • Defunding the police
    • Defunding the prison system
    • Decriminalising or legalising drugs

    Getting rid of standardised exams – Henderson sees these as helping less privileged children get into college

    Rejecting marriage as a pointless concept. – Henderson claims that one of the strongest predictors of success was if they were brought up in a nuclear family.

    Henderson believes that the common thread that holds luxury beliefs together is that they are held by privileged people, the beliefs make them look good (and feel good about themselves), but harm the marginalised.

    Luxury beliefs allow the privileged to look good by:

    • Playing the victim
    • Protest without penalty – which is less likely to happen to more marginalised protestors
    • Push the less privileged down

    Henderson labelled this ‘saviour theatre’. Henderson reminded of previous generation protestors like Patty Hearst and participants in the Weather Underground’s Days of Rage which would seem to fit Henderson’s definition of holding luxury beliefs.

    More posts about new terms can be found on this blog.

    Branding

    What does Hong Kong airport smell of? Or your go-to hotel? The business of scent branding | South China Morning Post If you are a fragrance enthusiast, you may have heard of Shiu Shing Hong, a quaint shop in Hong Kong’s Sheung Wan district that has been around for more than 50 years.

    The store, which recently went viral on Chinese social media platform Xiaohongshu, not only sells house-made essential oils – must-have souvenirs for visitors from mainland China thanks to the exposure – but recreates the signature scents of popular malls and other venues in Hong Kong.

    On its shelves are familiar – sometimes odd – concoctions. Bottle labels reference K11, a shopping mall in Tsim Sha Tsui, the five-star Rosewood Hotel, and the Hong Kong International Airport. Sportswear brand Lululemon has one too.

    J. D. Vance Has a Point About Mountain Dew | The Atlantic – brands and identity

    China

    Deaths in China to reach ‘an unprecedented scale’, peak at 19 million in 2061 | South China Morning Post – due to aging population

    WTO says China is backsliding on key reforms and lacks transparency on subsidies | South China Morning Post – World Trade Organization report cites studies that say subsidies could top US$900 billion – providing fuel for critics of Beijing’s practices such as the EU and US

    Consumer behaviour

    Inside China’s Psychoboom – JSTOR Dailymental illness has transformed from a bourgeois Western taboo into a legitimate public health concern.

    The consequences of the psychoboom are both logical and contradictory. As the Chinese economy has expanded and citizens have grown wealthier, the demands of everyday life have grown in number and kind, expanding from physiological and safety concerns to a desire for love, esteem, and self-actualization. At the same time, such desires run counter to traditional Chinese values like the age-old concept of Confucian filial piety and the relatively new  ideology imposed by the Chinese Communist Party (CCP), both of which place the well-being of the collective above the happiness of the individual.

    Kamala Harris, Usha Vance, and the twice-born thrice-selected Indian American elite

    Design

    Adidas partners with Mexican artisans for hand-embroidered soccer jerseys | Trend Watching

    Economics

    Maersk says Red Sea shipping disruption having global effects | Hellenic Shipping News Worldwide

    Ethics

    Apple, Nvidia, Anthropic Used Thousands of Swiped YouTube Videos to Train AI | WIRED

    Microsoft DEI Lead Blasts Company in Internal Email After Team Is Reportedly Laid Off – IGN

    Finance

    Morgan Stanley, Goldman Sachs Say Recovery in Private Equity Deals and Fees – BloombergMorgan Stanley and Goldman Sachs Group Inc. are confident that their most important clients are about to get active after a long spell on the sidelines and help goose the long-awaited revival in investment banking fees.
    The private equity deal machine has been mostly jammed up for the past two years, leaving many investment bankers twiddling their thumbs while their bosses talked up green shoots that failed to flourish. There are plenty of potential road bumps ahead, but there’s reason to put more weight on the better outlook now even compared with just three months ago: The wave of debt refinancing that has led banks’ revenue recovery this year has also been helping to fix the prospects of many companies owned by private equity firms

    The Financial Instability Hypothesis* by Hyman P. Minsky, The Jerome Levy Economics Institute of Bard College – interesting paper used in current negative critiques or private equity like Has private equity become a Ponzi scheme? – UnHerd

    Gadgets

    Sony is killing off recordable Blu-ray, bidding farewell to disc burning | TechSpotSony admitted it’s going to “gradually end development and production” of recordable Blu-rays and other optical disc formats at its Tagajo City plants in Miyagi Prefecture, Japan. Essentially, 25GB BD-REs, 50GB BD-RE DLs, 100GB BD-RE XLs, or 128GB BD-R XLs will soon not be available to consumers. Professional discs for video production and optical archives for data storage are also being discontinued. – the big shocker is the issue for archival formats

    Alexa Is in Millions of Households—and Amazon Is Losing Billions – WSJa pet project of Bezos, and the Alexa voice assistant and the Echo speakers through which it communicated were inspired by his interest in the spaceship computer in “Star Trek.”

