Ritchie

Trader / Analyst, JHB 🇿🇦

[Alexander Stahel 🌻 @BurggrabenH]

Ah, the Great Copper Deficit™…

…just around the corner. Where it has been for as long as I can remember.

#copper

[Luke Kawa @LJKawa]

JPMorgan’s commodities team:

“For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”

[Brett Gibbs @OilandGibbs]

Front month US soybean oil is now cheaper than wholesale diesel for the first time since 2019...

[Friedrich Nietzsche Notebook @QuoteNietzsche]

nietzsche..

man.

[Michael A. Arouet @MichaelAArouet]

Accurate

[Infinite Books @infinitebooks]

C. S. Lewis, advice to a young writer

[Wide Awake Media @wideawake_media]

Matt Ridley, The Economist's ex-science editor, comprehensively deconstructs the climate agenda:

"We know that in the medieval period, it was warmer than today... So we're not in a period of unprecedented warmth."

"We're not in a period of unprecedentedly fast warmth. We're not in a period of increasing extreme weather, floods, droughts, storms."

"The carbon dioxide we're putting in the air is having a very measurable effect that's beneficial... And that is global greening."

"There is more green vegetation on the planet now, compared with the 1980s, equivalent to a continent the size of North America... And that's because carbon dioxide is plant food."

Credit: @mattwridley @triggerpod

[Istra of Glome @byistra]

C.S. Lewis on friendship. Absolutely spot on.

[Ritchie @ritchieluke]

@JamesMelville The economics of starting a war to mine for Lithium which is oversupplied is quite a stretch. More supply would mean even more price pressure; I’d imagine you are not aware of the 90% centile cost floor? But, don’t let the market fundementals get in the way of your conspiracy!

[Joanne Baynham CA (SA), CFA ® @madaboutmarkets]

This a very good article on how much one needs in retirement for different budget levels . It also highlights just how important tax planning is , as it has a huge bearing on your capital needs .

[Wandile Sihlobo @WandileSihlobo]

South Africa’s agriculture economy is booming

[Tennis Connected @TennisConnected]

ATP Tour and WTA 2025 Schedule for Monday May 19: Hamburg, Geneva, Strasburg and Rabat.

LINK: https://t.co/Cl0XX0UewV

[Matt Ridley @mattwridley]

Why do I get the feeling that the failure to diagnose the precise cause of the Iberian power cut is because they don't like the message it sends about Unreliables being...unreliable.

[Tim Noakes @ProfTimNoakes]

The man who really understood was Sir Arthur Conan Doyle, medical doctor who served in South Africa during the Anglo-Boer War; author of The Great Boer War and also The Remedy https://t.co/zQrgK0mlCA.
In his foreword to The Great Boer War, Doyle wrote this:
"Take a community of Dutchmen of the type of those who defended themselves for fifty years against all the power of Spain at a time when Spain was the greatest power in the world. Intermix with them a strain of those inflexible French Huguenots who gave up home and fortune and left their country for ever at the time of the revocation of the Edict of Nantes. The product must obviously be one of the most rugged, virile, unconquerable races ever seen upon earth. Take this formidable people and train them for seven generations in constant warfare against savage men and ferocious beasts, in circumstances under which no weakling could survive, place them so that they acquire exceptional skill with weapons and in horsemanship, give them a country which is eminently suited to the tactics of the huntsman, the marksman, and the rider. Then, finally, put a finer temper upon their military qualities by a dour fatalistic Old Testament religion and an ardent and consuming patriotism. Combine all these qualities and all these impulses in one individual, and you have the modern Boer—the most formidable antagonist who ever crossed the path of Imperial Britain. Our military history has largely consisted in our conflicts with France, but Napoleon and all his veterans have never treated us so roughly as these hard-bitten farmers with their ancient theology and their inconveniently modern rifles.
Look at the map of South Africa, and there, in the very centre of the British possessions, like the stone in a peach, lies the great stretch of the two republics, a mighty domain for so small a people. How came they there? Who are these Teutonic folk who have burrowed so deeply into Africa? It is a twice-told tale, and yet it must be told once again if this story is to have even the most superficial of introductions. No one can know or appreciate the Boer who does not know his past, for he is what his past has made him".
Approach with caution if you plan to harm South Africa 🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦🇿🇦
@Rolandschoeman

[Ritchie @ritchieluke]

@TimesLIVE This has to be parody? Outcomes-based education failed students!

[Ritchie @ritchieluke]

@uMarhobane Out of interest, what was the ruling in 2022?

[Dawie Scholtz @DawieScholtz]

Massive shadow income tax hike taking place as well. Disastrous. Regressive. (especially combined with VAT hike)

They have to cut expenditure or somehow trigger growth. We’re in deep trouble.

[Henry Shevlin @dioscuri]

Teaching ethics to undergrads in 2025 is bizarre, because:
(1) They insist morality is entirely relative and culturally constructed...
(2) ...while simultaneously holding unshakeable ethical convictions and viewing disagreement as moral monstrosity.

[Mark Barnes @mark_barnes56]

Jo’burg - down but not out …

[Kallie Kriel @kalliekriel]

This opinion piece by William Gumede in the Sunday Times is a must-read. The irresponsible policies and actions of ANC leaders mentioned in the piece are precisely why @afriforum, the Solidarity Movement, and @solidariteit must do everything possible to prevent ANC leaders from continuing to gamble with the future of South Africa and its people.
https://t.co/1O2NjhwpEp