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24-DEC-2010 :: Rich Podcast 24th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U I thank #AlJazeera for the Interview on Cote
D'Ivoire #Cocoa The Financial Times Kenya Special
http:///eL6hdW The World Bank Kenya Economic Update KEU3 The
Tipping Point http:///exqFwJ #Mindspeak 2010 RICH TV
http:///1mPS6v Mobile Telephony is Africa's Silver Bullet
http:///a8GCDI Finch Hatton's #Tsavo http:///dJP1Vz
Elephants Tsavo Dusk http:///fs8sKo North Korea threatens
nuclear 'holy war' third such show of force this week by South Korea
North Korean 'to begin a holy war at any moment necessary based on
nuclear deterrent' Zar 6.7384 new 3 Year Highs Yen 82.90 Aussie
1.0042 stop-loss hunting #^DJIA Highest close since August 2008
“Giving Trees” #Crude $91.41 October 2008 High COCOA 3020 SB.H11.E
Mar 2011 33.98 Countries warn Ivory Coast Betty E. King BCEAO Gives
Ouattara Access to Reserves #Cote D'Ivoire #China says booming trade
with #Africa is transforming continent two-way trade with Africa
increased by nearly 45% in a year to hit a record $114.81bn In 1992
two-way trade between China and #Africa stood at just $1bn Supply
fears cloud Kenya govt bond market It is murky waters basically
government said it had raised its domestic borrowing target for this
fiscal year ending next June by 14 percent to 120 billion shillings
primary auction yields coming in 100-150 basis points above the
secondary rates "These are bad results. By a stroke of the result of
the 15-year, I believe the market has lost close to 20 billion
shillings," he said.
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23-DEC-2010 :: Rich Podcast 23rd December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U #Mindspeak RICH TV http:///1mPS6v The
Political Power of Social Media Joseph Estrada January 20 he was gone
Estrada blamed "the text-messaging generation" for his downfall seven
million text messages were sent that week networked population has
grown from the low millions to the low billions communications
landscape gets denser more complex and more participatory The
instrumental view weaponize social media The Environmental View
Opinions are first transmitted by the media, and then they get echoed
by friends, family members, and colleagues. It is in this second,
social step that political opinions are formed.
Access to #information is far less important, politically, than access
to conversation condition of shared awareness there can be no modern
economy without working phones #Aussie 1.0031 Swissie Surge #Yen 82.89
Repatriation ? #^DJIA 2Yr+ High Nasdaq 3 Year Closing High #Crude -oil
futures settled above $90 a barrel first time since October 2008
#Coffee at 13 Year Highs #Sugar above 33cents #Uganda feared #Kenya PM
backlash #Aljazeera #Malawi inflation at its lowest level since
record-keeping started Lagos, is said by locals to have produced
more films than there are stars in the #sky #Kenya port volume up 12
pct in first nine mths of 2010 Kenya For the 15-year bonds, it was
10.923% up from 9.980%
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22-DEC-2010 :: Rich Podcast 22nd December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Macro Thoughts Watching #Coffee #Breakfast
Commodity Complex Applause for North #Korea 's restraint People's
Daily the role of agent #provocateur scale of mechanised assets taking
place is enormous.South Korea #Live Drill Seoul Response The Hermit
Kingdom The #Star
http:///gzglrT Korean #Won 1151.90 Yen 83.66 #Euro 1.3137 Euro
fell Tuesday to a record low against the Swiss franc Euro #Portugal
#Greece on Downgrade Watch #Crude $90.21 2 Year High Trader Holds $3
Billion of Copper $4.2705 per pound #COFFEE Mar 2011 233.85 +4.37%
boils over #Sugar 33.02 UN chief warns of 'real risk' of Ivory Coast
civil war "I won the election with 51.45% of vote," he said Gbagbo
Ivory Coast Eurobond bid 44.25 cents on the dollar for the notes due
December 2032 South #Africa All Share at 30 Month Closing high
+15.893% 2010 #Ghana All Share +28.966% 2010 “These coins were carried
only by envoys of the emperor, Chengzu.” Malindi Chinese Muslim eunuch
Zheng He Malindi the epicenter of the likely trade between the region
and China China-Africa soft-power story The Star Lamu China Tourism
August 30 http:///9wRsqt Lamu Mosque Twitpic
http://www.twitpic.com/2rerhl #Kenya says Q3 GDP growth at 6.1%
year/year place is beginning to hum big grass roots stimulus Kenya
Power & Lighting Co. Ltd. KPLC rights issue closes today Kenya
Economic Update The #Tipping Point http:///exqFwJ
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21-DEC-2010 :: Rich Podcast 21st December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Tsavo Google Image Search http:///hXOQaB
China’s Wang Says ‘Concrete Action’ Taken on EU Debt EU is China’s
largest trade partner and China is the EU’s second-biggest export
market, with bilateral trade increasing 33.1% in the 11 months through
November from a year earlier to $433.88 billion. 10 Biggest #Africa
Stories of 2010 Alexis Okeowo #worldcup South Africa spent a bundle on
stadiums, but World Cup will pay off CS Monitor http:///atbEkq
Twitpic http://www.twitpic.com/21fhlc #Euro was back stopped by
#China at 1.1760 South Korean Won 1152.90 last #Euro fell below 1.31
yesterday below its 200 Day Moving Average 1.3161 Last Seoul shares
hit 38-mth high The World’s Most Expensive Noodles? A $324 bowl of
beef noodles at Niu Ba Ba in Taipei The #Breakfast #Commodity #Index
COCOA CC.H11.E Mar 2011 (E) 2953 Laurent Gbagbo cutting off food
and medical help Alassane Ouattara “Some have been found dead in
questionable circumstances.” “We’ve begun a great fight, and Laurent
Gbagbo is at its core — a fight for respect and independence, to show
them that Côte d’Ivoire is not some subprefecture in France.” Riots
reported in #Tunisia city this is only the begining!!!"@youtor_KHAN
Nairobi ^NSE20 +34.649% 2010 -7.227% off 2010 High #Ocampo6 #Africa
Confidential leaves an open question about
Kibaki Explosion in #Kenya capital #AlJazeera Asymettric World and
President Yoweri and his Brother Salim Saleh Europe airport shutdowns
hit #Kenya When #Europe sneezes We get a Cold http:///az7VFf
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20-DEC-2010 :: Rich Podcast 20th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Economic Impact #Kenya Officials linked to
Post-election Violence #CNBC http:///dFlYWe Firing Drill
Increases Tensions in Korea Yeonpyeong Island The #Hermit Kingdom The
#Star http:///gzglrT "Time has come for us to revenge."
President Mugabe Aljazeera warned UK and US firms that "unless you
remove sanctions, we will take 100 per cent" “The first sound they’ll
hear is their heads hitting the floor.” Hank Paulson South #Korea
Imposes Bank Levy to Reduce #Volatility 20 basis-point levy
non-deposit foreign-currency liabilities The won fell 1.2 percent to
1,166.50 now 1153.60 ^KOSPI -0.9% 2008.14 #Euro 1.3157 another blow to
the euro came with Moody’s five notch downgrade of Ireland’s credit
ratings Desserts That Go Zing Brûléed grapefruit #Coffee 225.25
#Sugar 32.50 - Multi Year Highs The #Breakfast Index Euro-zone
troubles a ‘wake up call’ for Africa Marketwatch cult status in money
matters UN troops ordered to leave Ivory Coast Wikileaks president
'stashed $9bn in UK banks "Ocampo suggested if Bashir's stash of money
were disclosed change Sudanese public opinion from him being a
'crusader' to that of a thief" #Ghana All share +33.829% 2010 South
#Africa All Share +14.3316% 2010 #Egypt ^EGX30 +10.9375% 2010 #Nigeria
All Share +17.3668% 2010 #Nairobi All Share +34.181% 2010 One eminent
scholar, for example, characterised the African state as “suspended in
midair above society.” Ethnicity and patronage provided the tethers
preventing these “states” from drifting away; donor
funding and blackmarket economies acted as vital conduits allowing
them to remain afloat.
