The Passive Income Guy
@hazelwood_dave
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Building passive income in South Africa. See pinned tweet for details on how to subscribe to my INSIGHTS newsletter. My opinions are not financial advice.
Cape Town
Joined July 2018
First INSIGHTS newsletter for 2024 goes out on 7 January. Subscription options below👇
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OK, here's a better explanation for why bond yields have softened (at least in the short term).
Because the PPI components that feed into the PCE index (financial and healthcare services) were soft in January, the core PCE index is estimated to print well below the big 0.45% increase in the CPI A 0.27% increase in core PCE for Jan would drop the Y/Y rate to 2.6% from 2.8%
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Happy Reciprocal Tariff Day to those who celebrate.
THREE GREAT WEEKS, PERHAPS THE BEST EVER, BUT TODAY IS THE BIG ONE: RECIPROCAL TARIFFS!!! MAKE AMERICA GREAT AGAIN!!! Donald Trump Truth Social Post 06:46 AM EST 02/13/25
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BREAKING: Rand Water warns Gauteng metros of possible system collapse.
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I think stock markets in general aren't greatly overpriced, but there's a speculative element that will eventually pop & add a deflationary impulse. That might be what the US-long bond yield is saying (weak spike after strong CPI & PPI numbers).
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RT @TruthSayer000: @hazelwood_dave Data / interpretation error. Check SA2035 bond - yield movement similar to that of rest of world ytd. Re…
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@TruthSayer000 thanks, interesting. By coincidence, I think it also corresponded with Trump's first comments on South Africa, so confusing.
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@goncalovalue1 @Mercedarians China, the world's biggest car market, is well on their way to phase out ICE. In UK & EU, sale of ICE is banned from 2030 to 2035. Unless these deadlines are shifted, demand drops. Oil is different, because used in legacy cars for many years, not just new cars.
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@goncalovalue1 @Mercedarians with autocats, the majority of PGM demand, being phased out, how sure can we be that it's cyclical and not structural?
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Great results from Caxton. Share is dirt cheap, but earnings UP by between 9% & 15%. I've been saying for a long time that this is a no-brainer.
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The South African government is playing with fire. SA has one of the biggest debt loads in emerging markets. If our bond market weakens substantially, it will put massive strain on government finances.
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This is probably going to happen to the SA delegations too. Why are we wasting taxpayer money?
All 13 Canadian state leaders made the grand trip to the White House, only to be deemed important enough to meet...the deputy chief of staff. Absolute humiliation.Â
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This is probably why oil is falling. And it can't be good for palladium either.
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RT @AVV8888: @hazelwood_dave It does look like the late 90s when they were in the market - give you that .... Optically its between two rai…
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RT @PhumlaniMMajozi: Part 2 of my speech on Mario Nawfal’s space last night. The land thing is used by leftists to divide South Africans.…
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Sasol. Read so many obituaries yesterday (it's doomed etc etc), then the share stormed back to close the day green. Today up almost 6%. Classic case of narrative following price.
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