Knowis Consulting

Macroeconomic Insights & Global Markets; Trade Finance; Corporate Finance & Valuation; Research; Financial Advisory

[Watcher.Guru @WatcherGuru]

Today is officially Tim Cook's last day as Apple CEO.

Over $4.3 trillion was added to $AAPL's market cap under his leadership.

Here is a visualization we made showing the company's growth during his 15-year tenure:

[NBS Nigeria @NBS_Nigeria]

Gross Domestic Product (GDP) grew by 4.43% (year-on-year) in real terms in the second quarter of 2026, higher than the 4.23% recorded in the second quarter of 2025.

Read the Q2 2026 GDP Report here: https://t.co/1htUx6zlVw

[Ray Dalio @RayDalio]

When everyone can follow the discussion leading up to a decision--either in real time in person or via taped records and email threads--justice is more likely to prevail. Everyone is held accountable for their thinking and anyone can weigh in on who should do what according to shared principles.

Absent such a transparent process, decisions would be settled behind closed doors by those who have the power to do whatever they want.

With transparency, everyone is held to the same high standards. #principleoftheday

[Yahoo Finance @YahooFinance]

🚨 Breaking: $NVDA reports its Q2 earnings results
💵 Revenue: $96.22B vs $92.38B estimated
💲Adjusted EPS: $2.22
💸Data center revenue: $89B vs $85.86B estimated

[McKinsey Global Institute @McKinsey_MGI]

By 2030, automation could unlock $450 billion in annual economic value across Latin America.

Capturing it will depend less on new tech breakthroughs – and more on how we redesign workflows and how quickly human skills adapt.

Learn more: https://t.co/qMHmWgVF1q

[*Walter Bloomberg @DeItaone]

US 30-YEAR YIELD HITS 2007 HIGH

The 30-year Treasury yield climbed to 5.29%, its highest since 2007, as investors worry about rising U.S. debt, heavy bond issuance and persistent inflation.

AI-related corporate borrowing and weaker demand for long-term bonds are adding pressure.

The selloff continues despite softer jobs, inflation and retail data reducing near-term Fed hike expectations.

Meanwhile, the yield curve is steepening as long-term yields rise while short-term yields fall.

[Reuters @Reuters]

Wall Street's three major indexes closed lower as investors awaited big retailers' earnings for clues on consumer spending, while oil prices rose as the US and Iran appeared no closer to a deal https://t.co/tMenkqEovu

[World Bank Group @WorldBankGroup]

The @WorldBankGroup has released its 2026-2027 Country Income Classifications.

Six economies moved to a higher income category, and no countries moved down.

Behind those changes are different stories, from economic recovery to export-led growth and improved statistics.

Learn more: https://t.co/I2fgQ6Zpdp

[Ray Dalio @RayDalio]

Everything from the smallest subatomic particle to the entire galaxy is evolving. While everything apparently dies or disappears in time, the truth is that it all just gets reconfigured in evolving forms. Remember that energy can’t be destroyed—it can only be reconfigured. So the same stuff is continuously falling apart and coalescing in different forms. The force behind that is evolution. #principleoftheday

[Kalu Aja @FinPlanKaluAja1]

Nigeria Real GDP Growth (2000–2026)

High Growth Era (2000–2014): Average ~7%.
Peak years hit 15% (2002) and 8% (2009–2010).

Slowdown & Recession (2015–2020):
2016: –1.6%
2020: –1.8%

Recovery Phase (2021–2026):
Growth has improved to 3–4%, reaching 4.1% in 2026 (projected).

Summary

The economy has recovered from the recessions, but growth remains well below the strong 2000–2014 average.

Oil still matters, but oil production levels and non-oil performance now play bigger roles.

[Ray Dalio @RayDalio]

Many of you have asked about how I've learned to deal with setbacks, so I’m sharing a list of principles that have helped me over the years. #principleoftheday

[Reuters Business @ReutersBiz]

US stocks closed lower as the Dow and S&P 500 dipped and the Nasdaq fell about a third of a percent, with rising crude prices fueling inflation concerns https://t.co/QU28U59Cap

[Bloomberg @business]

Trump has made sweeping new demands on Iran as negotiations to reopen the Strait of Hormuz continue: Here is your Evening Briefing. https://t.co/pj22zRMeev

[Reuters @Reuters]

China July factory-gate inflation eases to 3-month low, CPI slows https://t.co/Qhh6FZg5sH https://t.co/Qhh6FZg5sH

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $2.8 trillion added to the US stock market this week.

[Reuters @Reuters]

US job growth likely picked up in July, offering reassurance that the labor market remained resilient, allowing the Federal Reserve to maintain its focus on inflation https://t.co/mnGyxWmf0p

[Reuters Business @ReutersBiz]

The Dow, S&P 500 and Nasdaq ended lower as investors digested earnings and looked for signs of progress toward a US-Iran peace deal https://t.co/s18HrV0S3k

[Ray Dalio @RayDalio]

While it might be tempting to limit transparency to the things that can't hurt you, it is especially important to share the things that are most difficult to share, because if you don't share them you will lose the trust and partnership of the people you are not sharing with. So, when faced with the decision to share the hardest things, the question should not be whether to share but how. #principleoftheday

[Peter Schiff @PeterSchiff]

The 30-year Treasury yield is above 5.2% for the first time in twenty years. Warsh is afraid to raise rates due to the adverse consequences for markets & the economy. But his failure to raise rates will have similar consequences. We’re damned if he does and damned if he doesn’t.

[CNBC @CNBC]

Samsung Electronics extended its record run with second-quarter operating profit topping analysts’ estimates, as robust artificial intelligence demand continued to drive growth in its memory chip business.

Shares of Samsung were trading up 1.6% early Thursday.

Click here to read more: https://t.co/2HeU0JUj0D