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17-DEC-2010 :: Rich Podacst 17th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U I shall wear White Flannel Trousers and walk upon
the #Beach The #revolution will be #live Gill Scott-Heron
http:///i0llk8 #battlefield reads like a resistance movement to
the appropriation of #information technology by the power elites
Nomad information-technology guerrillas are already deployed Netwar is
a go. And don't forget the condoms a planned road-rail network linking
#China to the Persian Gulf “A #revolution is not a dinner party”
#Mao Zedong it is “an insurrection, an act of violence.” Euro 1.3304
Rand 6.7505 [6.61 Objective] Luxury Flying High 40% sales #premium
brand companies emerging market #consumer 192m migrants sent
remittances totalling $316 billion Mike Tyson’s abandoned mansion
somewhere in #Ohio #Photo Booth Gold 1375.44 Silver December 2010 INO
28.757 -0.468 (-1.60%) - Yesterday Cocoa March 2011 3003 Contract High
3477 keeping an Eye on the Ivory Coast Farmland a Hot Commodity just
gotten sexy lately The Farmers will drive the Ferraris
http:///b7fbfU Ivory Coast violence leaves 18 dead stray
rocket-propelled grenade hit US Embassy Perimeter Wall #Nigeria #Naira
154.205 set to test 12 month Low not a single SADC country other than
little Mauritius in the Indian Ocean—is deemed “free” by Freedom House
Fighting for the TFG 15-year-old Ahmed Hassan listens to the radio in
his room in #Mogadishu #Somalia #Photo Booth #Kenya Public Debt Sh1.3
trillion Debt to GDP 52% national debt grew by Sh241 billion (22.9 per
cent) in the 15 months to September this year Access Kenya issues FY
Profits Warning
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16-DEC-2010 :: Rich Podacst 16th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Very Whippy of late QE2 being offset by the Spike
US Bond Yields Should US South Korea disregard our repeated warnings
to unleash #war what it is like to fight nuclear war on their own
land." North Korean heir-apparent Kim Jong-eun first thermonuclear
exchange ever fought on the spaceship Earth S. Korean #Won USD/KRW
1151.80 Euro 1.3254 Last Prefer to be testing this from the Long Euro
side but You need to watch the US Bond Market benchmark 10-year note's
yield touched 3.563% #Twitter Gets $3.7 Billion Value 175 million
registered users There is a New c21st Ecosystem out there and Twitter
has a Big Piece
of the Real Estate Not a Bad #World Is It?, 1984. © Ed Ruscha Crude
8899 Gold 1386.05 WSJ speculating #Armajaro has released #Cocoa Stock
into #Christmas Delivery Cocoa +1.29% 2950 #Sugar crosses 31 cents
Aging #Coffee Stocks Force IntercontinentalExchange to Act WSJ #Africa
#Treasure amid turmoil #Congo has many of the attributes that #Brazil
had They should bust it wide open,” says Aly-Khan Satchu a
Nairobi-based Banker and a torchbearer for recent Afro-optimism
#Nigeria unloads $800m equivalent FX #Naira All Share Index +17.888%
2010 South Africa All Share +14.591% 2010 4.89% off its all time High
2008 Namibia’s Central Bank Reduces Benchmark Rate to 6% Zambia
Eurobond #Nairobi All Share +33.786% 2010 9.896% Correction from 2010
Peak #Shilling 80.614 Ocampo #Kenya The Political Tape turns parabolic
http:///hp0SWd “This is a different kind of case,” Luis
Moreno-Ocampo Kenya For Kenya, this is survival Githongo added, “Kenya
is now a volatile country. The politics are bubbling.'' A lot of
change is happening at the same time. Anything is possible Muthaura
is "the trusted servant" of the president investors will be watching
for the incision to be clean and the boil lanced KenGen has $364.5 mln
for geothermal African Tea Prices Climb to $2.76 a Kilogram
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15-DEC-2010 :: Rich Podcast 15th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U The ICC Live Stream
http://livestream.xs4all.nl/icc5.asx The Mirror of Ink by Jorge Luis
Borges
http://nyr.kr/eXS65s Jets Buzz #Seoul The Hermit Kingdom
http:///gzglrT Wen Heads to India on Heels of Obama With 400
Executives in Tow My #Posse is bigger than yours http:///agk8KF
bilateral commerce, which at $60 billion represents 2 percent of
China’s projected total of $2.8 trillion this year China is India’s
biggest trading partner and India is China’s ninth largest
“China-India relations very fragile and easy to be damaged and
difficult to repair,” Zhang “It needs special care in the information
age.” USD KRW 1156.45 #Euro 1.3308 #Spain on notice from Moody's #Gold
1388.25 Gold is building a base from which to overwhelm the $1,400
level #Crude 88.03 Cocoa The Ivory Coast has yet to be squared
off.Ghana due to begin pumping oil for first time BBC Ghana All Share
+27.709% 2010 http:///clv2QZ #Africa 's social media #revolution
Twitter and YouTube, rank
among the most visited websites in most Africa Africa's 100 million
internet users #Kenya elite on edge "Let me be clear," Moreno-Ocampo
said: "if the suspects do not comply
with the conditions set by the chamber, I will request arrest
warrants." Kenyan firms eye carbon credit
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14-DEC-2010 :: Rich Podcast 14th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U A #Mindspeak Aperitif RICH TV http:///1mPS6v
@Africagathering Business Start Ups Making Ideas Happen
http:///he67J8 I start by playing the Rolling Stones' Start Me
Up http:///eA23yj No Secrets Julian Assange Wikileaks house on
Grettisgata Street Reykjavik The Bunker uncensorable system for
untraceable mass document leaking #Wikileaks to remove content from
WikiLeaks would have to practically dismantle #Internet his spectral
white hair, pallid skin, cool eyes, and expansive forehead The name
Assange is thought to derive from Ah Sang, or Mr. Sang the family had
moved thirty-seven times by the time
Assange was fourteen a powerful cult called the Family—its motto was
“Unseen Unknown and Unheard.”When Assange was eighteen, the two got
married in an unofficial
ceremony Leaks were instrument of information warfare ICC Live Stream
http://livestream.xs4all.nl/icc5.asx Euro surge last 1.3455 “If the
ATM is spitting out $20s, you are more likely to take the money to the
track than the mattress,” Saut Gold 1405.13 Coffee 217.55 S.Africa
eases exchange controls 5 percentage point rise in the amount
institutional investors can take offshore My Objective is 6.61 ZAR
South Africa All Share +14.595% 2010 Ghana All Share +29.145% 2010
Nigeria All Share +16.613% 2010 #Nairobi land dealers nearly double
prices 12 months Kenya to Establish the Nairobi International
Financial Center Slum traders spark big business trend Kenya's "Kadogo
economy," which loosely means low-unit economy Nairobi All share
+34.800% 2010 Wal-Mart could lead corporate #America into Africa
#csmonitor http:///9ASLGt
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09-DEC-2010 :: Rich Podcast 9th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Haller Park Guido Haller ‘Do you think America
should treat China as an equal if its power grows equal to America’s?’
The answer is always no. Then I ask, ‘Do you think China will settle
for anything less than being treated as equal?’ The answer to that is
always no, too. The Nub of the Issue is an Economic One. The United
States is being stretched to breaking Point. It can no longer afford
to Project FSD last Decade Return on its Military Investment is
completely negative US Bonds At the intraday high in 10-year yields,
they were up 30 basis points from Monday, the fastest 2-day
rise since September 2008 Currencies Euro 1.3280 Yen 83.83 most
sensitive to US Bond Yields “I’ve lived my life on the edge of a
crumbling cliff, alert to detect the first rattle of pebbles
announcing the avalanche,” Kazan Frozen orange-juice futures 2007
Highs #Gold 1390.28 $1,430.95 this week Nigeria's $500 million debut
10-year eurobond there will be significant demand Pandit #Nigeria All
share +18.504% 2010 #Naira 151.9 South Africa All share +14.938% 2010
27 Month Highs Kenya could descend back into violence Michael
Ranneberger's cable He said that although "the grip of the old guard
political elite on the levers of state power and resources remains
largely intact,hairline fractures are developing in their edifice
which – if we continue to work them intensively – will develop into
broader fractures and open up the potential for a peaceful process of
implementation of fundamental reforms." BOC Kenya warns here
http:///cjoJLU
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08-DEC-2010 :: Rich Podcast 8th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U Kenya Economic Update KEU Edition 3 The Tipping
Point http:///exqFwJ Financial Times #Kenya Special
http:///eE6lTu Arresting Assange hundreds of mirror sites Its a
New Normal and thats a Fact. Aly-Khan Satchu https://rich.co.ke/
#Euro 1.3217 $ #Yen 83.88 spike South Korean #Won 1143.70 US Bond
Yields Spike Yields on 10-year notes rose 21 basis points, or 0.21%,
to 3.14%. It’s the biggest increase on a closing
basis since mid-2009. US Bond Yields routed 10 Year Blew through 3.00%
touched 3.18% now 3.209% Bidders offered to buy 2.91 times the amount
of debt sold, the lowest
bid-to-cover ratio since February This is hardly the Outcome Bernanke
and QE2 was meant to achieve #Gold reached an intra-day high of
$1,432.50 an ounce an all-time record yesterday Crude 88.47 #COCOA
CC.Z10.E 3068 +0.66% -> The #Chocolate Squeeze Cote D'Ivoire This
Organisation has the Cocoa market in a Real 'pickle'
http://www.armajaro.com/ About 1.6 trillion won ($1.4 billion) worth
sell orders Nov. 11 Deutsche Bank ^kospi United Nations prepares Ivory
Coast staff pullout Reuters Ivory Coast $2.3b Eurobond saw yield rise
above 12% Tuesday pre-vote levels < 10% “ #Africa has a major role to
play in this new world,” Pandit #Citigroup #Ghana All share +30.064%
2010 #Triangle Pattern Chart Break Out South Africa All Share +14.812%
2010 26 Month Closing High Kenya Piracy Haircut Nairobi All Share
+36.48% 2010 8.47% retreat from 2010 High Kenyan Government to
Introduce Price Controls on Fuel Sasini #Tea #Coffee reports FY EPS
+86.956% PE 3.023 http:///fqwRLD
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07-DEC-2010 :: Rich Podcast 7th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U My Weekly Piece for The #Star The Cream always
rises to the Top The
New Age of #Meritocracy http:///fcAVB3 http:///9vrHxU
Africa Awards last Night at the Arboretum
http://www.twitpic.com/3dhot9 Mindspeak was fun today. A chance to
interact with Nairobi's brightest. Alykhansatchu ever thought of
hosting a session outside Nairobi?December 4, 2010 1:28 PM via Twitter
for iPadbobcollymore A soft landing for America 40 years from now?
Don't bet on it So delicate is their ecology of power that, when
things start to go truly bad,
empires regularly unravel with unholy speed #Euro 1.3362 Aussie 0.9928
Rand 6.8636 South Korea Won 1132.30 The Bed of Procrustes Nassim
Nicholas Taleb “Procrastination is the soul rebelling against
entrapment,” he writes. “They are born, then put in a box; they go
home to live in a box; they study by ticking boxes; they go to what is
called ‘work’ in a box, where they sit in their cubicle box; they
drive to the grocery store in a box to buy food in a box; they go to
the gym in a box to sit in a box; they talk about thinking ‘outside
the box’; and when they die they are put in a box,” he writes. “All
boxes, Euclidian, geometrically smooth boxes.” J.P. Morgan Chase & Co
Sitting On A Big Pile Of Copper #Copper Dec 2010 INO 4.004 Live 24
Hour Spot #Gold 1423.08 Silver 30 Year High #Cocoa Dec 2010
http:///h8lCaM 3048 Armajaro cleans up Ivory Coast refers
I.Coast's Ouattara offers jobs to Gbagbo cabinet where will it end?
