WorldWide Markets with Simon Brown

There’s only thing we can control – the price we pay (#505)


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Simon Shares
  • Massmart (JSE code: MSM) update, retail margins are being squeezed, the exception is clothing retail.
  • Thungela Resources (JSE code: TGA) very strong trading update.
  • JSE (JSE code: JSE) results, strong.
  • Nancy Pelosi lands in Taiwan and markets don't really care and China will complain - but this is not leading to war.
  • Uber (NYSE code: UBER) finally hits cash flow positive.
  • OPEC+ 100,000 b/d output hike, expectations (hopes?) were for 4-5x that and the second smallest increase since 1986.
  • Earn 11% with Retail Savings Bonds
What's the only thing we control in markets
  • The price we pay
  • Everything else is beyond our control
  • So use your one power carefully

 

...more
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