Market Scorecard The market yesterday was rather subdued, which is normally the case on the day before a US Fed interest rate decision. It is safer to wait a day than be caught on the wrong foot by the Fed doing or saying something unexpected. As long-term investors though, politics and central bank actions … Continue reading Stocks Top Bonds
Market Scorecard All eyes are on oil at the moment, WTI crude broke through $70 a barrel for the first time since 2014. Trump tweeted yesterday that he will announce his decision around Iran this afternoon (around 8 pm our time). The expectation is that he will leave the deal, but some European leaders have … Continue reading Elon Electrifies Analyst Call
Market Scorecard Yesterday was a 'risk on' day for US markets. The general feeling was that the pending trade war would be more about scoring political points than actually impacting international trade. After US markets closed though, the US Trade Representative published their list of Chinese products that the US plans to impose tariffs … Continue reading More Trade War
To market to market to buy a fat pig. The US has just missed their deadline to pass a new debt ceiling bill. It is currently 00:05 in Washington, where the Senate is expected to vote at 02:00 and then the House is expected to vote between 04:00 - 06:00. Assuming both sides of … Continue reading Tesla Shoots for the Stars
To market to market to buy a fat pig. WOW! Musk was right; he did blow everyone's mind at the truck launch last night in California. People are not talking about the new truck launched though, they are talking about the launch of the new Roadster. I am amazed that they managed to keep … Continue reading What the Truck!
To market to market to buy a fat pig. US stocks had another down day yesterday; I saw a tweet from a US market commentator saying "What is this weird looking crimson colour on my screen?". The current drawdown in the market seems to be driven by a drop in commodity markets. Market Scorecard. … Continue reading New Look Wants Its Old Look Back
To market to market to buy a fat pig. US markets continue to surge. As I look at it, I would say that Trump's proposed tax plan is the main reason. We haven't had any North Korea news for the last few days, and China is closed for their Golden week/New Year, so no … Continue reading Naspers Keeps on Giving
To market to market to buy a fat pig. Dow 22 000! It was only in January that Dow 20 000 was the talking point for financial journalists, it is just a number but marking these milestones creates excitement around the market and hopefully results in more "average Joe's" investigating using equities to create long … Continue reading A Car That Smells Like Apples
"Now that the battery is a whole lot more affordable than at any time in history, it makes more economic sense to power your vehicle from home and then heigh ho, off you go. The thing is, in countries that still burn a lot of coal to generate electricity, are you really doing the climate … Continue reading EV growth is Electric
"We will get there, humanity is more aware of the harmful impact of fossil fuel usage than at any other point in history, it is unfortunately a rich people problem that impacts us all." To market to market to buy a fat pig Stocks in Johannesburg as a collective gave up ground through the … Continue reading Are Fossil Fuels Getting Old?