Ivory Coast Eurobond yields 11.67% from 10%
Ruling party sweeps Egypt's vote EGX 30 Index +8.664% 2010 South
Africa All share +14.418% 2010 Nigeria’s Vanishing Currency Reserves
Add Risk to Eurobond Sale Reserves fell by almost $10 billion to $33.1
billion in the year through Nov. 29 #Nigeria Reserves fell by almost
$10b to $33.b in the year through Nov. 29 Hundreds held over Kenya
attacks Aljazeera #Nairobi #^NSE20 Index 11 Down Days before todays
Open +34.77% 2010 6.972% off 2010 High Eveready reports FY here PE
76.25 now
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06-DEC-2010 :: Rich Podcast 6th December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U http://twitter.com/#search?q=%23mindspeak THE
ROVING EYE Cracks in the wilderness of mirrors no more than 40 people
are helping founder Julian Assange Wikileaks in his own words, in
"State and Terrorist Conspiracies": a #tsunami of leaks as a key
actor/vector in the informational landscape Zbigniew Brzezinski
cablegate is "seeded" with "surprisingly pointed" information "Our
duty at the Foreign Office has been to cover Britain's retreat from
greatness and to prevent that retreat turning into a rout." , “When
people see a strong horse and a weak horse, by nature, they will like
the strong horse.” Bin Laden Ben S. Bernanke said U.S. unemployment
may take five years to fall to a normal level Ben S. Bernanke It’s
very close to the border” #Fed #QE2 We’re not very far from the level
where the economy is not self-sustaining.” printing $600 billion out
of thin air Sarah Palin #Yen 82.83 South #Korea Won 1133.70 #Euro
1.3326 the nasty prospect that the Fed will have to react more #Gold
1413.48 #Crude 8987 COCOA +2.21% Cote 'Ivoire Qatar Shares Surge to
2-Year High on Winning World Cup 2022 Bid Ivory Coast Gbagbo sworn in
I will never give up our sovereignty IMF Cuts South African 2010
Growth Forecast to 3% “There is no silver bullet to try and address
the strength of the rand,” Selassie South Africa All Share +13.409%
Nigeria All share +19.109% Ghana All Share +25.457% Nairobi All Share
+25.9579% 2010 Nakumatt seeks Sh1 billion Land Of #Hope #Time
http:///cBAwvH
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03-DEC-2010 :: Rich Podcast 3rd December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier South Korea’s
New Defense Chief Threatens Air Strikes on North The #Star The
#Hermit Kingdom http:///gzglrT “I will surely use planes. This
is a matter of self-defense.” Whatever is going on inside the White
House, from the outside it looks like moral collapse Krugman all
indications are that the party will have to look elsewhere for the
leadership it needs #WikiLeaks has focussed on “untraceable mass
document leaking” to open up the inner workings of a closed and
complex system #Euro 1.3254 ZAR 6.9128 South #Korea Won 1136.50 from
1150+ ECB was a large buyer in peripheral euro-zone bond markets
Thursday ^DJIA +3.2% Dec Crude prices settled at a two-year high,
rising to $88 a barrel Gold 1390.30 #Cocoa +4.48% Cote D'Ivoire
Cotton +3.99% China’s Bullet Trains almost as much track by 2012 as
the entire rest of the world Alpha Conde Cote d'Ivoire #Singapore Olam
says $200 mln #Nigeria #sugar venture Over the last three decades,
Kenya has seen growth exceed five per cent for three consecutive years
or more only twice UBA Plans to Spend $50 Million in Kenya on
Acquisition Branches Kenya Stocks Drop Ninth Day, Worst Losing Streak
in 1 1/2 Years
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02-DEC-2010 :: Rich Podcast 2nd December 2010 |
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Matters Financial and Geopolitical from the Frontier
http:///x1t2U What is #Mindspeak ?http:///9mhe39 Euro
1.3191 ZAR 6.9512 South Korean Won 1147.70 Standard & Poor's has
placed Portugal's A-minus credit rating on negative credit watch Dow
Industrials , up 249.76 points, or 2.27% to 11255.78.Biggest point and
percentage gain since September 1 All 30 stocks closed up #Gold
1391.65 COTTON CT.Z10.E +4.24% Cote d'Ivoire misses poll deadline
South Sudan's January 9 independence vote in doubt reopen a tender to
print ballot papers Standard Bank Says Profit to Drop as much as 12
percent Price/Earnings12.598 Uganda offers 80 bln shillings of
5-year T-bond A Cardinal Rule of US Policy has been never to apologise
to anyone World Bank Kenya Economic Update Edition 3 #Kenya at a
#Tipping Point ICT Revolution and Mobile Money We have increased our
2010 growth forecast by almost a full percentage point, to 4.9 percent
In 1999 less than 1 in 1000 Kenyan adults had mobile phone service The
World Bank estimates that by end 2010, 15 million Kenyans (3/4 of the
adult population) will use mobile money (see figure 2), transferring
an estimated US$ 7 billion annually (20 percent of GDP) by phone. the
EAC adopted a common market protocol which creates a
free market of more than 130 million people with a combined GDP of
US$72 billion. Within the EAC, Kenya has the strongest economy
contributing 40 percent to EAC’s total GDP call tariff declined Kshs
16.8 per minute 2002 to Kshs 3 per minute 2010 (20 US cents to 4 US
cents)
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01-DEC-2010 :: Rich Podcast 1st December 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U #Mindspeak Saturday 4th December 0930 Bob
Collymore CEO Safaricom We are hoping to be able to Live Stream This
Event Direct to your Mobile Phone. http:///ecZZyP We are
teetering on a Precipice and performing a beautiful Ballet A Rather
Entrepreneurial Night Watchman Martin, This Fellow of Yours turned up
in My Office and said 'Aly-Khan I am the Fixer.' There is a Moment in
The Wizard of Oz when Dorothy lifts the VEIL and
discovers the Wizard is a Pretend Wizard and not the Real Deal ‘Zombie
Economics’ Stalks Planet “Unlike other monsters like werewolves and
vampires, zombies always
come in mobs,” he writes. “Individually, they seem easy enough to
kill, but in a group their strength can be overwhelming.” #Euro 1.3026
last -> 1.1760 Objective ? #China Wild Card below 1.30 1st time since
Sep 15 1.2967 euro has declined 9.3% this year The dollar index rose
to 81.311 from 80.797 on Monday.The index has advanced 5.2% this month
and 4.4% this year. Spanish 10-year government bonds over German bunds
hit 3 full percentage points on Tuesday, the highest since the euro’s
1999 launch South Korea Won 1150.20 #Gold 1391.68 Chinese can buy Gold
ETFs New Highs imminent LME: Trader Holds Up To 80% Of Exchange Copper
Stocks COTTON CT.Z10.E Dec 2010 (E) 126.23 +3.72 +3.03%
#Naspers Earnings +33% Africa’s largest media company DSTV Facebook
via DST TenCent 1-YrReturn30.305 Price/Earnings40.567 Kenya’s Odinga
Backs Cooperation With ICC “We tried to set up a local tribunal, but
members of parliament rejected it,” Odinga said Kenyan y/y inflation
rate rises to 3.84% All about Fuel.
Low Fuel Prices in the National Interest The Star http:///bDKBwv
Kenya eyes international investor for National Bank Aly-Khan Satchu
said “The most valuable currency is not
in your pocket but in your head!”
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30-NOV-2010 :: Rich Podcast 30th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Mindspeak Between the Poles of the Concious and
the Unconcious, there has the Mind made a Swing: Thereon hang all
Beings and all worlds #Kabir China’s gross domestic product expanded
more than 90-fold in the past three decades Teetering Asian dominoes
test #Obama You have a row of dominoes set up you knock over the first
one, and what will happen to the last one is the certainty that it
will go over very quickly. So you could have a beginning of a
disintegration that would have the most profound influences." - Dwight
Eisenhower former US president #WikiLeaks the revolution will be
digitised The euro fell below $1.31 for the first time since Sept. 21
1.3115 last 1156.20 South Korean #Won Spain and Portugal are now at
record wides Gold 1367.75 New All Time Highs before Year End Crude
best finish since Nov. 11 The Perfect Pink 14.23 carat pink #diamond
244 years of auctions only 18 pink diamonds of more than 10 carats (2
grams) have come up for sale Gross domestic product rose 8.9 percent
in the three months through September The wholesale-price inflation
rate was 8.58 percent in October Consumer prices are rising at a pace
near 10 percent, the fastest pace in the Group of 20 nations after
Argentina. $10 billion inflow into rupee debt this year US 'dismayed'
by Egypt election process reports of "irregularities" reports of
election-day interference and intimidation Egypt ^EGX30 +9.7938% 2010
Dollar versus Egyptian Pound INO 1 Year Chart 5.7423
http:///fYDTpr Gaddafi issues warning to #EU over #Africa trade
Africa has other choices Half of #IMF loan to go toward #Kenya FX
reserves Safaricom issues $55.5 mln tranche for 5-yr note
http:///d9amsi Tea Prices have shifted permanently Higher into a
'New Normal'
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29-NOV-2010 :: Rich Podcast 29th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr The Star The Hermit Kingdom http:///gzglrT
CNBC Today covering ^NSE20 EABL ScanGroup KPLC
http:///fjVe2o Bob Collymore CEO Safaricom Guest #Mindspeak
Search #Mindspeak on Twitter.com http:///hQizEZ #Wikileaks
#Wikileaks King Kanute and a #Tsunami Wave King Abdullah was portrayed
in an April 2008 memo as having told the U.S. "to cut off the head of
the snake." Saudi King Abdullah was described as saying he
viewed Iraqi Prime Minister Nouri al-Maliki as a proxy for Iran "We'll
continue saying the bombs are ours, not yours," Mr. Saleh said "When
the head is
rotten it affects the whole body," the #Saudi monarch said #Europe
Sets Bailout Rules a €67.5 billion bailout fears of toppling dominoes
Market focus is likely to turn to Portugal’s debt auction on
Wednesday. If Portugal’s debt auction is judged a failure, the euro is
likely to be sold off” Gold 1366.65 Remains in a Bullish Channel and
headed through Record Highs #Wal-Mart Offers 16.5 Billion Rand for 51%
of Massmart http:///9ASLGt #Nigeria Oil Clashes Threaten
Production Challenge Jonathan MEND http:///9xBVqD #Nigeria All
Share +18.183% 2010 South Africa All Share +12.705% 2010 Egypt
^EGX30 +9.358% 2010 #Ghana All Share +24.551% 2010 Sudan's central
bank raises margin on pound Nairobi ^NSE20 Bloomberg Visual +37.696%
2010 Williamson Tea reports 1st Half EPS + 108.85% The Farmers Will
Drive The Ferraris #Star http:///b7fbfU http:///9vrHxU
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26-NOV-2010 :: Rich Podcast 26th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr What is #Mindspeak ? http:///9mhe39
#Mindspeak Saturday 27th November 0930 Silverbird Cinema 1 WestGate
Mal lLiza Mucheru-Wisner http://lizawisner.com/wordpress/ I met up
with Liza yesterday at the Muthaiga Golf Club Twitpic
http://twitpic.com/3a378z The mere Perturbation of a Butterflys Wing
could Tip Things My Little One Hannah Humayun and his Father Babur and
The Story goes http:///igmoCl How do you solve a problem like
#Korea ? The Economist The Embedded Narrative Fallacy is that somehow
the Chinese are losing 'Patience' with North Korea. Please save us
this deluded Naivete. North Korea is China's Attack Dog and a near
perfect Instrument with which China can show Asia the Price that will
be exacted for siding with the US. We are in a Period of Roll Back of
the US Footprint in Asia, North Korea is China's Agent. On another
Tangent. Who sold more than $1b worth of South Korean Equities just
before this all broke? Saudis’ royal succession The Thing about
Leadership by Gerontocracy is that it inevitably shuffles off this
Mortal Coil. Aly-Khan Satchu rich.co.ke Euro 1.3283 Euro Dollar
loses its Grip on 1.33 South Korean Won Buy deep out of the Money 1
Touch Puts on the Won #Facebook Shares Get Chopped Up Into Derivatives
tripled in value since March to $40.7 billion #Zynga is worth $5.4
billion, and social-networking service #Twitter is at $3.4 billion.
