Wry & Dry #33-26 International Women’s Day. Gnats’ top paddock. Uncle Albo gets Realpolitik.
Wry & Dry takes a break from the rinse, repeat events in the Middle East, oil and Trumpster. And wields his quiver at International Women’s Day, cattle moving around the Gnats’ top paddock, Uncle Albo gets Realpolitik and the Victorian government hermetically seals details of the covid-19 quarantine disaster. And the bookies are offering $1.20 on UK PM Starmer getting the DCM before Christmas.
Iran War challenges market sentiment, Santos, Woolworths Limited & Life360.
In this week’s Investment Matters, we highlight the challenge the war in Iran presents to market sentiment, global policymakers, everyday businesses, and consumers.
This week’s in-depth discussions of last month’s reporting season will focus on another three of the larger portfolio positions, including Santos Limited, Woolworths, and Life360. In the following weeks, we will finish off the remaining positions, including Nanosonics and Inghams.