Henk Lindeque

[Henk Lindeque @hsklindeque]

@SammyKoppelman Run fast..run far

[Henk Lindeque @hsklindeque]

@kalliekriel Dankie dat julle uitreik en ons toekoms bou.

[Lisa Abramowicz @lisaabramowicz1]

US economic data keeps surprising to the upside, while European data keeps surprising to the downside. That gap just keeps growing, according to Bloomberg economic surprise indexes.

[Henk Lindeque @hsklindeque]

@madaboutmarkets Exactly...cost of capital and risk concepts seem to not be understood in SA at all...

[Piet le Roux @pietleroux]

For 100 million South African Rand: which country recently made it illegal to employ more than 4% white male electricians per company?

[Brew Markets @brewmarkets]

Q1 earnings season officially kicks off today.

[Hidden Monopolies @HiddenMonopoly]

A new piece from Michael Maubboussin just came out !

[Henk Lindeque @hsklindeque]

@paulswaney3 Great resource, thanks for sharing

[Quant Science @quantscience_]

🚨 Introducing Goldman Sachs GS-Quant

A Python quant toolkit made by Goldman Sachs.

This is what you need to know: (a thread 🧵)

[Lisa Abramowicz @lisaabramowicz1]

Tech bonds are getting hit hard of late as debt traders start wondering if they're getting left with the bill for the stock market's enthusiasm. Oracle's $3.5 billion of 30-year debt issued in September has cratered by 8% from the October peak.

[Mr. VIX @yieldsearcher]

For those not familiar to credit, here is some reference:

Implied default prob (over 5Y) for CDS:
- 50bp: 4%
- 100: 8% (ORCL)
- 200: 16%
- 300: 23%
- 400: 29%
- 500: 35%
- 600: 40% (CRWV)
- 700: 45%

Compare this to:
BBB cash spread: ~110bp
BB: ~175
B: ~290
CCC: ~640

[Earnings Whispers @eWhispers]

#earnings for the week of November 17, 2025

https://t.co/My2Eq16qS8

$NVDA $PANW $BULL $TGT $HD $VEEV $WMT $BIDU $CPRT $ZIM $TCOM $GAP $ARBE $AS $ESTC $FUTU $BRBR $XPEV $WIX $PDD $NJR $CPA $BJ $LOW $TJX $BLSH $SCVL $JHX $JKS $KLAR $UGI $ZTO $NNOX $ROAD $TBBB $JACK $HI $HP $GLAD $CRNC $BV $CAN $ALLT $INTU $ROST $MDT $ACM $WSM $CCIF $CRGO

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Info Tech & Financials are responsible for 101% of SPX EPS growth YoY (Q3)

[Henk Lindeque @hsklindeque]

@TheKiffness @RenaldoGouws @News24 A diversity consultant, an innovation catalyst and a professor in applied ethics walk into a bar....

[Henk Lindeque @hsklindeque]

@madaboutmarkets How can the SARB create jobs? It's created by private enterprise when barriers ( like BEE, restrictive labour law) is removed, and an economic environment for growth is created. None of which exists in SA currently

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

PE is lost

https://t.co/Lf7D6tqtzW

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

BlackRock's Big Calls for August

[Hidden Monopolies @HiddenMonopoly]

Every investor should read this book.