Magic Markets Ep 2: China’s Electrical Storm
- Global, Magic Markets, Podcasts
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Alibaba, Ant Group, China, Electric vehicle, Jack Ma, Magic Markets, Podcast, Tesla
- November 21, 2020
Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He’s launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market …
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A tasty week for Tesla
- Global
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China, EBITDA, Electric vehicle, Europe, EV, Forward multiple, Japan, Norway, Revenue, S&P500, Tesla, Trailing multiple, UK
- November 19, 2020
Tesla will be admitted to the S&P500 and will immediately jump into a top ten spot on the index based on a market capitalisation that appears to be marching towards $500bn. The Index Committee was suspicious back in September when Tesla achieved profitability over four consecutive quarters, electing not to include Tesla in the index despite the criteria being met. …
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A tasty week for Tesla
- Global
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China, EBITDA, Electric vehicle, Europe, EV, Forward multiple, Japan, Norway, Revenue, S&P500, Tesla, Trailing multiple, UK
- November 19, 2020
Tesla will be admitted to the S&P500 and will immediately jump into a top ten spot on the index based on a market capitalisation that appears to be marching towards $500bn. The Index Committee was suspicious back in September when Tesla achieved profitability over four consecutive quarters, electing not to include Tesla in the index despite the criteria being met. …
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The paradox of oligopolies
- Global, South Africa
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Antitrust, FAANG, Facebook, Google, Oligopoly, Regulators, TikTok, Twitter, Uber, Winner takes all
- November 18, 2020
Capitalism. It’s a double-edged sword. On one hand, people are rewarded for being innovative and hard-working, finding new solutions and improving our productivity, health and wealth as a species. On the other hand, greed and destructive competition often come into play, potentially enriching only a handful of people at the expense of others. This is why regulation is important. As …
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World’s largest oil company needs debt to fund dividends
Debt. It’s like that “rough” close friend you had at school who was great to have in your corner during a fight, but who would ruin your chances of being made a prefect. Used correctly, debt is incredibly powerful. It can be the difference between success and failure. Used incorrectly, it can also be the difference between success and failure. …
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Magic Markets Ep1: Rollin’ with the Rand
Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He’s launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we …
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Singles Day breathes life into Chinese investment sentiment
Alibaba founder Jack Ma has had an awful November. The listing of Ant Group, a payments company incubated within Alibaba, was pulled by Chinese regulators (read more here) in response to ongoing criticism by Ma of the state of regulation in China. In the fallout over the Ant Group listing, Alibaba itself took a knock to the share price as …
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Vaccine volatility – what have investors done?
- Global, South Africa
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American Airlines, Aspen, Carnival Corporation, Gold, Netflix, Pfizer, Sasol, TripAdvisor, Vaccine, Zoom
- November 9, 2020
Today was a monumental day on the markets. Pfizer announced that its Covid-19 vaccine has been found to be 90% effective, comfortably the most important scientific breakthrough thus far in the fight against the virus. Now, your immediate reaction might be to buy Pfizer shares. Funnily enough, at time of writing, Pfizer was only up 6% after the news. That …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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