Wry & Dry #7-26 The biggest deal in history. Naming rights. US alcohol threatened.
Trumpster continues to provide content for the world’s leading publications, including Wry & Dry. This week, it has an Alaskan flavour (Bombe Alaska, anyone?). And Americans are drinking less alcohol and Canadians importing less American spirits. Who would possibly try to make the complex Middle East simple. And fail.
Reporting Season: Life360, Seven Group Holdings, QBE Insurance Group
Deeper into Profit Reporting Season this week, with several portfolio companies reporting results. We flagged in recent weeks that we expect significant volatility in share prices associated with this year’s results. Twenty years ago, share price changes were more muted, but several issues have arisen that increase the volatility of results in ASX’s two reporting seasons in February and August.