Wry & Dry #24-25 Donaldonia. When many means few. Super deals.
Retire to Donaldonia – the Riviera of the Middle East.
Alongside Gaz-a-Lago, the Trump Gaza Strip club is the heart of the entertainment district. Trump Golf Med, one of the five rubble-belt courses, is just a short buggy ride from Trump Gaza Tower.
The Trump Drill Baby Drill dental clinic is adjacent to the Real Men Only Medical Centre. The Handmaidens’ Medical Centre for Women is just over palm-lined Trump Boulevard, next to the Orange Suntan and Big Hair Spa.
Our view of Global Equities and Beach Energy result
This month Craig Shepherd, CIO provide our view of Global equities. Our positioning reflects our views on the relative value of different global markets and the outlook for the Australian dollar when its value against the USD is extremely dispersed from long-term averages.
In addition, we provide comments on the Beach Energy result, one of the first portfolio positions to report updated earnings. In this update, we hope to provide some nuance surrounding the competing factors to emerge.