Spring

I decree and declare that the rest of my days shall be the best of my days..

[Spring @sbusisonene]

@Brian35911552 @msmonakhisi 😄 time will tell. What i know is that stand alone houses are at risk. You go in holiday for a week, they come occupy it. And once they in, it is difficult to move them out.

[Dr Criselda Kananda @positivegp]

So this is a @JacintaNgobese problem? South Africans live in constant fear and under terror! Stop allocating resources to fight your own citizens, protect us from the infiltration.

[Spring @sbusisonene]

@MmusiMaimane You lost credibility. You being makes no difference. Politicians are all the same.

[Igor Buinevici @Igor_Buinevici]

Did you know that there are multiple levels of business strategy:

Corporate level, business level, functional level, and operational level strategies.

Every business leader needs to understand these different levels.

[Igor Buinevici @Igor_Buinevici]

9 out of 10 companies don’t hit their goals:

Want to know how the remaining 10% manage to do that?

There is a great framework that can help here.

It is called the McKinsey 7S Model.

[David (TalkingCents) @talkcentss]

𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮 𝗥𝗲𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗔𝗹𝗲𝗿𝘁 🚨

Total employment has fallen from
10.9 million to 10.6 million (rounded), 𝘀𝗵𝗲𝗱𝗱𝗶𝗻𝗴 𝟮𝟯𝟱,𝟬𝟬𝟬 𝗷𝗼𝗯𝘀 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟯 - 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟰.

Source: Stats Sa
___________________________

𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮 𝗘𝗰𝗼𝗻𝗼𝗺𝘆

During the same period, the 𝗲𝗰𝗼𝗻𝗼𝗺𝘆 𝗵𝗮𝘀 𝘀𝗹𝗼𝘄𝗲𝗱 𝗮𝗻𝗱 𝗶𝘀 in/𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗿𝗲𝗰𝗲𝘀𝘀𝗶𝗼𝗻.

2023 (Q3) was negative. 🔴
2023 (Q4) was positive 🟢
2024 (Q1) was negative.🔴

𝗧𝗵𝗲 𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮𝗻 𝗥𝗮𝗻𝗱

Since the start of 2024, the ZAR is marginally stronger, floating between R18 (strength) and R19 (weakness) zones.

I find it quite concerning that the ZAR has been strengthening on the back of a slow down, which the data is starting to reflect.

This has been the aim of rising interest rates, in my view. To contract the economy and to cause demand destruction, at the expense of the working class.

Asset returns are coming off the blood and sweat of the working class and this will play into politics, and this is what i think we have been seeing.

Without improved economics, this will only be a cyclical play in the ZAR to squeeze out yield. Again, asset holders will benefit while the majority will feel the effects of a slowdown.

Let me end this off by reminding you, that under this regime policy - it is profits before people - and the ZAR trying to strengthen is telling you that.

[David (TalkingCents) @talkcentss]

𝗚𝗗𝗣 𝗚𝗿𝗼𝘄𝘁𝗵 𝗥𝗮𝘁𝗲𝘀 ( 2024 )

South Africa’s Economy avoids recession

📍2024 (Q1) = ( -0.1% ) 🔴
📍2024 (Q2) = +0.4% 🟢

[Nicolas Boucher @BoucherNicolas]

Do you agree with this?

[Interesting STEM @InterestingSTEM]

SWOT Analysis

[David (TalkingCents) @talkcentss]

𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗚𝗗𝗣

Here are the 𝗿𝗲𝗮𝗹 𝗚𝗗𝗣 𝗴𝗿𝗼𝘄𝘁𝗵 𝗿𝗮𝘁𝗲𝘀 for each respective president’s tenure:

𝗖𝘆𝗿𝗶𝗹 𝗥𝗮𝗺𝗮𝗽𝗵𝗼𝘀𝗮:

🇿🇦2023 = 𝟬.𝟵𝟯% ( 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 ) 🟢
🇿🇦2022 = 𝟭.𝟵𝟭% 🟢
🇿🇦2021 = 𝟰.𝟵𝟭% 🟢
🇿🇦2020 = ( -𝟲.𝟯𝟰% ) 🔴
🇿🇦2019 = 𝟬.𝟯𝟬% 🟢