    “When launching products back then, we didn’t have to have a profit timeline for them,” said a former longtime devices executive. “We had to get the system in people’s homes and we’d win. Innovate, and then figure out how to make money later.”

    To do that, the team had to keep prices low. Amazon sometimes even gave away versions of the smart speaker as part of promotions in a bid to get a larger base of users.

    Health

    “It’s All Just F*cking Impossible:” The Influence of Taylor Swift on Fans’ Body Image, Disordered Eating, and Rejection of Diet Culture – ScienceDirect and 100-Pound Weight Loss: My health improved. My self-esteem didn’t. | Slate

    Another Danish biotech can help investors’ hunger for obesity drugs | FT – this probably explains why Zealand pivoted from taking its medications to market to becoming research and selling on as its not big enough to exploit this opportunity on its own. (Full disclosure, I worked briefly on the diabetic emergency injection product until the company pivoted).

    Ozempic Tracker Insights: Price Remains the Largest Obstacle   – CivicScience

    The economics of GLP-1 – Marginal REVOLUTION

    Patients checking into rehab after abusing weight-loss jabs | The Times Online

    Innovation

    IKE and hyperice’s boots and vest massage athletes’ feet and keep their bodies cool

    Dude, where’s my (flying) car? – POLITICO

    RISC-V Thrives Through Research, International Collaboration – EE Times

    Xiaomi’s ‘lights-out factory’ to mass produce new foldable smartphones | DigiTimes – but it doesn’t mean that the products will be better, just consistent. I keep thinking of the Fiat Strada, an ugly rust bucket of a car, that was ‘hand built by robots’.

    Luxury

    Luxury brands roll out 50% discounts as Chinese shoppers rein in spending | FT – this will destroy the intrinsic value of the brand

    Italy’s competition watchdog probes Armani and Dior over alleged labour exploitation | FT – the question is more why now? It’s been known for years that Chinese workers are exploited in factories based in Italy.

    Age of Ozempic: Predictions for the luxury industry | Vogue BusinessAnalysts agree that the pop culture influence of weight loss drugs is giving luxury labels and mass-market brands, alike, licence to refocus on straight-size. “Luxury brands have long been staunchly unwilling to cater to plus-sizes outside of the occasional token representation, but typically premium and mass players would invest more readily in plus-size,” says Marci. “Now we’re seeing the effects of Ozempic and weight loss culture on retail as a whole.”

    Already, a host of US-based retailers and fashion companies including Rent the Runway are seeing boosted demand for smaller clothing sizes, and falling demand for larger sizes, according to The Wall Street Journal. Retailers have been investing in fewer products that offer larger sizing

    Burberry’s new CEO has a task | FT Fashion Matters

    EssilorLuxottica expands into streetwear with $1.5bn Supreme dealthe deal was a “no brainer” and had happened “very quickly” because VF was under pressure to divest its most “iconic asset”. EssilorLuxottica planned to use Supreme’s wealth of customer data and its Gen Z fans in China, Japan and South Korea to target new consumers – it shows how good a deal James Jebbia got with private equity and VF Corporation

    Lewis Hamilton Named Dior Ambassador | BoF – formula 1 driver and pit lane dandy has also worked with Dior men’s artistic director Kim Jones to guest design a collection of clothing and accessories set to launch in October

    Marketing

    Rediscovered Absolut Blue Painting Inspires New Bottle | MarketingDaily

    Focus on value pivotal for brands as consumers get more cost-conscious – The Media Leader

    The King’s Speech 2024 – GOV.UK – restrictions on fast food advertising and energy drinks

    Proportion of UK businesses increasing marketing spend hits 10-year high – The Media Leader

    Evolution not revolution as Sorrell unveils Monks and reorganizes for easier client access | The Drum

    Media

    The return of piracy – net.wars

    ‘New model for human civilisation’: What is so unique about China’s style of modernisation? – CNA – interesting that CNA don’t provide a critical analysis on the positives and the negatives of the China model.