SharesPost values professional-networking site #LinkedIn at $2
billion. #Gold is cheap at 1369.80 “We have solid evidence that Egypt
is giving covert assistance to rebel groups,” Shimeles Senegal Seeks
Moody’s, S&P Rating for $500 Million Eurobond Sale Ghana sees first
oil from offshore field on Dec 17 2050, 60% of Africans will be living
in cities State of the Kenyan Mobile Web Snapshot: Kenya Page-view
growth since October 2009: 175.4 % Unique-user growth since October
2009: 117.3 % Page views per user: 651
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24-NOV-2010 :: Rich Podcast 24th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr What is #Mindspeak ? http:///9mhe39
#Mindspeak Saturday 27th November 0930
Silverbird Cinema 1 WestGate Mall Liza Mucheru-Wisner
http://lizawisner.com/wordpress/ Macro Thoughts Depend on what the
Little Man is thinking in North #Korea " #China is getting stronger
and tougher," he says. "North Korea by increasing its capability is
bringing all kinds of side effects to South Korea. They want to
increase their leverage." What can we do? Nothing Fathers and Sons
North Korea [Tiny Little Hands] http:///hIzkVD Obama Sends
Aircraft Carrier to South Korea USS George Washington “The United
States stands shoulder to shoulder with our close friend and ally,”
Obama told Lee Euro 1.3316 German Chancellor Angela Merkel said during
a speech at the German employers association’s annual conference that
the single currency faces “an extraordinarily serious situation,” Dow
Jones Newswires reported.Ireland Rating Cut Two Steps by S&P five
steps above junk on a par with foreign currency ratings of Israel, the
Czech Republic and South Korea ^DJI -142.21 points The Ivy: Steeped in
Celebrity WSJ Gold 1379.23 Cocoa -0.72% Coffee +2.00% Cotton +8.27%
Sugar +3.07% Nigeria to hold presidential election on April 9 Reuters
GoodLuck Jonathan is seeking to upend a previously Long Standing
Rotation Arrangement. Nigeria All Share +18.240% 2010 150.375 Naira
Nigeria raised Deposit Rate Africa investment answer to global
imbalances "So you have trillions of dollars in savings moving from
one commodity
to another and creating a desert as they go through this process,"
Meles bring Africa into the global consumption network ZAR 7.0911
South Africa All Share +11.9966% 2010 Ghana All Share +26.04% 2010
Triangle 2015 there will be 265 million mobile broadband subscriptions
in Africa up from about 12m at the end of September #Airtel #Africa
Losses 3.79 billion rupees ($83 million) 3 months through September -
The Bleed Rate IMF slots Kenya a $500m Facility Nairobi All Share
Bloomberg Visual +40.87% 2010
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23-NOV-2010 :: Rich Podcast 23rd November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr The Star Standard and Poor's Upgrades Kenya to B+
http:///g0LxU3 Johnny Walker #EABL Sankara The Compere
#Magnolia Cruise Dicky Jacobs Macro Thoughts The Tape that is
preeminent is the Chinese One North Korea shells South Korean island
Yeonpyeong Rogue or are they an Agent? China has sent two ships to
patrol the disputed islands in the East China Sea–called Diaoyu in
Chinese China’s biggest banks are close to reaching annual lending
quotas Regulators are monitoring banks’ loan balances on a daily basis
official target of 7.5 trillion yuan ($1.1 trillion) in new lending
for 2010 isn’t exceeded China’s inflation accelerated to 4.4 percent
in October #Shanghai Composite Index -11% from a seven-month high on
Nov 8 00001.ss 6 week low South Korean Won now 1157.25 was 1127.01 For
Ireland, the decision has opened up a can of worms $1.3460, which
happens to be the 50% retracement level Sugar +3.01% -This has
displayed Brutal Volatility last 4 weeks Gold 1364.85 ZAR 7.0434 Congo
sacks Gecamines top management Rwanda prices brewer Bralirwa's IPO 1st
IPO Rwangombwa told a news conference the government would sell 128.6
million shares, or 25 percent of the company, at 136 francs.Kenya
eyeing international bond New Kenya credit rating boosts sovereign
bond plan M-Pesa: Kenya's mobile wallet revolution BBC #Kenya had the
most intensive #mobile #internet users in Africa 525 Pages monthly Its
very late Cycle and quite Revolutionary. Layer on a predominantly
Young Under 30 Population and You have all the Ingredients of a
Laboratory Experiment. I want to go and see the Elephants in the
#Tsavo again
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22-NOV-2010 :: Rich Podcast 22nd November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr Interview on #CNBC http:///bjY5UZ What is
#Mindspeak ? http:///9mhe39 We spent our Sunday at the Bizarre
Bazaar Niall Ferguson After 500 years of Western predominance, Niall
Ferguson argues, the world is tilting back to the East "quantitative
easing" described by one leading Chinese commentator as "uncontrolled"
and "irresponsible''.thorough privatization program, "including even
the Great Hall of the People." In 1968 the average American was 33
times richer than the average Chinese the differential at its peak was
more like 70 to 1. China has been the biggest fastest of all the
industrialization revolutions. In the space of 26 years China's GDP
grew by a factor of 10. China overtakes US 2027 debt-to-revenue ratio
of the US is 358% a form of pi ying xi Sudan NCP threatens to reject
referendum result #Juba Airport http://www.twitpic.com/yxw6z
#Bernanke was articulate but that was a #Green Light to sell the #$
Aussie back to Par Rand below 7.00 post rate cut “It is as
unrelentingly dollar-negative as any major central bank speech has
been in recent years Gold 1360.80 Sugar -7.71% Sugar March 2011 3
Month Chart INO http:///cQm8kX Joan Miró: The #Ladder of #Escape
(1971) Bharti Airtel says it had "arrested" a falling revenue trend
China regards Angola as strategic partner Angola has become China's
biggest trade partner in Africa for four years in a row Ghana All
Share +28.631% 2010 South Africa All share +13.489% 2010 Egypt ^EGX30
+10.116% 2010 Nigeria All Share +21.39% #Nairobi All Share +45.34%
Kenya’s sovereign rating was raised by Standard & Poor’s, placing it
on par with Ukraine, Georgia and Paraguay B+ geothermal energy boom
Barclays Kenya 9-mo pretax up 6 pct share data http:///3FrB3X
Brokers, banks to earn Sh300m from KPLC rights issue Equity Bank and
Centum Investment Company underwrite 50% of Rights Issue
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18-NOV-2010 :: Rich Podcast 18th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U What is #Mindspeak ? http:///9mhe39 #Euro
bounce to 1.3598 in 0.2% US CPI #GM Stock Sale $33 each 478m shares
2nd biggest US IPO ever additional 71.7 million shares are expected to
be sold by GM's bankers as part of an "overallotment" Treasury needs
$52.79 per share on balance to break even #Gold Bounces 1357.28 Last
3 week low settlement yesterday #Cocoa +2.12% #Coffee +0.55% #Cotton
+2.73% #Sugar +0.53% #Chocolate 's Dark #Cult WSJ "This is full-tilt
boogie, coming at you, eight cylinders." Singapore Forecasts Record
Expansion in 2010 Sing Dollar +8% 2010 $ versus Singapore Dollar INO
1.2997 Last http:///bbVASB Dubai malls to hike retail rents 35%
in 2011 Mall owners are “playing a monopoly role, by owning the
majority of real estate in retail,” he said. India's Bharti has 200
mln customers on network Madagascan Armed Forces Refuse to Join Coup
Attempt “There will be an arrangement between the military forces to
prevent a blood bath.” SABMiller Profit Increases 15% #Ethiopia to
Introduce One-Year Treasury Bill Auction Kenya to launch Africa's
first carbon exchange The Mau Forest #Kenya http:///9IZMvg
Deacons Keroche shops for Sh1b loan M-Pesa to get Sh384m from Bill
Gates charity
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17-NOV-2010 :: Rich Podcast 17th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr I was kindly invited To the British High
Commissioner's Residence yesterday for Dinner with the Board of the
Commonwealth Development Corporation. The High Commissioner Rob
Macaire had of course been handling the Chandler release the day
before and apparently for some
considerable time before that. It was a Lovely Dinner and The Menu is
here Twitpic http://www.twitpic.com/37j9y4 The euro fell below $1.35
to its lowest level against the
dollar since Sept. 28 ZAR popped over 7.00 and is a Buy with a 7.00
handle Sugar Has retraced 21.2% from its Record High 11th November
Gold Pink Diamond Graff $46 Million CDC targets Kenya's infrastructure
sector Any business associated with the #consumer is very interesting
CDC Deacons to launch $10 mln shr offer U.S. Says Kenya Become a Major
Hub for Drug Smugglers
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16-NOV-2010 :: Rich Podcast 16th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Aljazeera Inside Story The Robin Hood Tax with
Dareen Abughaida http:///abX4b1 China Is U.S.'s 'Central
Challenge' Larry Summers "A reading of the long sweep of history
suggests that rapidly transforming economies in a rapidly transforming
global system produce
histories that are not always happy ones," Mr. Summers strategy of
domestic renewal The history of the early 21st century "will be about
how the world adjusted to the movement of the theater of history
toward China" Given current trends, emerging markets and developing
countries will account for 60% of global gross domestic product in six
years, he
said. "It is a different world," Mr. Zhu said. #China to Exceed US by
2020 Standard Chartered China’s economy will be twice as large as the
U.S.’s by 2030 China average 10.3% versus US 1.8% last decade
Washington refuses to undergo the "structural adjustment" that its
baby, the IMF, has always imposed on any other budget deficit patient.
