Apr. 27 at 9:58 PM
Free fan fests in NYC for the World Cup. Politicians love spectacle, but the smart money watches who quietly accumulates tourism, payments, and beverage names 6-12 months ahead of these mega-events.
I've seen this cycle since the '94 Cup. Look at
$VZ infrastructure spend and
$KO global sponsorships. Time arbitrage beats headline chasing. 📜