    Online

    Even Disinformation Experts Don’t Know How to Stop It | New York TimesResearchers have learned a great deal about the misinformation problem over the past decade: They know what types of toxic content are most common, the motivations and mechanisms that help it spread and who it often targets. The question that remains is how to stop it.

    A critical mass of research now suggests that tools such as fact checks, warning labels, prebunking and media literacy are less effective and expansive than imagined, especially as they move from pristine academic experiments into the messy, fast-changing public sphere.

    LGBT and Marginalized Voices Are Not Welcome on Threads – MacStories

    Google Is Mind-Bogglingly Bad – On my Om – more ‘Google is Dead’ material – grist for the mill and Daring Fireball: Google Is Shutting Down Its URL Shortener, Breaking All Links

    Apple Maps launches on the web to take on Google – The Verge

    Retailing

    Tesco takes on Waitrose and M&S in premium range fight | FT – implies that Tesco thinks consumer spend is likely to be going up again

    The shifting world of e-commerce liability | The Daily Upside – Amazon’s legal issues and the fact it has over 553million SKUs

    Security

    American Hacker in Turkey Linked to Massive AT&T Breach | 404 Media

    Software

    Meta won’t bring future multimodal AI models to EU | Axios

    GPT-4o mini: advancing cost-efficient intelligence | OpenAI – computing power per watt reduction is the most interesting part of this. You also see it in Mistral NeMo | Mistral AI | Frontier AI in your hands

    Inside Microsoft, nobody really owns Copilot – The Verge

    Taiwan

    TSMC proposes Foundry 2.0 to alleviate antitrust concerns | DigiTimes – Trump-proofing the semiconductor industry

    Technology

    AI Chip Startup Graphcore Acquired by SoftBank – EE Times

    Web of no web

    The Future of AR Beyond the Vision Pro Is Already Brewing – CNET

    Google’s XR Re-Entry Point | Spyglass

    Wireless

    China’s Transsion sued by Qualcomm and Philips as IP woes mount | FT

  • July 2024 newsletter

    July 2024 newsletter introduction

    Welcome to my July 2024 newsletter, this newsletter which marks my 12th issue. I hope the wettest part of the summer is behind me. This time last year, I didn’t set out to get to 12 issues. I thought I would try three and see where I got to. You’d think I would have had it nailed down by now, but it’s still evolving, finding its voice in an organic process. Getting to this point felt significant, I think it’s down to the weight of the number 12.

    12 as a number is loaded with symbolism. The Chinese had a 12 year cycle that they called the ‘earthly branches’ and were matched up with an animal of the Chinese zodiac.

    Chinese_Zodiac_carvings_on_ceiling_of_Kushida_Shrine,_Fukuoka

    Odin had 12 sons, the Hittites had 12 gods of the underworld. Mount Olympus was home to 12 gods who had vanquished the 12 titans. Lictors who were civil servants assisting magistrates with duties carried a bundle of 12 rods to signify imperial power. The Greeks gave us 12 member juries and both western and Islamic zodiacs have 12 signs.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    Strategic outcomes

    Things I’ve written.

    • Warped media constructs – what marketers and their advisers think about media channels versus what works and what should be measured.
    • I contributed to the Rambull newsletter with a selection of my favourite places in London.
    • End of culture – I disagree with some of what Pip Bingemann said about culture and advertising, but he made some interesting discussion points that I went through and annotated or knocked down.
    • A bit about the Zynternet phenomenon and interesting things from around the web.
    • A bit about BMW’s The Ultimate Driving Machine and other things that caught my interest.

    Books that I have read.