#Euro 1.3604 #Yen 83.01 #Rand 6.98 Aussie 0.9828 #Rupee 45.29 Dollar
Trading Sell Europe are likely to require the use of a financial
backstop soon Coffee bounces off 10% retracement Anyone for $2,160
Tea? if you drink a glass one morning, the delicate perfume will still
be detectable about you the morning after Citigroup raises India's
Bharti Airtel to "buy" consensus view that Zain will be value-dilutive
Bharti Airtel Live Quote Edelweiss http:///dofhFF I prefer to be
long the Rand hereabouts or better still above 7.00 South Africa All
Share +14.382% 2010 Rwandan central bank cuts rates to spur lending to
6% A report by Central Bank of Kenya, in conjunction with the World
Bank, indicates that investment in real estate residential sector grew
to Sh61 billion as of May this year, compared to Sh19 billion five
years ago.13,803 Mortgages In #Kenya Real Estate The #Star
http:///cPqJDC CFC Insurance Holdings Ltd., a unit of CFC
Stanbic Holdings, received regulatory approval to sell shares on the
Kenyan stock exchange.It will “list by introduction” 515 million
shares
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15-NOV-2010 :: Rich Podcast 15th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Aljazeera Inside Story The Robin Hood Tax with
Dareen Abughaida http:///abX4b1 Songs of #Kabir Between the
Poles of the Concious and the Unconcious there has the Mind made a
Swing. Songs of #Kabir Thereon hang all Beings and all worlds, and
that Swing never ceases it's Sway Songs of #Kabir Millions of Beings
are there The Sun and the Moon in their courses are there Millions of
ages pass Songs of #Kabir And The Swing goes on. All Swing! The Sky
and the Earth and the Air and the Water The Digital Disruption
Connectivity and the Defusion of Power virtual communities that
empower citizens Activists and technology geeks are rallying political
"flash mobs" Euro 1.3633 6 week lows Yen 82.91 - has fallen over 2 Big
Figures over the last few sessions Gold 1366.30 Sugar March 2011 INO
26.21 Last
http:///aIn4QP #Sugar crushed last week -21.05% from 33.39 11th
November Africa Crosses 500 Million Mobile Subscriptions 506 million
at end-September By 2015, there will be 265 million mobile #broadband
subscriptions in Africa Africa's first #mobile network was launched in
Tunisia in 1985
http://blogs.worldbank.org/dmblog/blogs/aly-khan-satchu Africa: Coke
Last Frontier Businessweek Annual per capita consumption of Coca-Cola
(KO) in Kenya is 39 servings Coke has been in Africa since 1929 and is
now in all of its countries;it is the continent's largest employer,
with 65,000 employees It's a big economy, and so rich underground Big
purchases like Walmart's "were a wake up to the rest of the world that
#Africa is popping up on the radar screens," said Aly Khan Satchu Rand
is a Buy above 7.00 South Africa All Share +13.9304% 2010 Nigeria All
share +23.374% 2010 The new black elite: Eating #sushi while sitting
on a ticking bomb Kenny Kunene For Kunene's delectation, the rice and
raw fish was spread out on the thighs and stomach of a young
model wearing only shoes and black lingerie Nairobi All Share +44.738%
2010 KenGen's Rights Issue could be put on ice as Cabinet 'rethink'
privatisation “I have not not heard anything about the Cabinet
decision’, said KenGen’s managing director Edward Njoroge Safaricom
“We have mobile data, the other guys don’t have mobile data,”
Collymore Photo of the Day Samburu Elephants, Kenya National
Geographic
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12-NOV-2010 :: Rich Podacst 12th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///x1t2U There is nothing like a dream to create the future
#Aljazeera Robin Hood Inside Story Thoughts on Safaricom Zain The
Proxy War Vodafone Bharti Airtel #CNBC http:///d6Htmq China
sneezes across the Worlds Markets Pakistan heads down China road
“There’s talk of an interest rate hike over the weekend,” said Wu Kan
Bailing out Ireland’s financial system could cost as much as 50
billion euros Separate reports may show GDP growth in Germany Europe’s
biggest economy, slipped to 0.8% in the third quarter from 2.2% in the
second, while in France, the expansion dipped to 0.5% from 0.7% Euro
1.3652 last traded below 1.36
Shanghai falls 5.2% Euro snaps back from below 1.36 The Figure 1.3651
last ZAR above 7.00 is a Buy #Commodity Market gets pounded #Sugar
-12.59% #Cotton Limit Down #Gold 1385.89 a Buy Off the G-20 menu
Kimchee South Africa Nears Land Deal With Congo Republic IMF may lend
Kenya $497 mln for reserves Athi River Mining reports 3rd Quarter EPS
+15% Kenya Twitter . It is also important to note how Alykhan Satchu
has developed himself into a powerful brand on Twitter.
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11-NOV-2010 :: Rich Podcast 11th November 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr CNBC reference Safaricom Airtel before the
Earnings release http:///d6Htmq I wondered up the Road to try
out Seven at ABC Place in the early evening Twitpic
http://twitpic.com/35qww3 Obama Says U.S. ‘Will Never Waver’ in its
Defense of South Korea “It’s a contrast so stark you can see it from
space, as the brilliant lights of Seoul give way to utter darkness in
the north,” Obama South Korea, India, Indonesia and Japan are key to
the US Geopolitical
Strategy of keeping the Chinese pinned down Euro $1.3671 -> I month
low yesterday now 1.3733 Yen 82.15 ticked higher of late QE2 has not
hit the Water Yet CME Raises the Cost of Trading Margin Requirements
This was the Move made to undo the Bunker Hunt #Silver Squeeze Crude
88.24 2 Year Highs #Gold a Buy below 1400.00 last 1410+
Lichtenstein’s $43 Million Pouting Redhead South Korean Stocks Plunge
in Last Minute of Trading Overseas investors sold a record net 1.34
trillion won ($1.2 billion) Vodafone Bharti Africa “We are now dealing
with an ecosystem that’s changing very, very fast,” Andile Ngacaba
Africa has a mobile-phone population of about 445 million handsets It
took 20 years for the size of the mobile-phone population to reach 200
million, and less than three years to get to the next 200 million The
#mobile value-added services market in Africa was worth $4.5billion in
2009, and over the next five years is forecast to grow at a compound
annual growth rate of 20 percent, generating $11.5 billion by 2014
Light Shining in the Dark Continent- one mobile at a time South Africa
All share +14.317% 2010 29 Month Closing Highs http:///atbEkq
Nigeria All Share +22.033% 1 Year Safaricom 1st Half PAT +15.9%
Results Analysis share data here Revenue 47.111850b Kenya Data 3.61m
#Data Users 9% of #Kenya Population outperformed the Street
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10-NOV-2010 :: Rich Podcast 10 November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Africa is popping up on the radar screens The
Star E-Float QE2 The Titanic
https://rich.co.ke/media/docs/016NSX0811.pdf Cameron #China Poppies
and #Opium 150th anniversary of the Second Opium War Lunch with David
Cameron Alex Michaelis Soysambu Gap Year Alfa Sud The Riviera Euro
1.3796 Yen 81.78 Aussie 1.0043 ZAR 6.8675 I like Zar and Aussie for
Scaling in on the long side Pop Goes the #Art Market Warhol Rothko
Warhol Coca-Cola [4] [Large Coca-Cola $35.3 million Rothko Untitled
#Silver Bunker Hunt Margin Redux silver contract has 5,000 ounces
$5,000 to $6,500 per contract silver is up 71% Spot Silver Chart INO
27.3913 http:///dgePlU Cocoa +2.54% - has been a Laggard in its
Complex Coffee +4.34% - These are Multi Year Highs Cotton +1.69% Sugar
+3.72% The Tape is Your Telescope #Bharti Airtel profit fell 27% In
#Africa the turnaround is going to take a while The company plans to
invest $1.2 billion in the six African countries over the next three
years
195 million subscribers across 19 countries ''The margins in Africa
are still low,” Kohli said -> Higher than in India Bharti Airtel ARPU
202 rupees cheaper than Bharti’s average phone bill #Africa
Price/Earnings13.726 PTA Bank Sells $300 Million of Eurobonds 77%
sold into Europe which I found interesting. 15% US Offshore. Asia 8%
Senegal Sukuk Essar Group Unit Is Preferred Bidder for Zimbabwe Iron &
Steel Kenyans living abroad to send home Sh136b - The Evidence c21st
Monetisation Intellectual Capital Safaricom to release 1st Half
results after the Bell
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05-NOV-2010 :: Rich Podcast 5th November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U Its that Moment That Norman Mailer describes here
#YouTube http:///9RsVzD The Tape is your Telescope Sic transit
gloria #Obama Pepe Escobar did not even strive to meet the great
expectations awakened by the 2008 "Change we can believe in"
collective rapture The thought that you can create a prosperous
economy by inflating is an #illusion in my judgment #Volcker I thought
we'd learned that lesson and I hope we continue to learn that lesson
It was entirely inimical to the US National Interest that Volcker did
not sit in Bernanke's shoes.Paul Volcker Google Image Search
http:///dCM9ud The Spectre of Cheap Dollars flooding the Markets
1.4178 1.0145 Aussie Rand 6.8031 I look for 6.61 Dow Jones Industrial
Average to levels last seen before Lehman Brothers collapsed two years
ago ^DJIA Hermès in the Crosshairs WSJ My Money is on Arnault having
Mr. Albaladejo for Breakfast. Aly-Khan Satchu rich.co.ke QE2 was a
green light to buy everything commodities Gold +3.4% Silver +6.6%
Copper +3.4% Coffee +4.34% Cotton +2.51% Sugar +4.76% Nu de dos, 4
etat A white jade seal used by the Emperor #Qianlong
`Self-Strengthening Never Ceases' Tanzania Security Services Deny
Rigging of Election Bloomberg #Kenya Airways reports 1st Half 2010 +
66.97% PAT We are looking at a Forward PE of 7.33 which is very
inexpensive #KQ
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04-NOV-2010 :: Rich Podcast 4th November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #Serendipity can be shaped Being in the right
place at the right time is not new concept http:///aLvs08 Fed
Fires $600 Billion #Stimulus Shot A Hail Mary Pass Make no mistake In
essence, the Fed now will print money to buy as much as $900 billion
in U.S. government bonds through June—an amount roughly equal to the
government's total projected borrowing needs over that period.Thomas
Hoenig described the move before the meeting as a "bargain with
the devil" #Euro 1.4202 1.6168 81.00 Aussie 1.0085 Oil sweet crude oil
for December delivery The contract is up 4% for the week after hitting
six-month highs of $85.36 a barrel earlier in the session $85.86 now
Gold 1360.70 Counterintuitive Look at the 24 Hour chart 30.64 cents a
pound Tuesday I have a supreme conviction that global food markets are
but the perturbation of a butterflys's wing away from a serious
tipping point http:///9AtLTl Global Business This Time for
#Africa ? #Time Magazine http:///atbEkq #worldcup O'Neill. "If
the countries' leaders get the basic things right Africa could easily
surpass any expectations." Rwanda Zambia Lead Improvements in World
Bank Business Survey A third of the report’s top 30 reformers since
2005 are in sub-Saharan Africa #Nigeria picks #Deutsche Citi Nigeria
All share +19.916% 2010 http:///9tHzSh South #Africa All share
Index +11.974% 29 Month Closing High http:///atbEkq As he peers
out his Cairo office window at the shimmering Nile River below, Ahmed
Heikal offers a visitor his vision of an Egyptian-led African
transport revolution Damietta to Mombasa “Certainly investing in these
geographies is not for the fainthearted,” Heikal says. “The returns
make it compelling to invest. If you want to wait until there is no
political risk, then go invest in Switzerland and get 1.4 percent on
your 10- year government bond,” Wall Street Johannesburg Ruto off to
Hague for Ocampo talks TS Eliot http:///aqB9sPThis is the way
the world ends Not with a bang but a whimper Total 3rd Quarter NBK to
pay Dividend Marshalls a Curates Egg
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03-NOV-2010 :: Rich Podcast 3rd November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U It was a Pleasure to catch up William Wallis The
Africa Editor of the Financial Times Exploring The State of the #Now
QE2 Market Tolerance around the $500b Mark Republicans sweep US House
a repudiation of politicians who refuse to listen to the people
Boehner Obama could only dream of surfing the economic indicators of
the Lula years Its The Economy Stupid per capita income growing by 23%
from 2002 to 2010 Brazilian Dream feels like Camelot remixed as a
telenovela #Euro 1.4034 Targets 1.4376 Rand 6.61 Objective Yen 79.50
Objective Trading thins ahead of FED Announcement Light, sweet crude
for December delivery settled up 95 cents, or 1.2%,at $83.90 a barrel
on the New York Mercantile Exchange, the highest closing price since
May 3 Sugar March 2011 tops 30.00 Sugar March 2011 30.12 +0.67
(+2.22%) Cotton at another 140 Year high Cotton Dec 2010 1 Year Chart
INO 137.81 +2.64% http:///b345EU Modigliani Sells for $69
Million at Sotheby’s Nu Assis sur un Divan (La Belle Romaine) This one
has an almond-eyed model, head cocked seductively and her torso
wrapped in a piece of white drapery that reveals more than it
obscures. gypt mulls US-dollar "century bonds" "I don't need the
money, but we are thinking about it," Are these early Cracks in the
CCM Monolith? Nigeria to Sell $500 Million Eurobond by Mid-December
Safaricom eyes Sh4.5bn second bond Safaricom earned Sh15.7 billion or
18.7 per cent of its total revenues of Sh83.9 billion in the year to
March from data and SMS.National Bank's nine-month pretax profit up
38%
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02-NOV-2010 :: Rich Podcast 2nd November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U The Big Event is the FOMC and the Quantum of QE2
“The support of our Chinese friends is fortunate for us” Greece “What
is happening is that the Chinese are expanding in Europe as they did
in Africa” François Godement “But in #Europe they’re coming in through
the periphery which is extraordinary.” “What Europe lacks is a
transportation infrastructure network where Western and Eastern Europe
meet,” he said Fed Will Probably Start $500 Billion of Bond Buys
Australian Dollar 1.0003 versus 0.9858 Cotton new 140 Year High Sugar
to cross 30.00 Steve Wynn $40 Million Lichtenstein “ #Warhol is the
volume trade,’’ Cappellazzo. “The more it sells, the more people want
it. It trades like #currency ’’ "OhhhAlright" India Central Bank
Raises Rates Sixth Time This Year The Reserve Bank of India boosted
the repurchase rate by a quarter-point to 6.25% India trades 551 Over
US Tension mounts in Tanzania police have used tear gas in Mwanza,
Arusha and Dar es Salaam Citadel targets East Africa Buy Outs with
$400m We want to go for the mass market without actually looking at
high margins. “Inflation looks set to plumb new lows,” and the central
bank “can
probably cut further,” Aly-Khan Satchu, a Nairobi- based independent
financial analyst, said by e-mail before the announcement. The falling
cost of calls on Kenya’s mobile networks is a key reason for the drop,
he said. "It's not a matter of I coming in at the right time or wrong
time. When video came, many thought innovation had ended."
