Monthly Archives: May, 2022
Energy and Commodities
Gold Fields bets the farm – the market hates it
Gold Fields has announced a huge merger and the market seems to hate it. I can see why.
Ghost Bites
Ghost Bites Vol 17 (22)
Bidcorp, Adcorp, Momentum Metropolitan, Sygnia and others released earnings updates into a green day on the market.
Ghost Bites
Ghost Bites Vol 16 (22)
Companies like Pepkor, HCI, Gemfields, Nedbank and Finbond released updates on Friday. You can find all the details in Ghost Bites.
Construction
South Africa needs to catch up on infrastructure spend
Comparing South African infrastructure spend as a percentage of GDP relative to other countries tells an interesting story.
Library
Honest Money guest appearance: active vs. passive investing
Active vs. passive investing is a common debate in finance. With Warren Ingram as the host of Honest Money, we discuss fresh perspectives on it.
Construction
Unlock the Stock: Calgro M3
Calgro M3's management team joined Unlock the Stock to give a presentation of the business and answer questions from investors.
Sponsored
Invest in private debt yielding 6.7% in GBP
As the longest bull market run in history comes to an end and inflation continues to rise steeply, investors are faced with the prospect of becoming poorer in real terms.
Sponsored
Traders lowering expectations for more aggressive rate hikes by Fed as US economic growth starts to slow
Ironically, a slowing US economy has tempered expectations of aggressive rate hikes, which is bullish for equities and bearish for the dollar.
