Nick Rogers

Fund & Portfolio Manager. Passionate about SA and what is driving the markets. Views not my own.

[Nick Rogers @nickjrog]

@Manu_Sisti @docSaraLin Asset

[Race @multiplanet1]

Elon Musk's first wife once described what it's like to watch him fail.

She said he doesn't react the way normal people react. When a rocket explodes, most people in the room go silent. Some cry. Some start calculating the financial damage.

Musk pulls out his phone and starts making calls. Not emotional calls. Engineering calls. "What failed. When can we fix it. When's the next launch." His voice doesn't change. His face doesn't change. The rocket that just cost $60 million is already in the past. The next one is all that exists.

She said it was the most unsettling thing she'd ever witnessed. Not because he was cold. Because he genuinely wasn't affected. The failure didn't register as failure. It registered as data. An experiment that produced results. Results that inform the next experiment.

This is why he wins. Not because he doesn't fail. He fails more spectacularly than anyone in history. He wins because failure occupies zero psychological space. It enters as data and exits as action.

Most people lose not because they fail but because they spend weeks processing the failure before acting again. Musk spends zero seconds. The gap between failure and next attempt is a phone call.

[Nick Rogers @nickjrog]

@tyromper The Gods Must be Crazy, a timeless classic.

[Nick Rogers @nickjrog]

@u2songs U2 still delivering!!

[Ed Conway @EdConwaySky]

📽️Donald Trump wants you to know he's targeting Venezuela because of illegal drugs.
But what if this were really about something else altogether...?
Dig into the murky world of crude oil refining and you find another, even more intriguing explanation...
Full primer 👇

[HarvardHouseGroup @_hhgroup]

Rare earth elements are found in trace amounts within other mineral ores. These elements are crucial for technological advancement.
In this article, Nick Rogers delve into the strategic importance of REEs, focusing on Neodymium.
Read more https://t.co/pHrpB0c24j
#wealthpool

[Nick Rogers @nickjrog]

@JavierBlas + Rare Earths

[Nick Rogers @nickjrog]

@MolecularLab_ 116

[Charlie Bilello @charliebilello]

Gold now accounts for over 20 % of global central bank reserves, the highest share we've seen in nearly three decades.

[Nick Rogers @nickjrog]

@craigbrockie @DrJackKruse Light

[SA Reserve Bank @SAReserveBank]

Chart of the week on South Africa’s bond yield shift

[Craig Shapiro @ces921]

I believe the Fed refers to this as "well-anchored" inflation expectations

[Scoop 🐻 ☕️ @Rugby_Scoop]

Give him his flowers

[Schalk Louw | Mr Louwcal 🇿🇦 @SchalkLouw]

With August behind us, it's still very much a risk-on environment (for now). #MSCI #SouthAfrica #ETF moved into top10, top-performing countries among all #country ETFs measured in USD for 2025. With a whopping 39%! #Greece still leads, while #SaudiArabia holds the last position.

[Schalk Louw | Mr Louwcal 🇿🇦 @SchalkLouw]

A Little Friday Fun Fact:

If you had invested in the S&P 500 exactly 5 years ago, your investment would be worth 113% more today in rand terms. Over the same five-year period, an investment in the FTSE/JSE All Share Index would have delivered a total return of 120%.

$JALSH $SPX

[Nick Rogers @nickjrog]

@DilBradly Datatec definitely has value unlock potential ... IOCO also buying back shares and +300% since last year lows.

[HarvardHouseGroup @_hhgroup]

India is now the largest importer of Russian oil and defense products.
Nick Rogers takes a high-level look at the Indian oil story, their defense spending & other factors which may be at play as Geo-Politics dominates the global narrative.
Read more https://t.co/OtTRyMYlwh

[Nick Rogers @nickjrog]

@EdConwaySky @SkyNews Have a look at Russian arms exports too - India the largest.

[litquidity @litcapital]

President Trump flying a B-2 stealth bomber over Vladimir Putin’s head is an insane flex

[Nick Rogers @nickjrog]

@MaxduPreez I'd far rather it's the US than Iran, Russia and Dubai.