1. War and Oil 2. Copper - deep dive 3. France – great for visiting, not so good for doing business
Sam GordonOctober 4, 2024
1. Blow torch on Australian Supermarkets 2. Electricity demand – higher in the future but also, higher now! 3. Food – back to normal
Sam GordonSeptember 27, 2024
1. Telcos – selling phones 2. Mobile & AI 3. Travel remains HIGH on the agenda
Sam GordonSeptember 20, 2024
1. Lithium production cut and equities move 2. Moving in is the ‘Rightmove’ 3. Nuclear comeback facing a few hurdles
Sam GordonSeptember 13, 2024
1. No Deal – Japan unwelcome in US steel M&A 2. Hospitals looking a bit sick 3. Volvo hits reverse
Sam GordonSeptember 6, 2024
