1. Pizza party… 2. The report cards are coming in… 3. The power of optimism…
Simon KawaguchiFebruary 3, 2023
1. The state of the transition… 2. The state of the union… 3. The state of communication…
Sam GordonJanuary 27, 2023
1. Batteries insulated from a charging lithium price… 2. China’s population peaks… 3. The most widely anticipated recession in history…
Simon KawaguchiJanuary 20, 2023
A look at a defensive consumer discretionary company and the latest US sentiment towards the housing market.
Simon KawaguchiJanuary 20, 2023
1. The Chinese tourist returns... 2. Tesla bargain... 3. Around the Australian grounds...
Sam GordonJanuary 13, 2023
A look at household air conditioning rates and how CSL performed during the GFC.
Sam GordonJanuary 13, 2023