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    06 February 2022

    This profit season comes off the back of a global market sell-off as central banks begin to tighten monetary policy. With rising borrowing costs as companies deal with pandemic challenges, and supply chain disruptions, what’s the knock-on effect on companies reporting this season?

    Brad Potter, Tyndall’s Head of Australian Equities discusses his views in episode one of February 2022’s 4-Minute Monday podcast.

    06 February 2022
    Why conditions are ripe for a massive snapback to value.

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    Peak profitability over for the banks.

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    The blue sky for rare earths now a bit cloudier.

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    Australian residential construction heading for a significant downturn.

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    Lithium value emerging, focus on critical minerals and has cost inflation plateaued?

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    Uncovering hidden value during February reporting season.

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