I took a lot of abuse over the past 12 months. “You don’t understand the future!” “Trust me, I have far more experience than you!” “This company will be bigger than Apple!” Enough exclamation marks. You get the picture. Apparently, I had no idea what I was talking about with Musk and Tesla and what appeared to me to be …
View PostThe trouble with the markets and the investment industry is that jargon is everywhere. Ever tried to discuss crypto or coding with a tech geek? That’s how non-financial people feel when looking at an investment fact sheet or reading a fund manager letter. In this article, I explain a few of the concepts that are important for you to understand …
View PostThe trouble with the markets and the investment industry is that jargon is everywhere. Ever tried to discuss crypto or coding with a tech geek? That’s how non-financial people feel when looking at an investment fact sheet or reading a fund manager letter. In this article, I explain a few of the concepts that are important for you to understand …
View PostYou may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …
View PostThe market operates in cycles. Things heat up; things cool off. When people tell you to “look through the cycle,” they are referring to the need to ignore the short-term fluctuations and invest in high-quality companies that will do well over an extended period. I often reference Microsoft as a powerful example of this. It is the only company that …
View PostMohammed 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 …
View PostTesla 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. …
View PostTesla 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. …
View PostOne of the themes in the latest raft of corporate earnings is that the automotive sector’s engine is starting to rev again. The driver of the recovery is China, with the horrors of lockdown seemingly long forgotten. Western nations are dealing with renewed pandemic issues, as countries like the UK get locked down again. The purchase of a new car …
View PostOne of the themes in the latest raft of corporate earnings is that the automotive sector’s engine is starting to rev again. The driver of the recovery is China, with the horrors of lockdown seemingly long forgotten. Western nations are dealing with renewed pandemic issues, as countries like the UK get locked down again. The purchase of a new car …
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