Markets often move in patterns, and one of the most enduring is the so-called September Effect. Of all the quirks on the calendar, this one stands out: September has historically been the weakest month for Wall Street. We’re not talking about folklore or trader superstition; nearly a century of data supports the trend. Investors approach…
Walmart, one of the largest retailers in the world, has posted a surprising set of earnings for Q2 2025, overcoming headwinds such as inflation and tariff pressures. Walmart’s Q2 2025 earnings report exceeded expectations, showcasing revenue of US$177.4 billion and profits of US$7.03 billion (88 cents per share). These numbers represent a solid year-over-year improvement…
Battery recycling used to be a side note. Not now. Electric vehicles are everywhere and the minerals inside their batteries are worth too much to waste. On the ASX, a handful of companies have moved early. They’re locking in supply, scaling up plants and testing ways to strip value from what used to be scrap.
What…
Guzman y Gomez (ASX:GYG) released FY25 results and it seems there is a disconnect between how the company's management thinks things are going and what investors think. Or maybe investors realised the stock was overpriced to begin with...yes, even with 'record results'. Either way, shares fell 20% and we thought we'd try to make sense…
6 years since Beyond Meat listed and peaked at >$10bn, it now falls in the American definition of 'penny stock' with a market cap of >$200m and a share price of under US$5 (it is US$2.40 to be exact). How did we get to this point? Does this sector have a future and was it…
Let's take a look at Universal Store (ASX:UNI), a chain of casual fashion stores aimed at Millennial and Gen Z customers (think 18-35 year olds). It is a good business, but was hit by perceptions that its customers would cut back their spending because they have been the worst hit by the cost of living…