    Media Virus
    • Dogfight – Silicon Valley based journalist Fred Vogelstein was writing for publications like Wired and Fortune at the time Apple launched the iPhone and Google launched Android. He had a front-row seat to the rivalry between the two brands. The book is undemanding to read but doesn’t give insight in the way that other works like Insanely Great, Where Wizards Stay Up Late and Accidental Empires did. Part of this might be down to the highly orchestrated public relations campaigns happening at the time. (Vogelstein wrote about his experiences with Microsoft’s PR machine for Wired back in 2007). Instead Vogelstein documents developments that I had largely forgotten about like music labels launching albums as multimedia apps on the new iPhone ecosystem. It’s a workman-like if uninspiring document.
    • This Time No Mistakes by Will Hutton seemed to be a must-read document in the face of an imminent Labour party victory in the general election. Hutton’s The State We’re In was the defining work of wonkish thinking around policy as Labour came into power under Tony Blair in 1997. Three decades later and Labour is poised to rule again during a time of more social issues and lower economic performance. The people are poor and the economy has been barely growing for over a decade. The State We’re In was a positive roadmap of introducing long-term investment culture into British business and upgrading vocational education. This Time No Mistakes is an angrier manifesto of wider change from media and healthcare to government involvement in business. Both books outlined a multi-term roadmap for politicians. In the end, Labour didn’t deliver on The State We’re In‘s vision; this time they are even less likely to do so.
    • Dark Wire – Joseph Cox was one of the journalists whose work I followed on Vice News. He specialises in information security related journalism and turns out the kind of features that would have been a cover story on Wired magazine back in the day. With the implosion of Vice Media, he now writes for his own publication: 404 Media. Dark Wire follows the story of four encrypted messaging platforms, with the main focus being on Anon. Anon is a digital cuckoo’s egg. An encrypted messaging service designed for criminals, ran as an arms length front company for the FBI. Cox tells the complex story in a taunt in-depth account that brings it all to life. But the story isn’t all happy endings and it does question the threats posed to services like Signal and WhatsApp if law enforcement see criminals moving there.
    • I went back and revisited Media Virus by Douglas Rushkoff. Once a touchstone of public intellectuals and media wonks, it’s rather different than I remember it from the first reading I had of it at the start of my agency career. More of my thoughts on subjects covered in the book from authoritarian regimes to patient-centric medicine here.

    Not a book, but really enjoying Yaling Jiang’s newsletter Following the Yuan that looks at a mix of consumer marketing stories in China with a balanced and analytical approach. Social listening platform YouScan have an interesting insights newsletter, where you can subscribe to here.

    Things I have been inspired by.

    Lean web design.

    I have been keen on lean web design, especially has web page sizes have ballooned over the past decade with little benefit in functionality. However Wholegrain Digital have taken this idea in a new direction by looking at a websites typical carbon footprint. Mine came out better than 97 percent of websites they’d tested so far.

    Crushing conformity with creativity

    Samira Brophy of IPSOS and Tati Lindenberg of Unilever were at Cannes and talked through some of the dirt is good campaigns and how Unilever switched plot lines in an inventive manner to make better campaigns that fit in with Unilever’s socially forward orientation.

    The Arsenal example that they show is a really nice twist on girl plays soccer, kit gets cleaned trope and captures the essence of fandom.

    The Future Health Index.

    Philips the former consumer electronics pioneer have surveyed healthcare leaders around the world to see what their concerns are and where they may be looking to invest in the future. It’s an interesting read. When I have worked on health clients in the past, we’ve usually focused on what the relevant prescribing healthcare professional thoughts and any patient insights we could glean.

    There was a big focus on automation (AI was a particular focus for respondents in countries with distinct healthcare challenges. However the respondents caveated the move to automation with this bit of wisdom:

    Automation can help relieve staff shortages, if used right

    The Future Health Index 2024 – Philips

    Given the old heuristic of about 70 percent of IT projects not meeting the goals set for them, one can understand why there is a degrees of healthy skepticism in leaders and the staff who work with them.

    Remote monitoring was one of the most popular areas for healthcare leaders wanting to use clinical decision support software (powered by AI). Curiously, preventative care ranked much lower.

    Finally, there was some good news for pharmaceutical companies, negotiating lower prices for drugs was pretty low down on the list for the way leaders thought that they could make financial savings. Though this was tempered in a greater interest in ‘value-based billing’.

    State of the (online) union.

    From the late 1990s onwards, Mary Meeker’s snapshot of the technology sector was a must read presentation. Meeker came to mainstream fame leading the Netscape IPO while at Morgan Stanley. Early the same year she published The Internet Report – which launched a thousand agency slide decks and was a reference for the investment community during the dot com boom.

