Battle for Global Gaming

Battle for Global Gaming

Amazon (IXIC:AMZN), one of the FANG stocks, announced on 24th September 2020 the launch of its new gaming subscription service, Luna. Amazon is in a battle for a position in the gaming market. The gaming market is set for accelerated...

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Behavioural health coding double-accounted for in US official reports

Behavioural health coding double-accounted for in US official reports

In a University of Minnesota School of Public Health (SPH) recent publication in the American Journal of Public Health, it was reported that the US federal public health expenditure has been overestimated by at least 2x. In 2019, the US...

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Will virtual doctors be a post-pandemic trend?

Will virtual doctors be a post-pandemic trend?

The Covid-19 pandemic has raised questions about mental health as a result of lock-down as well as the physical damage caused by the disease itself. This has been exacerbated due to the lack of access to in-person therapy and...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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