Magic Markets Ep47: Supply Chain Pressures
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic …
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Magic Markets Ep47: Supply Chain Pressures
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic …
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Magic Markets Ep41: Commodity Economy
The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well. The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN. In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable …
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Magic Markets Ep26: The Cure for High Prices
Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the …
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Magic Markets Ep26: The Cure for High Prices
Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the …
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Magic Markets Ep26: The Cure for High Prices
Inflation: the word on everyone’s lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even mean? Inflation can have a significant impact on an investment portfolio. In Episode 26 of Magic Markets, Mohammed Nalla (Moe-Knows.com) and I explain how inflation affects valuations and some of the techniques available to help mitigate the …
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Magic Markets Ep9: MMT and Inflation
In Episode 9 of Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss Modern Monetary Theory (MMT), an economic framework that been received a great deal of attention in the media. They also discuss inflation, interest rates and how these concepts interact in the markets. http:// the_ad id=”3223″ the_ad id=”3235″ the_ad id=”3234″
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South African stimulus and the risk of stagflation
The word “stimulus” has been on everyone’s lips. Simply put, economic stimulus is an attempt by a government to kick-start growth during a recession. There are various ways and means to do this, using monetary or fiscal policy or a combination of the two: Examples of monetary policy: Lowering interest rates Quantitative easing (central banks buying longer-term securities in the …
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GDP: Let’s get real
- South Africa
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Coronavirus, COVID-19, Economics, GDP, Inflation, Nominal GDP, Nominal Growth, Real GDP, Real Growth, South Africa
- March 25, 2020
You’ve probably heard the term “GDP” many times before, but do you actually know what it is and why it is so important? ???????????????? ???????? ????????????? This isn’t the simplest concept in the world, so let’s start with the basics. GDP stands for Gross Domestic Product, which (despite the name) has nothing to do with your baby’s nappy. Instead, it …
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