    The themes of Meeker’s reports over the years followed the development of online:

    • E-commerce
    • Mobile internet
    • Online advertising and search
    • Rise of Chinese internet companies

    Meeker left investment banking to join VC Kleiner Perkins and eight years later set up her own venture capital firm. During COVID-19 Meeker’s internet report wasn’t published for the first time since 1995.

    Now it’s returned, you can find the latest issue here. In the meantime, while Meeker took an AI-focused approach to her latest report LUMA Partners have looked at the advertising technology ecosystem in more detail. You can find their comprehensive report here. An honorary mention to Benedict Evans’ annual presentation as well that is even more theme based in style.

    Marvel x NHS blood donation

    Disney’s partnership with NHS opens up access to a wider potential donor base.

    Things I have watched. 

    darkhearts
    Dark Hearts (Newen)

    I don’t watch BBC iPlayer all that much, but occasionally I do find some ‘gold’. Dark Hearts (or Cœurs noirs literally Black Hearts) is a French series about a team looking for terrorist weapons, terrorist schemes and French ISIS members in Iraq circa 2016. It’s got the kind of gritty tense feel of SEAL Team or Zero Dark Thirty.

    Chronos is a short film very much in the vein of Koyaanisqatsi. In Chronos the director tries to journey through thousands of years in history through the medium of timelapse photography. It’s a beautiful piece of film, but looks very ‘everyday’ now due to the time-lapse functions provided in our smartphones and generative AI services. Film-maker Ron Fricke had to build his own cameras to shoot the footage.

    Watch party

    Hong Kong cinema is in a bit of a weird place at the moment. Its most bankable stars are in their 50s and early 60s – though they are holding off aging well. Cantonese culture in general is being squeezed out by mainland media, as well as the rise of Korean and Thai cinema. The current national security laws mean that previous bestsellers like Infernal Affairs or Election can no longer be made in the territory and even a retrospective showing of them could be in a legal grey area. The Goldfinger gets around this by going back to Hong Kong’s go-go era of the 1970s and 1980s and draws on the story of the Carrian Group which went belly up in the midst of a corruption and fraud scandal saw a bank auditor killed and buried in a banana tree grove. Lawyer John Wimbush was found dead in his home swimming pool. A nylon rope around his neck tethered to a concrete manhole cover at the bottom of the pool. So The Goldfinger has a rich vein of material to mine. The Goldfinger starts off during the Hong Kong police mutiny against the ICAC. it follows the rise of Tony Leung as Henry Ching Yat-yin (presumably to avoid legal trouble with George Tan founder of the Carrian Group, who only died during COVID). Ching then has a cat-and-mouse chase with Andy Lau’s Lau Kai-yuen, an inspector of the ICAC. I enjoyed The Goldfinger immensely, CGI and green screen was used to fill in for old Hong Kong which is substantially changed over the decades since. The ‘gweilo’ in the film were over-acted which was distracting, but the Hong Kong talent was top drawer. The more fantastical aspects of it reminded me a bit of Paul Schrader’s Mishima biopic.

    The Great Silence is one of the greats of the spaghetti western genre. It was shot in a ski resort in the Dolomites and in a studio of fake snow. That alone would have made it highly unusual. The film was directed by Sergio Corbucci who was more famous for Django. Eureka’s Masters of Cinema have done a fantastic job of putting together a great print and commentary from experts including Alex Cox. It’s probably the best role that Klaus Kinski played in his considerable film career. Even though it’s a western, the underlying politics of the film make it surprisingly contemporary. That’s as much as I can say without giving the plot away.

    Useful tools.

    Better Reddit search

    Google search has become much more limited in its capability for a number of reasons. Giga uses Reddit posts as its source material for search results. It can be useful in research, beyond trying to trawl Reddit using Google advanced search.

    Mood board research

    Historically, I have been a big fan of Flickr’s image search because of its ‘interestingness’ feature. Same Energy is a tool that matches the vibe of an image that you submit with other images.

    Manifestos

    A great collection of manifestos and tools to help manifesto writing for brand planners.

    The sales pitch.

    I am now taking bookings for strategic engagements or discussions on permanent roles. Contact me here.

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my July 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into August!

    Don’t forget to share, comment and subscribe!

    Let me know if you have any recommendations to be featured in forthcoming issues.