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News On Demand, For Those On The Go
Copy of Alphabet On Pace To Dethrone Nvidia As Most Valuable Company; Trump’s Handpicked Envoy Of CEOs Accompany Him To China; And Dangote Refinery’s $50Bn IPO
Today's set of headlines is really about where capital, power, and attention are moving right now. Alphabet’s valuation is creeping toward Nvidia’s lead as investors reward a more diversified AI story, Trump is bringing a heavyweight business delegation to China to chase trade and purchase deals, Dangote is targeting a potential $50 billion listing for his refinery, and Jane Street is turning market volatility plus AI-linked stakes into a record trading haul. The common threa
5 min read
Alphabet On Pace To Dethrone Nvidia As Most Valuable Company; Trump’s Handpicked Envoy Of CEOs Accompany Him To China; And Dangote Refinery’s $50Bn IPO
Today's set of headlines is really about where capital, power, and attention are moving right now. Alphabet’s valuation is creeping toward Nvidia’s lead as investors reward a more diversified AI story, Trump is bringing a heavyweight business delegation to China to chase trade and purchase deals, Dangote is targeting a potential $50 billion listing for his refinery, and Jane Street is turning market volatility plus AI-linked stakes into a record trading haul. The common threa
5 min read
Nigeria’s Market Rally Attracts Smart Money, E-Bicycle Maker Lime Eyes IPO, Hantavirus Outbreak Spread Fears Of Covid 2.0, Starmer Under Pressure After Labour's Catastrophic Losses
Nigeria’s stock market is roaring back to life, but this time the rally is being driven less by speculative retail traders and more by institutional and foreign investors betting on long-term reforms. Meanwhile, Lime is preparing for a public listing, testing whether Wall Street is finally ready to believe in the micromobility business again after years of skepticism. On the health front, fears are rising after a deadly hantavirus outbreak linked to a global cruise ship trigg
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
Copy of Alphabet On Pace To Dethrone Nvidia As Most Valuable Company; Trump’s Handpicked Envoy Of CEOs Accompany Him To China; And Dangote Refinery’s $50Bn IPO
Today's set of headlines is really about where capital, power, and attention are moving right now. Alphabet’s valuation is creeping toward Nvidia’s lead as investors reward a more diversified AI story, Trump is bringing a heavyweight business delegation to China to chase trade and purchase deals, Dangote is targeting a potential $50 billion listing for his refinery, and Jane Street is turning market volatility plus AI-linked stakes into a record trading haul. The common threa
5 min read
Alphabet On Pace To Dethrone Nvidia As Most Valuable Company; Trump’s Handpicked Envoy Of CEOs Accompany Him To China; And Dangote Refinery’s $50Bn IPO
Today's set of headlines is really about where capital, power, and attention are moving right now. Alphabet’s valuation is creeping toward Nvidia’s lead as investors reward a more diversified AI story, Trump is bringing a heavyweight business delegation to China to chase trade and purchase deals, Dangote is targeting a potential $50 billion listing for his refinery, and Jane Street is turning market volatility plus AI-linked stakes into a record trading haul. The common threa
5 min read
Nigeria’s Market Rally Attracts Smart Money, E-Bicycle Maker Lime Eyes IPO, Hantavirus Outbreak Spread Fears Of Covid 2.0, Starmer Under Pressure After Labour's Catastrophic Losses
Nigeria’s stock market is roaring back to life, but this time the rally is being driven less by speculative retail traders and more by institutional and foreign investors betting on long-term reforms. Meanwhile, Lime is preparing for a public listing, testing whether Wall Street is finally ready to believe in the micromobility business again after years of skepticism. On the health front, fears are rising after a deadly hantavirus outbreak linked to a global cruise ship trigg
5 min read
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