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News On Demand, For Those On The Go
Anthropic To Inject Hidden Watermarks Everywhere; Men Can Now Text First On Bumble; Tantalizers Reverses 6 Years Of Losses With First Profitable Quarter; Nigerians Are Taxed At ~$100 Million Every Day
AI transparency, changing consumer habits and Nigeria’s improving corporate fortunes are shaping today’s headlines. Anthropic is moving to watermark AI-generated text as regulators push for greater transparency, while Bumble is ditching its women-first messaging rule in a bid to revive user engagement. Back home, Tantalizers has returned to profit after six years of losses, while Nigeria collected nearly $20 billion in taxes in the first seven months of the year as digital sy
4 min read
Retail Traders Make Up A Quarter of All Trades On The Nigerian Stock Exchange; Nigerians Set New Record For Use Of Internet Data Consumption; Nvidia And Wall Street In Bed For Over $500 Billion; Niger
First Securities Emerges As Nigeria’s No. 1 Broker As Bamboo Dominates Retail Trades, while Nigerians set a new data usage record after consuming 1.5 million terabytes in May. Meanwhile, Nvidia is bringing Wall Street deeper into the AI boom as it partners with major financial institutions to mobilize more than $500 billion for AI infrastructure, while Nigeria is tightening its grip on the $92 billion crypto market with new tax rules requiring exchanges to report customer tra
4 min read
SpaceX Earns Billions But Burns Billions More; Palantir's Path To Infinite Growth; SanDisk's Suffering From It's Own Success; And Nice One NASCON
The AI boom continues to drive another blockbuster earnings season across aerospace, software and semiconductors. SpaceX delivered a strong public earnings debut as soaring Starlink demand helped it beat revenue expectations, while Palantir extended its AI-fuelled growth streak on the back of booming government and enterprise demand. However, SanDisk showed the uneven nature of the memory market, with a weak revenue outlook overshadowing an earnings beat. Back home, NASCON re
5 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
From Manger to Markets: An analysis of Christmas’ Commercial Takeover
Has Capitalism Devoured Christmas? Underneath the bustle of the German Christmas markets, the pouring of mulled wine and hot chocolate, the wrapping of selected trinkets, and the voices of the choir singing Christmas carols, is the faint, almost imperceptible, constant pinging of successful transactions, whether it be Apple Pay, Google Pay, cash, or a physical card. That sound is the evidence of the “Golden Quarter” in full swing, and the silent prevalence of the second r
11 min read
Anthropic To Inject Hidden Watermarks Everywhere; Men Can Now Text First On Bumble; Tantalizers Reverses 6 Years Of Losses With First Profitable Quarter; Nigerians Are Taxed At ~$100 Million Every Day
AI transparency, changing consumer habits and Nigeria’s improving corporate fortunes are shaping today’s headlines. Anthropic is moving to watermark AI-generated text as regulators push for greater transparency, while Bumble is ditching its women-first messaging rule in a bid to revive user engagement. Back home, Tantalizers has returned to profit after six years of losses, while Nigeria collected nearly $20 billion in taxes in the first seven months of the year as digital sy
4 min read
Retail Traders Make Up A Quarter of All Trades On The Nigerian Stock Exchange; Nigerians Set New Record For Use Of Internet Data Consumption; Nvidia And Wall Street In Bed For Over $500 Billion; Niger
First Securities Emerges As Nigeria’s No. 1 Broker As Bamboo Dominates Retail Trades, while Nigerians set a new data usage record after consuming 1.5 million terabytes in May. Meanwhile, Nvidia is bringing Wall Street deeper into the AI boom as it partners with major financial institutions to mobilize more than $500 billion for AI infrastructure, while Nigeria is tightening its grip on the $92 billion crypto market with new tax rules requiring exchanges to report customer tra
4 min read
SpaceX Earns Billions But Burns Billions More; Palantir's Path To Infinite Growth; SanDisk's Suffering From It's Own Success; And Nice One NASCON
The AI boom continues to drive another blockbuster earnings season across aerospace, software and semiconductors. SpaceX delivered a strong public earnings debut as soaring Starlink demand helped it beat revenue expectations, while Palantir extended its AI-fuelled growth streak on the back of booming government and enterprise demand. However, SanDisk showed the uneven nature of the memory market, with a weak revenue outlook overshadowing an earnings beat. Back home, NASCON re
5 min read
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