@bobcollymore Dec 4th Bob Collymore is the Guest Speaker at Mindspeak
Barclays finalises sale of custody unit to StanChart Foreign firms
intensify the chase for Kenya’s gold John Githongo Githongo: Colonial
spoils recycled as new money Kenya was a project conceived by the
British and inherited by an African elite. It was simple: take boys
from the village, send them to
Alliance High School and then Makerere University They will join you
over a beer at Kengeles in Lavington.
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01-NOV-2010 :: Rich Podcast 1st November 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #Mindspeak If you want to succeed it's a 25 hour
Job Martin O-O KCB The Audience at #Mindspeak Twitpic
http://www.twitpic.com/3252bm Rousseff Vows to End Brazil Poverty a
former Marxist guerrilla ^BVSP X 6 Under Lula Is the #QE2 The
#Titanic ? Fed FOMC
Aussie Spikes to 0.9912 Rand below 7.00 6.933 last Food Inflation
#Cooking oils demand cuts stockpiles by the most in 17
years.Inventories of soybean oil and palm oil, used by
Nestle SA and Unilever and in everything from Hellmann’s mayonnaise to
Snickers candy bars, will drop 12 percent in the coming year as China
and India increase consumption 11 percent The CRB/Reuters U.S. Spot
Raw Industrials index, a gauge of 22 commodities including butter and
soybean oil, rose to an all- time high on Oct. 25. #Meat prices
advanced to a two-decade high in August “The critical period of
tightness is yet to come,” said Dorab Mistry “China just keeps taking
soybeans and vegetable oils,” “It’s more than a little scary how
insatiable their appetite is.” Cotton +3.21% Coffee +2.89% Sub-Saharan
Africa's GDP The Economist South Africa All share +9.9906% 2010 Egypt
^EGX30 +7.876% 2010 Orascom Tel shares slump Djezzy owest since March
17, 2009 Nigeria All Share +21.793% 2010 Tunis SE Index Bloomberg
Visual +19.389% 2010 Proposed Road in Serengeti National Park Nairobi
All Share Bloomberg Visual +44.635% 2010 27 Month Closing High Kenya
Airways Q2 passenger numbers up Pokot Ash yoghurt
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29-OCT-2010 :: Rich Podcast 29th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The View from the 7th Floor Sankara Hotel Nairobi
http://www.twitpic.com/31s2he #Gold Will Outlive #Dollar Once
Slaughter Comes Economist cannot see the Wood for the Trees when it
comes to China Hermes Birkin Bags IPhone Cases Spark LVMH’s Stake
spent 1.45 billion euros ($2 billion) on 17.1 percent of its
Paris-based Hermes Hermes’s best-seller is the Kelly bag, named after
Princess Grace which retails from 7,000 euros in the euro-zone
“Relative to Louis Vuitton, Hermes has a tighter range with a higher
average price point,” Perry said in an Oct. 25 report. #Hermes is “the
crown jewel of the luxury industry” LVMH Moet Hennessy Louis Vuitton
SA PE 25.134 Hermes International PE Price/Earnings47.191 Gold
1338.70 Soaring Above India’s Poverty, a 27-Story Home a cantilevered
sheath of steel and glass soaring 27 floors into the sky airborne
swimming pools and hanging gardens in a Blade Runner-meets-Babylon
edifice Tanzania Promises Promises Maersk sees Africa trade outpacing
mature markets "We still see the biggest slump in volumes prior to
elections. Nobody wants to have a large stock of something that may be
looted if events turn into unrest" #Kenya and east Africa Can Kenya
make its new deal work? The Economist Citadel Kenya Railways "EAT,
DRINK AND GO TO WORK" Eaagads sells coffee farms to pave way for Tatu
City Michael Joseph upbeat about Safaricom’s future prospects Nation
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28-OCT-2010 :: Rich Podcast 28th October 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Mindspeak If You think QE2 is a Lite Burger You
Buy The Dollar If You think its supersized You sell The Wizard of Oz
The Wizard of Oz was not a real Wizard When Hamid Met Sarah They do
give us bags of money—yes, yes, it is done…. Patriotism has a price.
Insane Fed Should Beware Unquantifiable Outcomes Gilbert Nobody
understands QE Euro 1.3835 Pound 1,5839 Osborne is optimal for the
Pound in the medium Term Rand a Buy above 7.00 IPOs in #Asia Investors
are paying 24 times next year’s profits x 2 US Average best-performing
IPO India-based MakeMyTrip Ltd +173% Chilled spicy consommme at Adour
Alain Ducasse
#Cotton Futures snap right back #Sugar Highs DB5 HAGI index of
exceptional classic-car prices rose 5.61 percent in September South
Africa rand falls after currency-control move Marketwatch providing
opportunities for [rand] bulls to open new positions Massmart Says Its
14-Week Total Sales Increased by 14.9% South African House Prices Rose
5.4% in Third Quarter Kigali City Park Kenya Foreign Minister Steps
Aside Mistah Kurtz—he dead. a c21st Laboratory Experiment
http:///bid2sI In the next five years there will be a full blown
status of the virus #Kenya Kenya Power cash call to raise 7-10 bln
shillings +93.51% 1 Year
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27-OCT-2010 :: Rich Podcast 27th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Stephen Jennings Renaissance Tatu Standard &
Poor’s revised its credit outlook for Britain to stable from negative
and reaffirmed the country’s AAA rating Cameron and Osborne's
Austerity Drive set to be optimal for the Pound Aussie lower at 0.9720
Gold I like the Rand above 7.00 for a move to 6.61 Dangote Cement
$13.8 Market Cap 2012 PE 7.9X Nigeria All Share +19.906% 2010 Naira
150.20 Renaissance Tatu City In Africa there is going to be
exponential growth in urbanization
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26-OCT-2010 :: Rich Podcast 26th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr What is #Mindspeak Aly-Khan Satchu explains
http:///9mhe39 Jeff Koinange at #Mindspeak
http:///1mPS6v A Man Called Jomo Niger Delta Mend
http:///9xBVqD My Latest Piece for The Star Kenya The Real Deal
Stimulus http:///cafYTe “Current Chinese officials have told me
that we’re not going to attack Wall Street, because we basically own
it” Iran loads fuel into the Bushehr nuclear reactor BBC #Yen touched
80.62 #Sugar Rush Global #food crisis forecast I have a supreme
conviction #Taittinger #Champagne he says can be a great help “when
you’re with a beautiful woman and you’re not a genius.” Qatar Mulls
Christie’s Bid IMF Outlook for Sub-Saharan Africa Looks to Broad-Based
Growth in 2010-11 #Africa embarked upon a One-Off Late Cycle
Convergence with the the c21st Dangote Cement Lists Stock at 135 Naira
Each on Nigerian Bourse Equity Bank Profit Rises 52% +89.389% 1 Year
Return http:///1tAg4B East African Breweries Completes Buy of
Serengeti Breweries EABL share price data rich.co.ke +58.236% 1
Year Return http:///57wrgL Carbacid reports Full Year Results
share price EPS 9.05 versus 7.54 last time http:///1G2NoC
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25-OCT-2010 :: Rich Podcast 25th October 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr What is #Mindspeak Aly-Khan Satchu explains
http:///9mhe39 Jeff Koinange at #Mindspeak
http:///1mPS6v A Man Called Jomo Niger Delta Mend
http:///9xBVqD My Latest Piece for The Star Kenya The Real Deal
Stimulus http:///cafYTe Michael Joseph #Safaricom You do not
have to be great to start You have start to be great -> Gina to
@bobcollymore Post G20 Dollar sells off Yen 80.61 70.75 G20 achieved
the Sum Total of 0. Gold spikes to 1345 last Cotton Dec 2010 hits a
new All Time High 119.71 +4.00 (+3.34%) The Bling Dynasty Shanghai
Turkey National 100 Index +34.417% 2010 Temper expansionary policy,
IMF tells Africa India Billionaires Buying Assets in ‘Frontier’ Africa
Bloomberg Indian billionaire Ravi Ruia flew to Africa every month for
the past
18 months, buying coal mines in Mozambique, half an oil refinery in
Kenya and a call center in South Africa for his Essar Group South
Africa All Share +8.86% 2010 Egypt EGX30 +10.164% 2010 Nigeria All
Share +21.482% 2010 Nairobi All Share +44.755% 2010 28 Month Closing
High #Nairobi mega real estate plan from #Russia #Renaissance Capital
The Kiwi #Oligarch #Moscow 1998 HFCK
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22-OCT-2010 :: Rich Podcast 22nd October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #Economist #Africa Debate My Mother used to swim
this Channel Mombasa http:///bZAeas China's succession The next
emperor The Economist “WITH you in charge, I am at ease,” #Mao Zedong
Economist calls #China a Brittle Regime Mr Xi It is the immensity of
the task, not the obscurity of the man . Think instead of a paranoid,
introspective imperial court Dollar strengthens ahead of G20 Crude and
Gold sell off Coffee futures broke through the $2-a-pound level for
the first time in 13 years Cnooc, GNPC Said to Bid $5 Billion for
Jubilee Stake The all-cash fully financed bid - Chinese oil demand is
expected to rise 27 percent to 11.63million barrels a day by 2015
Ghana All Share +23.205% 2010 This week Khartoum's Finance Minister
Ali Mahmoud warned southern separation would shock the north's
economy, forcing a string of austerity measures See Jeff Koinange's
Interview with Salva Kiir here
https://rich.co.ke/rctools/richtvi.php HSBC ‘Irresponsible’ in
Ending of Nedbank Talks Chanetsa said. “Such conduct is not considered
to be in accordance with the spirit of responsible and fair
utilization of the South African financial markets.” Nairobi All Share
+44.221% 2010 Kenya's economy to grow by 6 pct in 2011 President KCB
This Year The Average Quarterly EPS is 2.03/3 = 0.6766 That Puts Full
Year EPS in the Region of 4 x 0.6766 = 2.7066 Makes The Forward PE
Potentially 22.75/2.7066 = 8.405 ->A Forward PE of 12.00 x 2.7066 =
Price 32.4792<- Eaagads Sasini Tea and Coffee
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21-OCT-2010 :: Rich Podcast 21st October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U Light Shining in the Dark Continent- one mobile at
a time http:///axUxX1 “A House for Mr.
