Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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100 Days of no load shedding, which stocks benefit the most? (#594)
Manage episode 426985381 series 17433
内容由JustOneLap.com提供。所有播客内容(包括剧集、图形和播客描述)均由 JustOneLap.com 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Load Shedding Update
…
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- Milestone: 100 days of no load shedding by Friday.
- Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg.
Impact:
- Reduced GDP loss (previously 1.8% of GDP due to load shedding).
- Positive effect on inflation and economic stability.
Winners:
- Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel).
- Manufacturers: Invicta, Hudaco (benefit from increased customer stability).
- Real Estate: REITs with shopping centers, reduced generator use.
- Jerome Powell's Speech: Potential for a single rate cut in November.
- Impact on Markets: Minimal immediate impact, with expectations already priced in.
- Local MPC Meetings: Predictions for rate changes on 19 September and 21 November.
- Mr Price*: Ex-dividend yet the stock price increased, indicating strong sector performance.
- Market Share: Decline in second-quarter sales but maintains a significant market share (~50%).
Challenges:
- Increased competition from other EV manufacturers.
- Need for cheaper models.
- Significant share dilution over the years.
- Stock Performance: Historical highs and current rebound to 231.
- Future Prospects: Continued relevance in the EV market despite competition.
[caption id="attachment_42560" align="aligncenter" width="849"] Tesla weekly chart | 02 July 2024[/caption]
SARS Tax-Free Changes RSA Retail Savings Bonds- Rate Change: Significant drop in 5-year bond rate from 11.5% to 10.5%.
- Action Required: Reset by the 20th for current holders. The form is here.
515集单集
Manage episode 426985381 series 17433
内容由JustOneLap.com提供。所有播客内容(包括剧集、图形和播客描述)均由 JustOneLap.com 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Load Shedding Update
…
continue reading
- Milestone: 100 days of no load shedding by Friday.
- Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg.
Impact:
- Reduced GDP loss (previously 1.8% of GDP due to load shedding).
- Positive effect on inflation and economic stability.
Winners:
- Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel).
- Manufacturers: Invicta, Hudaco (benefit from increased customer stability).
- Real Estate: REITs with shopping centers, reduced generator use.
- Jerome Powell's Speech: Potential for a single rate cut in November.
- Impact on Markets: Minimal immediate impact, with expectations already priced in.
- Local MPC Meetings: Predictions for rate changes on 19 September and 21 November.
- Mr Price*: Ex-dividend yet the stock price increased, indicating strong sector performance.
- Market Share: Decline in second-quarter sales but maintains a significant market share (~50%).
Challenges:
- Increased competition from other EV manufacturers.
- Need for cheaper models.
- Significant share dilution over the years.
- Stock Performance: Historical highs and current rebound to 231.
- Future Prospects: Continued relevance in the EV market despite competition.
[caption id="attachment_42560" align="aligncenter" width="849"] Tesla weekly chart | 02 July 2024[/caption]
SARS Tax-Free Changes RSA Retail Savings Bonds- Rate Change: Significant drop in 5-year bond rate from 11.5% to 10.5%.
- Action Required: Reset by the 20th for current holders. The form is here.
515集单集
Alle Folgen
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