United States Archives - Page 3 of 5

General
The strongest predictor of men's well-being isn't family or health

Check out this interesting finding from 2018’s Harry’s Masculinity Report that surveyed 5,000 men aged between 18 and 95 across the US.

4th Nov, 2022
General
Stock Story: Cheniere Energy

Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.

31st Oct, 2022

Source: Munro Partners
There's always going to be a reason to panic + Ren's Book Bonanza

We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza!

31 October
General
Stock Story: Advanced Drainage Systems

Munro Partners give an overview of a stock, they believe is a relatively undiscovered climate change champion.

26th Oct, 2022

Source: Munro Partners
Amazon's Jeff Bezos in economy warning: 'Batten down hatches'

With economic gloom on the US's horizon, the tech giant's boss points out warning signals.

24 Oct, 2022

SOURCE: BBC News
Social Media
Snap sets off alarm bells in ad-reliant social media sector

Snap Inc shares sank nearly 30% in premarket trading on Friday, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.

24 Oct, 2022

SOURCE: Reuters
General
Stock Story: Constellation Energy

Munro Partners give an overview of a stock set to benefit from the United States energy transition.

20th Oct, 2022

Source: Munro Partners
General
How California's bullet train went off the rails

This article is a really comprehensive look at everything wrong with how America builds infrastructure. In particular, the politics and the horse-trading that added billions of dollars of cost and increased the length of the line to keep local politicians and donors happy.

20th Oct, 2022
What's making headlines - Wednesday October 19, 2022

There's so much happening around the world of business and hopefully this headline companion helps keeps you more informed.

20 October
General
One of the most famous ideas in economics is wrong

This article takes a look at the history of these ideas that can be grouped under ‘capitalist peace theory’ and asks whether they are relevant in our modern age, and ultimately if they were ever correct to begin with.

19th Oct, 2022
General
Hedge fund managers paid for stockpicking genius aren't showing much of it

This past decade it has been nearly impossible to beat the US index as Apple, Microsoft, Amazon and the rest of big tech have been the best performing stocks. But active managers have always said, when there is a market downturn that is when they’ll earn their fees.

17th Oct, 2022
I need to know: Is it going to get worse before it gets better?

Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets.

14 October
Pump up the pressure: OPEC + wants oil prices to keep rising

Today Alec and Sascha ask: what do I need to know about OPEC Plus and their recent decision to cut oil production by 2 million barrels a day?

13 October
General
From 'Drug War Joe' to 'Dank Brandon': A timeline of Biden and weed

This article takes a look at President Biden’s evolution on the issue of weed legalisation. And it has been an evolution. As Senator, he was a big supporter of the America’s war on drugs and of the Clinton administration’s tough on crime stance in the 1990’s. And now he is the President that is taking the first (albiet small) steps towards the federal legalisation of marijuana.

13th Oct, 2022
General
Facebook scrambles to escape stock's death spiral

That is a quote from an analyst at investment bank Needham that covers the Facebook stock. And it’s a big call. Facebook, well now Meta, still operates some of the biggest online platforms in the world - Instagram alone is certainly a business to be admired. But the sentiment of the quote is shared amongst more and more of the investment community these days - can Meta figure it out?

10th Oct, 2022
General
Nvidia in the valley

Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.

5th Oct, 2022
General
I wish I was a little bit taller

The surgery sounds painful, both to your legs and your wallet. For $75,000, a surgeon will break both of your femurs, insert adjustable metal nails down the centre, extend these nails one millimetre a day for 90 days, all to add three to six inches (7 to 15 cm) of height. Want to get a few more inches? Doctors can break your tibias and insert nails there as well.

30th Sep, 2022
General
A framework for bear market rallies

Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.

29th Sep, 2022

Sponsored by J.P Morgan Asset Management
General
Deep Dive: Databricks v Snowflake

The market for data warehousing and analytics is worth over $215 billion. And growing. This article believes cloud data will see similar market dynamics to cloud computing, with two dominant players like AWS and Azure.

29th Sep, 2022
General
Adobe plunge presents an opportunity

This article takes a look at the Adobe-Figma deal and then takes a look at the investment case for Adobe, and asks if there’s value after last week's brutal sell off.

27th Sep, 2022
Forget Bitcoin, US dollar to the moon 🚀 Here's how America's dollar is costing you more

Today Alec and Sascha talk about why is the US dollar is on a tear of late, and answer the question - why should we care about it?

27 September
General
Comcast wants to buy Warner Bros Discovery, merge with NBCUniversal

As the streaming business grew, everyone recognised it was unsustainable. When the market fragmented (so much so that the cost of all streaming services combined was higher than cable) it was clear that there had to be some mergers, acquisitions or failures. The market had to rationalise.

26th Sep, 2022
General
Why are rail workers around the world striking?

Today Alec and Sascha talk about what’s going on with rail strikes all over the world, and ask is there more at play than just the cost of living and inflation story?

22 September
The US has banned semiconductor sales to China

Whatever you’re using to find this podcast - it has a semiconductor. They are the brains of modern electronic devices and are necessary in communications, computing, healthcare, transport, energy… look… basically every industry. And this week, the US Government banned semiconductor companies from building factories or even selling to Chinese customers. Today Alec and Sascha look at why America put such a restrictive ban in place? And asked the question - how is this going to affect them?

10 September
Our 3 big takeaways from earnings season

Bryce, Darcy and Alec join Sascha today and share the 3 biggest takeaways from earnings season so far. There is a new record for the most profitable company in the world, retail is feeling the pinch from inflation and Google still reins supreme.

25 August