Biswas” And the winner is Muqtada Euro back above 1.40 Its getting
very whippy QE2 China’s economy grew 9.6 percent in the third quarter
#Cocoa +1.02% #Coffee +2.52% #Cotton +1.82% #Sugar +1.93% Tranquility
and Longevity Palace Africa consumers earning more than $1,000 a year
will rise by 221 million within five years Sub-Saharan Africa’s
economy will expand 5.5 percent next year, 2 1/2 times faster than
developed countries The FTSE/JSE Africa General Retailers Index is up
almost 50 percent this year, ahead of the almost 9 percent increase in
the FTSE/JSE Africa All Shares Index. Wal-Mart could lead corporate
#America into #Africa #csmonitor Aly-Khan Satchu http:///9ASLGt
"Wal-Mart is a big, big gorilla but it is not unbeatable." Egyptian
pound falls to lowest since June 2006 ^EGX30 +8.631% South Africa All
Share +8.7255% 2010 Nairobi All Share Bloomberg Visual +42.64%
Safaricom slashes International Call charges 90% JR Ted Prize Winner
http:///aCMdnC TPS #Serena http:///5Ve4gj Trades
'Anonymised'.
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19-OCT-2010 :: Rich Podcast 19th October 2010 |
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Matters #Financial from a #Frontier http:///9tXPDr Russia
leadership should start listening to the people or risk mass protests
and disorder said Mikhail Gorbachev patience of Russians with “a swamp
of stagnation, indifference and corruption” may eventually snap. “I’m
criticized for giving everything away,” Gorbachev said, referring to
domestic critics. “And what did I give away? Germany to the Germans,
Poland to the Poles and Bulgaria to the Bulgarians. And who did they
belong to?” Was President Obama’s Father Murdered? David Remnick
NewYorker nicknamed Mr. Double-Double Euro 1.3937 [200 day moving
average] Aussie 0.9891 “The markets are going to struggle with an
expectation-versus-reality
scenario on the Fed’s QE2 program'' “We’d like to continue to keep our
powder dry,” Jobs Apple Apple sold 4.19 million iPad tablet computers
last quarter, fewer than
the 4.5 million predicted Apple and Google Long Term Chart Yahoo
Finance http://yhoo.it/bBUplV “City of Ambition,” 1910 New Yorker
#Cotton 114.1 Contract High 119.8 2010-10-14 rich.co.ke Gold
bounced off levels just below 1354.00 Crude quite a Bounce Monday
600-Gram White Truffle Africa remittances seen up 2 pct in 2010 > $21b
Egypt pound weakens to fresh 3-1/2 year low Egypt EGX30 +10.2609% 2010
Mahmoud Said's 1950 seascape, 'Marsa Matrouh' South Africa All Share
+9.834% 2010 33232 Dollar 6.9152 - Buy above 7.00 if it reaches that
Level Nigeria All share +21.371% Kenya July-Sept tax revenue up 13 pct
yr/yr Kenya Received $1.9 Billion in Remittances in Past 12 Months
"The machines are cheaper to run and pluck more leaves than humans,"
Esbai 80,000 Tea Workers strike Break Out at the NSE ?
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18-OCT-2010 :: Rich Podcast 18th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr #Chile is a façade Pilger "The forgotten past is
full of memory." China's Dilemna Foreign Affairs In a World where The
FX Markets are the new Geopolitical Theatre, You might well ask, Who
has the Money? Hu does Ai Weiwei He fights power on all fronts: art,
tweets, court battles You can see it’s a machine: This kind of society
is machinery. It will crash down (on) anything questioning its
authority. Ai Weiwei Sunflower Seeds Has QE2 now been cooked into the
Price? Euro 1.3887 Yen 81.18 Cotton 1870 Highshit $1.1980 a pound
minutes after the opening of trading on the IntercontinentalExchange
Inc. on Friday the "cotton famine." I've seen a lot of big moves and
this exceeds everything Gold My Tweets from flicking through The
Mckinsey Africa Report HSBC Abandons Talks to Acquire South Africa’s
Nedbank South Africa All Share +8.671% 2010 SABMILLER Beer volume in
Africa rose 11% . "If a guy says 'I want to build an aircraft' it
seems like he's from the moon, or from somewhere," he told the Kenyan
media."And if it happens, if it at least lifts off, even if it is
three feet, it shows that you have gone somewhere." Nairobi All Share
+40.629% 2010 Average prices at the Mombasa tea auction are at a
five-year-high The Tea Farmers will drive the Ferraris
http:///b7fbfU Listed Tea companies at the Nairobi Stock
Exchange
https://rich.co.ke/rcdata/nsestocks.php Sasini Tea, Kakuzi,
Williamson and kapchorua Tea and Limuru Tea PE Takes a chunk out of
Family Bank Five sugar factories to be sold Kenya Twitter Report
http:///cKm3MD
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15-OCT-2010 :: Rich Podcast 15th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The wisdom in African crowds http:///cKWxAT
Aussie 0.99487 Record Yen will test 79.75 All Time High #Dollar in
Distress Plays Rope a Dope but is no Muhammed Ali When we were Kings
http:///9RsVzD Google Profit $6.72 versus $5.13 “We’re on this
growth agenda at full throttle” Coffee IntercontinentalExchange Inc.
now needs to sign off on the plan which would bundle Brazil's arabica
beans with coffee from 19 other nations Gold 1400 "The True Artist
Helps the World by Revealing Mystic Truths" by Damien Hirst #Dubai ’s
Worst Office Buildings Will Be Empty Forever China’s trade with Africa
may surpass a record $110 billion this year http:///agk8KF the
rand is overvalued. The question is what to do about it Marcus South
Africa All share +9.34% 2010 8.725% off All Time Highs Kenyan police
get ICC deal to testify on bosses The #Star #Kenya Bond Market
http:///cpWnlM Safaricom 30 Day Loans of between 100-5000 Kenya
Shillings StanChart rights oversubscribed Earnings from tourism run
wild
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13-OCT-2010 :: Rich Podcast 13th October 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Mindspeak 30th October 0930 am start Martin
Oduor-Otieno CEO Kenya Commercial Bank The #Star Watch Out For The
Tech Viral Explosion http:///bid2sI US wants to inflate the rest
of the world while the latter is trying to deflate the US FT Bernanke
about Japan unwillingness of the monetary authorities to experiment
Euro 1.3991 [1.4030 Last week's High] Dollar Yen 81.76 Last INO Yen is
at 15 Year Highs http:///csSeEb looking for 79.50 Standard
Chartered Plans 3.3 Billion-Pound Share Sale #Corn 2 Year High +17%
last 3 Trading days #Sugar High Reliance 3G Bond Risk Credit-default
swaps on India’s
second-largest mobile phone operator dropped 109 basis points last
week to 421 basis points Bharti Airtel South Africa All Share +7.637%
2010 27 month highs Nigeria All Share +19.0175% 2010 Nigeria Approves
Delayed $2.5 Billion Sale of Nitel President Mugabe's House in Harare
The Pool Area http://twitpic.com/2x6739 President Mugabe's Bathroom
http://twitpic.com/2x68f8 KenGen Nairobi All Share Bloomberg Visual
+40.285% 2010
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12-OCT-2010 :: Rich Podcast 12th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Yesterdays Interview with Alishia CNBC Africa
http:///buQHsl Its a little Tricky now. Is QE2 in The Price?
