Are we seeing a consumer-led GNU recovery?
Loading player...
Recent company news is giving us many clues about whether things are starting to improve and where the going is slow.
Other recent episodes
Burry vs. the AI establishment: a bubble, or just fizz?
Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.
Sens and sensibility: Hunting for stock-pick treasures
Some companies spell things out beautifully, some go too far with their analyses, others cherry-pick their numbers, yet more rely on apathy – so what to do? Read, read and read some more. You’ll find the answers, and sometimes maybe a gift.
Paramount Skydance’s first 100 days
Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.
Sappi and Sibanye-Stillwater: what do they have in common?
Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.
Notes from AI land: Microsoft, Meta and Alphabet
Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.