With a US company earnings season for the second quarter kicking off this week, US shares are in a difficult position. Earnings are expected to decline by around 44 percent for the quarter, which would lead to the largest year-over-year decline in the S&P 500 earnings since Q4 2008. This is somewhat understandable given the
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The Advisors at Emerald Financial recently released a Speculative Buy report on Crowd Media (ASX: CM8). The Company has benefited from the growth in online-specific retail, something that has thrived through the COVID-19 pandemic due to isolation restrictions. Just look at a few of the more well-known ASX-listed retail companies that sell solely online have
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This week’s unfounded rumours of a Tesla takeover of listed battery group Novonix aside, the market for the so-called battery metals of graphite, lithium and cobalt needs a decent jump start. “Everyone’s in the toilet at the moment,” says industry veteran Mark Thompson, the CEO of graphite hopeful Talga Resources (TLG). Take lithium, which has
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Forget about percentage moves, the annual increase in home lending, that is, owner-occupied and investor credit combined, has fallen to only $10 billion for the year. The last time we saw that dollar increase in home lending was 30 years ago – right in the middle of the last recession. Given the size of home
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Influencer Marketing has been around for some time now, but the online strategy is still evolving into what is becoming a new norm of product marketing. So what is Influencer Marketing and what is it all about? Influencer Marketing is a marketing tool where an ‘Influencer’, a person with a substantial social-media following, connects
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During our recent meeting with TAH, it was raised with us that investors need to consider Lotteries as an infrastructure asset. Without doubt the highly attractive Lotteries business is currently being overshadowed by the problems in Wagering and Gaming Services (which is now a non-core asset and likely to be divested at earliest opportunity). Post
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