Market Scorecard As expected, the US Fed raised interest rates last night. More important to global markets, in general, was what Fed chief Jerome 'Jay' Powell had to say at the press conference. Would he hint at the possibility of three or four rate hikes this year? The general take away from the press … Continue reading Two Oil Giants Face-off
Market Scorecard Global markets were down yesterday, apparently because of increasing yield on US bonds. Same as the wobble we had in February. The US 10-year broke through the mythical 3% mark yesterday, the first time in four years. Higher US interest rates also meant a stronger dollar, the $/R is around the 12.40 … Continue reading Google, Emergancy
To market to market to buy a fat pig. Friday was US Jobs day where their unemployment rate clocked another improvement, coming in at 4.1%, the lowest since December 2000. October and November 2000 both had an unemployment rate of 3.9%. If we get to that number you will have to go back to … Continue reading The Answer To All Your Questions
"I remember when I was young, my father had proudly acquired a set of encyclopaedias and tasked me to go look it up when I asked a question about something. Search nowadays is a far easier task than before, my daughters teacher told us that her class of nine year olds all researched their speeches … Continue reading The Best Bet is Alphabet
"Whilst this is clearly more than a glancing blow to Google, the most dominant business inside of the Alphabet matrix, this share price still looks attractive at current levels (down two and a half percent by the close)." To market to market to buy a fat pig You know the saying, shop 'til you … Continue reading Google fined Bigly. Oh my covfefe!
"Quality attracts quality and Alphabet attracts some of the best minds in the world. They also provide an environment that promotes innovation. These new ideas fall within the Other Bets segment. They take it very seriously and provide great capital for big potential ideas. We expect a lot more coming out of Alphabet in the … Continue reading Lurch at Search
"Not only are the company a coffee experience destination, by adding rewards members via their excellent technology platforms, they lock you into the daily routine, they aim to continue to stay abreast with the changing patterns of consumption. Having partnered with WeChat (TenCent owned platform) in China, more Chinese customers can gift each other, or … Continue reading Caffeine Injection
"We continue to buy shares of what is a unique company. They are working on revenue lines that we have no idea about. And it feels good to know that these are for solving problems of the world, that is the core of the business. Stay young Alphabet. Stay young." To market to market … Continue reading Alphabets on a Great Future
"Google announced a new phone yesterday, it is the "Pixel". From the website, Made by Google, the intro is titled Meet Pixel, Phone by Google. There was also the release of a home connected device, a speaker that is powered with the "Google assist" software. It is activated by saying, "OK Google"." To market … Continue reading Meet Pixel
"In conclusion, this is a company that really has a huge growth business as their core business and many more lines in the water. This is definitely a huge growth business. They are creating future revenue streams that we couldn't envisage now, encouraging staffers to be creative (certainly rewarding them for it) and making life … Continue reading Alphabet. Breathtaking. Class.