- - - - - - - - - -
🇿🇦2018 = 𝟭.𝟰𝟵% 🟢
- -
𝗝𝗮𝗰𝗼𝗯 𝗭𝘂𝗺𝗮:

🇿🇦2017 = 𝟭.𝟭𝟲% 🟢
🇿🇦2016 = 𝟬.𝟲𝟲% 🟢
🇿🇦2015 = 𝟭.𝟯𝟮% 🟢
🇿🇦2014 = 𝟭.𝟰𝟭% 🟢
🇿🇦2013 = 𝟮.𝟰𝟵% 🟢
🇿🇦2012 = 𝟮.𝟰% 🟢
🇿🇦2011 = 𝟯.𝟭𝟳% 🟢
🇿🇦2010 = 𝟯.𝟬𝟰% 🟢

- - - - - - -
🇿🇦2009 = ( -𝟭.𝟱𝟰% ) 🔴
- - - - -
𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁
- - -
🇿🇦2008 = 𝟯.𝟭𝟵% 🟢
- - - - - - - - -
𝗧𝗵𝗮𝗯𝗼 𝗠𝗯𝗲𝗸𝗶:

🇿🇦2007 = 𝟱.𝟯𝟲% 🟢
🇿🇦2006 = 𝟱.𝟲% 🟢
🇿🇦2005 = 𝟱.𝟮𝟴% 🟢
🇿🇦2004 = 𝟰.𝟱𝟱% 🟢
🇿🇦2003 = 𝟮.𝟵𝟱% 🟢
🇿🇦2002 = 𝟯.𝟳% 🟢
🇿🇦2001 = 𝟮.𝟳% 🟢
🇿🇦2000 = 𝟰.𝟮% 🟢

- - - - - -
🇿🇦1999 = 𝟮.𝟰% 🟢
- - - - - -
𝗡𝗲𝗹𝘀𝗼𝗻 𝗠𝗮𝗻𝗱𝗲𝗹𝗮:

🇿🇦1998 = 0.5% 🟢
🇿🇦1997 = 2.6% 🟢
🇿🇦1996 = 4.3% 🟢
🇿🇦1995 = 3.10% 🟢
🇿🇦1994 = 3.2 % 🟢

——————
🔸1993 = 1.23% 🟢
🔸1992 = ( -2.14% ) 🔴
🔸1991 = ( -1.02% ) 🔴
🔸1990 = ( - 0.32% ) 🔴

[Nedbank @Nedbank]

Join Nedbank and enjoy tailored benefits for your growing business. Get access to world-class digital channels, tailored credit and a dedicated relationship banker. Plus get 20% discount on your POS device. #BuildingUp

[TK_Nala @NalaThokozane]

This dude applauds the Zulu nation's solidarity in backing Msweli's work to combat poverty, and he urges other tribes, particularly the Xhosas, not to force comparison where it does not belong.

Intelligent young man.

[Africa Research Desk @MightiJamie]

Are you paying attention?

European private companies and Governments are being given control and ownership of the South African energy market.

The IPP agenda is fully underway.

[Cindy Dube 🧚🏻‍♂️🧚🏼‍♀️ @cindydubee]

I captured it SO PERFECTLY!!!

[avant prime @avantprime_]

You can trust us with your money

Kaizer Chiefs Malema Menlyn Mall of Africa Khune Springboks HE IS HIM #RWCFinal    #RWC2023    Betway Nigerians #idolsSA #GoBokke Xavi Mthethwa Khosi mbalula mama joy Joburg pride cellular #CeasefireNOW #RSAvsNZL all blacks

[David (TalkingCents) @talkcentss]

9/ Summary

Since 2018, South Africa has stagnated and gone backwards.

From the data above,

there is only one captain steering this ship, and it is sinking under his watch.

[Spring @sbusisonene]

@ViciousVideos Stupid

[Sahil Sharma @sahil_vi]

A note on one of the most difficult topic of investing

Valuation

[Rajat Soni, CFA @Rajatsoni]

Banks make BILLIONS each year from people who don't understand how credit cards work.

Stop letting them take advantage of you.

Here's a breakdown of how credit cards work: