Ghost Bites:AngloGold is expanding in Nevada, which offers the benefits of (1) proximity to Las Vegas for weekend fun and (2) reliable electricityEthos Capital has seen a significant increase in net asset value per share over the past yearThere are deals brewing at Luxe HoldingsFor these stories and information on the many director dealings announcements we saw yesterday, be sure to read Ghost Bites>>> Other important linksRegister for tomorrow's bizval webinar on how to build a more valuable company, in which I'll be discussing key concepts related to revenue quality and resilience. Attendance is free! Register here>>>Unlock the Stock is back this week! On Thursday, CA&S Group will be giving you the opportunity to learn about the business and ask questions. Attendance is also free and you need to register at this link>>>Gatvol of Eskom?Of course you are. We all are. Every time load shedding gets really bad, the dinner table conversations in many households turn to discussions of potential emigration. In my early years as a ghost, I wrote a very popular article that put forward a framework to help you decide objectively whether or not to emigrate. This is such a sensitive subject, so anything that brings you clarity of thought is a worthwhile investment of your time. To learn about how I assess this decision, read this article>>> Hold on to your hats - it's time for the Fed!Although load shedding does us no favours, TreasuryONE reminds us that the dollar is still driving the market. We saw broad weakness in emerging market currencies, with fear in the market that the Fed could hike by 100 basis points. This could be a case of "buy the rumour, sell the fact" if the Fed hikes by 75 basis points. With the market still talking about a recession, commodities have been under pressure due to expectations of a decrease in demand. Precious metals were sold-off and Brent Crude moved towards the $90 per barrel level. It all happens on Wednesday when the Fed makes its decision! In the mood for a podcast?If you're keen to understand more about the impact of inflation on the markets and other macro concepts like exposure to Europe, then Episode 93 of Magic Markets is for you. Listen to it here>>> Have a great Tuesday! |
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| | | AngloGold is off to Vegas (sort of). Ethos Capital NAV is moving the right way. Luxe Holdings may be selling off more assets. There were also significant director dealings in various companies. |
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| In this article, I put forward an objective framework to help you with the most emotive decision of all. |
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| | | The July 2022 sales data from Stats SA looks great, until you remember what happened in July 2021. Chris Gilmour digs a bit deeper into the numbers. |
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| | | The US CPI print was only slightly different to market expectations, yet everything fell over. We discuss these sensitivities, along with views on Europe. |
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