The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they …
View PostIn Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include: The basics of bonds Corporate vs. government bonds Whether bonds are good investments The impact of the yield curve on equity valuations Impact on gold Episode 15 of …
View PostThe Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the “Fiscal Cockroach” – a term of endearment in case you aren’t sure – the hosts take a balanced approach to the opportunities and risks facing the …
View PostIt’s an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there’s so much more to Disney than Disney+, like the entire …
View PostThe Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more …
View PostThe Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits more …
View PostIn Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles – tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There’s also a discussion on value vs. growth investing, …
View PostIn Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles – tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There’s also a discussion on value vs. growth investing, …
View PostIn Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the most exciting few days in the market that we’ve ever seen. Everyone is talking about the short squeeze strategy, WallStreetBets and GameStop, but what is actually going on here? What is short selling? How does it work? Is this a regulatory …
View PostIn Episode 10 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) get stuck in on the most exciting few days in the market that we’ve ever seen. Everyone is talking about the short squeeze strategy, WallStreetBets and GameStop, but what is actually going on here? What is short selling? How does it work? Is this a regulatory …
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