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News On Demand, For Those On The Go
Copy of 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
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
Amazon's Year-Long Climb Back To A $3 Trillion Valuation; Nigeria Rolls Out First Crypto Tax Framework; Dangote And Sinoma Seal $800 Million Cement Deal; U.S. And Japan Unite To Defend The Yen
The race to shape the future of technology, industry, and global finance is accelerating. Amazon has reclaimed a $3 trillion market valuation as its AI-fuelled cloud business powers another post-earnings rally, while Nigeria has introduced its first tax framework for cryptocurrencies and virtual assets, bringing greater regulatory clarity to one of the world's largest crypto markets. Elsewhere, Dangote Cement has partnered with China's Sinoma International on an $800 million
4 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
Copy of 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
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
Amazon's Year-Long Climb Back To A $3 Trillion Valuation; Nigeria Rolls Out First Crypto Tax Framework; Dangote And Sinoma Seal $800 Million Cement Deal; U.S. And Japan Unite To Defend The Yen
The race to shape the future of technology, industry, and global finance is accelerating. Amazon has reclaimed a $3 trillion market valuation as its AI-fuelled cloud business powers another post-earnings rally, while Nigeria has introduced its first tax framework for cryptocurrencies and virtual assets, bringing greater regulatory clarity to one of the world's largest crypto markets. Elsewhere, Dangote Cement has partnered with China's Sinoma International on an $800 million
4 min read
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