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An Apple a day…?
General - 26 August 2020You may have an Apple PC or smartphone, but would you buy Apple shares right now? And would you buy an earnings stream that is being inflated on an earnings per share basis because there are fewer shares in issue? The share price per unit of... Read More
Trader: R15.00
Add to cartFed fortune cookie follies
General - 23 August 2020Andrew Kinsey’s latest note analyses the Federal Reserve’s latest minutes and the implications of that for asset prices in the US and around the world. There is a good reason the note is entitled “Fed fortune cookie follies.”
Trader: R15.00
Add to cartStimulus surge takes the sting out of COVID-19
General - 19 August 2020Moody’s, the ratings agency, made the point recently that COVID-19 is driving business activity in America. How so? Are there risks and what about South Africa? Are there lessons to be learned? Here is a startling statistic. The M2 measure of the money supply in the... Read More
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Add to cartRolling in the Deep…..
General - 13 August 2020It seems an eternity since West Texas Intermediate (WTI) May Futures traded at minus $40/bbl. Today, a similar contract is plus $42/bbl. Incidences such as these do not occur in isolation. Further disruption in the oil patch is not out of the question following the catastrophic... Read More
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Add to cartIron ore up, all else down
Mining - 10 August 2020How high can BHP go? It is already a shade below AUD40 on the Australian exchange whilst on the JSE the stock is up 20% year to date (and almost 100% since the low in March, assisted by rand weakness). In “Iron ore up, all else... Read More
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Add to cartGoing, going for a song
Oil & Gas Producers - 4 August 2020Sasol is in the spotlight. In “Going, going for a song” Ingham Analytics say that if Sasol management keep flogging the shareholders’ silver as they’re attempting to do with the potential sale of sixteen air separation units located in Secunda to Air Liquide, they’ll have to... Read More
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Add to cartBedazzled
General - 3 August 2020Forget hyperinflation as the reason for gold nudging $2,000/oz. The answer lies in the US 10-year Treasury. Gold is rising at the same time as Treasury interest rates are falling. Odd? Quite the contrary say Ingham Analytics in “Bedazzled.” If we thought central banks were forever... Read More
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Add to cartForever blowing bubbles...
General - 27 July 2020The Swiss franc has been appreciating – against the US dollar – and the US dollar index has been under pressure since a brief spike in late March as COVID-19 gripped the world. Ingham Analytics make an analogous point that central bankers are all fans of... Read More
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Add to cartTencent on top of its games
Media - 26 July 2020International mobile games are increasingly important for Tencent, growing ahead of its China revenues. Tencent is also acquiring content through acquisitions. Tencent is currently in exclusive talks to acquire Leyou Technologies, the Nasdaq and Hong Kong listed games developer. This is not a small company, with... Read More
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Add to cartTech and the Treasury 10s
General - 21 July 2020A dichotomy between equity and fixed income markets in the US spells danger for investors riding the Tech boom post-March this year. Now is the time to take out an effective hedge. What might that hedge be? In “Tech and the Treasury 10s” top trader Andrew... Read More