$500 billion of Treasury purchases Goldman 0.34% US 2 Year China Said
to Raise Reserve Ratio Requirement RRR c21st Geopolitical Theatre and
ChessBoard are the Financial Markets #Yen 81.90 - BOJ is running out
of Bullets Yayoi Kusama's ' #Narcissus #Garden ' Farm Bounces Back
Corn +5.00% Monday Cotton 86% higher than a Year ago net farm income
to climb 24% this year to $77.1 billion Gold 1345 Oil producers led by
Exxon Mobil Corp., Chevron Corp. and Tullow Oil Plc tripled spending
in sub- Saharan Africa to $30 billion a year Sub-Saharan Africa
currently supplies about 7 percent of the world’s crude Can #Africa
trade with Africa? Submitted by Obiageli Ezekwesili only about 10% of
African
trade is within the continent, compared to about 40% in North America
and about 60% in Western Europe.Nigeria Zambia Sell First Bonds as
Africa Yields Lure Investors South Africa’s $2 billion bond maturing
in March 2020, yielded 3.81 percent on Oct. 6 #Nigeria ’s sovereign
debt was 15 percent of gross domestic product in 2009 South Africa All
share 27 Month Closing Highs +7.521% 2010 Nigeria All share +16.54%
2010 + 8.32% from 27 Sep Ghana All share +22.595% 2010 Safaricom
http:///4cdZRM PE 12.763 KenolKobil http:///2DMFVE
Scangroup http:///c1tljc PE 40.05
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11-OCT-2010 :: Rich Podcast 11th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The #Star Watch Out For The Tech Viral Explosion
http:///bid2sI Kim Jong Un you
cannot have an equilibrium of all currencies being weaker #Dollar
Drops for Fourth Week #Yen 81.73 is August 1995 High now 82.01 Taleb
Says Investors Should Sue Nobel Panel ^DJIA 11006.48 ) #Gold 1348
#Sugar +4.01% #Coffee #Cotton Cocoa South Sudan president asks for
peacekeepers on border Juba Airport 2010 Twitpic
http://www.twitpic.com/rldc6
Rand 6.8764 South Africa All share Index +7.1604% 2010 Egypt ^EGX30
+10.8086% 2010 #Nigeria All share +14.140% 2010 TUNIS SE Index
+28.734% 2010 Nairobi All Share +40.2166% 2010 Kenya Airways PE 10
http:///1AaBD1EABL to sell stake in #Tanzania Breweries
http:///57wrgL PE 21.122 Athi River plans fertiliser spin-off
http:///4slEGv PE 26.534
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08-OCT-2010 :: Rich Podcast 8th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Greed and Fear Will broadband internet establish
a new development trajectory for east Africa? . "In the next five
years there will be a full blown status of the #virus ," he says. "It
has to kill something. It will kill the current inefficient systems,
it will kill the corruption we have, and it will create completely new
systems. In my view, the IT industry is the leading system that will
be created." Light Shining in the Dark Continent- one mobile at a time
Development
Market Place http:///axUxX1 “We’re involved in a dangerous
game,” Greenspan “You need” austerity QE an interesting bookkeeping
exercise Euro topped 1.40 Intra day yesterday now 1.3910 Sterling
topped 1.60 Intra day now below 1.5850 Gold 1333.00 Crude $84.43 Intra
day high Yesterday Sugar and Cotton back at highs China Credit-Rating
Upgrade 000001.ss +3.41% Indian companies were buyers, sellers or
targets in 591 cross-border deals involving assets worth $59.2 billion
this year, the most since $69 billion in 2007 Mo Ibrahim Africa Index
Road Map.African #Brand Is Sweet on #Obama Kenya Airways flies into
fresh trouble as workers plan strike PE 10.114 http:///1AaBD1
Technology firms dominate this year’s top 100 SME survey
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07-OCT-2010 :: Rich Podcast 7th October 2010 |
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Matters #Financial and #Geopolitical from a #Frontier
http:///9tXPDr #Gold looks just relentless The c21st
Geopolitical Theatre is the FX Market ‘Mega-Trend’ Interventions a
worldwide “currency war.” “The stakes are getting higher.” The Dollar
is Teetering on the Precipice of a Full Blown Rout Aussie just below
1983 High 0.9889 Thai Baht High Drinks Are Free as Bartenders Refill
Punchbowl William Pesek Free money isn’t getting much traction That
goes, too, for the nature of tomorrow’s bubbles, which will be more
spectacular than yesterday’s #Gold 1358 14th record high in less than
a month Silver 1985-1999 and Today #Cotton back over 100 SABMiller
eyes $9.5 bln Africa Castel beer buy Rand ZAR 6.845 South Africa All
share Index +7.3411% 2010 27 Month Closing Highs Sub-Saharan Africa’s
2011 Growth Forecast Cut to 5.5% IMF 5.00% This Year Kenya #property
boom strong #USAID helped Kenya “put together an election system that
was truly technologically advanced,” Clinton Comments
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06-OCT-2010 :: Rich Podcast 6th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Ngugi Wa Thiongo APRIL is the cruellest month,
breeding Lilacs out of the dead land #America suffers a #power outage
By Dilip Hiro Mission Accomplished Whatever the twenty-first century
may prove to be, it will not be the American century Euro at 6 months
Highs Russia Ruble 29.8545 MSCI Asia Pacific Index 26 month High
#Prada IPO Gold +23.50 Tuesday 1345.70 Trading Silver 1980 Highs
#Mexico Gets $1 Billion, 100 Years Brazil Real 1.673 IOF had been 2%
now 4% Oksana Yushko Grozny Photography Zhikr Africa already has seen
a record $54 billion in M and A this year Africa has tipped. Aly-Khan
Satchu rich.co.ke South Africa All share +6.87% 2010 ZAR at 6.85
Objective Nigeria All share Bounced 8.64% from 22333 Levels 29th
September Zimbabwe Zisco Bids Ghana May Borrow $500 Million From
Goldman Nairobi ^NSE20 +42.3775% 2010 If GDP accelerates then banks'
earnings will be correlated Suspected German terrorist arrested in
Kenya Mtwapa
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05-OCT-2010 :: Rich Podcast 5th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The #Star Let the Good Times Roll Please
http:///cP5XPB How Big will QE2 be? Paradise Political Ibrahim
Index Africa has been harder hit by a democratic recession than it has
been by the global economic downturn There is an optimistic story
about economic growth, with expansion in Africa 4 or 5 times that of
Europe and America Mo Ibrahim http://www.twitpic.com/19c1n4 BOJ Steps
Up Asset Purchases Lowers Benchmark Interest Rate Euro 1.3778 versus
1.3694 in a Blink of an Eye US Bond Curve at a Glance WSJ [This could
end in Tears] #World Economy Decoupling From US Emerging economies
will account for about 60% of global expansion this year and next, up
from about 25 percent a decade ago ^N225 What does procrastination
tell us about ourselves? The procrastinator’s challenge, and perhaps
the philosopher’s “Oye Baby” #Gold 1325+ Trading - My 1400 Objective
You will recall Trade with Africa in 2010 to surpass US$100 bil #China
#Africa jumped 65% first half to US$61.2 billion -> The #Evidence
Trail ZAR 6.85 Objective South Africa All share Index +5.519% 2010
-1.258% off 2010 highs Egypt ^EGX30 Rallies further on Vimplecom
Orascom Bloomberg Visual +10.309% 2010 African ‘Facebook Index’ Naira
13 month lows Nigeria All share rebounds now +14.020% 2010 ICC Letters
Coffee
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04-OCT-2010 :: Rich Podcast 4th October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The #Star Let the Good Times Roll Please
http:///cP5XPB StoryMoja Hay Festival Benjamin
Zephaniah http://twitpic.com/2tm5s5 Djinns I used to have this Dream,
perfumed in lashings of Oudh China offers to buy Greek debt Rise of
the Online Autocrats Dudley QE2 average American spent 158 hours per
month in front of the box The High-Intensity Entrepreneur When
Stewardesses Were Hot and Jets Were Cool WSJ floating apartment with a
bedroom, a living room, a dining room and a disco area in the back
Gold 1317.50 Crude 7 week high 80.95 Sugar -6.08% Front Contract Cocoa
-1.23% Coffee -1.11% Cotton -4.07% Front Contract Lula #Brazil #^BVSP
70229 Martini bloody mary topped with scarlet foam Vimpelcom Sawiris
^EGX30 +8.505% 2010 Nigeria MEND The Mysterious #Jomo #Mindspeak
Richard Dowden "Nigeria's billions lie in foreign tax havens",
claiming that "those who rule Nigeria do not believe in the country"
Nigeria All share +10.673% 2010 ZAR 6.955 South Africa All share
+5.7823% 2010 IMF warns Ghana Nairobi All share +42.056% 2010 La Niña
weather event Taita Apalis Surfbirds News
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01-OCT-2010 :: Rich Podcast 1st October 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr I am at the StoryMoja Festival Today and tomorrow
http:///ak8PYJ Ecuador's president attacked by police I have
visited Juba twice this year Kan Says Will Sell Yen If Needed #Japan
last month spent $25billion intervening “China’s rise in recent years
is remarkable, but we have concerns about its military buildup that’s
lacking transparency and increasing ocean activities from the Indian
Ocean to the East China Sea,” said Kan Yen 83.27 NO KAN DO Dollar
worst Quarter for 8 Years + ^DJIA +1014 Points this Quarter
"Ohhh…Alright…," Lichtenstein Dow Jones-UBS Commodity Index posted its
best-performing quarter since June 2009, up 11.6%.Gold looking for
1400 Sugar -6.08% Crude tops 80 India Insiders Selling Stocks at
Fastest Pace Since Sensex Peak ^BSESN Foreign Inflows topped $18b this
Year
The Sensex’s 12-month forward price-earnings ratio of 17 is the
highest level since July versus the Micex, which trades for 6.7 times
profits India’s benchmark index is valued at a 32
percent premium to the Shanghai Composite gauge, near the biggest
difference in 14 months, the data show. The Sensex is the most
expensive equity index among the world’s 20 largest markets, according
to data compiled by Bloomberg Africa Is Looking Like a Dealmaker's
Paradise Businessweek Some $15 billion in takeovers have been
announced in July
Wal-Mart could lead corporate America into Africa South Africa All
share +6.47% 2010 TUNIS SE Index +32.516% 2010 new Record Highs Kenyan
Growth Accelerates to 5.4% in Second Quarter Businessweek I think that
the economy is in a sweet spot Nairobi ^NSE20 +42.562% 2010 2 Year
Highs Indian, Chinese markets boost Kenya tea prices The average
price for all grades at the weekly tea auction held at the port city
of Mombasa was also up during the eight months at $2.75 per kg from
$2.57 last year, Kariuki said
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30-SEP-2010 :: Rich Podcast 30th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Wal-Mart could lead corporate America into Africa
CS Monitor http:///9ASLGt Christine Ockrent [Directrice Generale
Deluguee AEF Monde] #Pibor Alain Juppe Chirac Poisoned Perrier
Bottles a Nuclear Explosion in the South Seas Facebook and freedom The
Economist "control the story" sending out a red flag House Lashes Out
at China More than all the Armaments, the c21st Theatre is the FX
Markets QE2 The argument about further quantitative easing in the U.S.
now seems to be less about whether the Fed will act, but how QE2 They
were in fact stiffed by the Margin requirement adjustment and my
sympathies actually lie with them Light Shining in the Dark Continent-
one mobile at a time Egypt PM tells investors not to worry Egypt
^EGX30 Index +7.98% 2010 South Africa Inflation Eases to 3.5% on
Rand’s Surge South Africa All share +5.071% 2010 #Angola Cuts Economic
Growth Forecast Nigeria Naira at 13 month low 1.54585 Nairobi All
share +41.855% 2010 #Unga FY pretax profit rises 29% PE 7.637
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29-SEP-2010 :: Rich Podcast 29th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr Kim Jong-un The Hermit Kingdom U.S. Dollar Is
‘One Step Nearer’ to Crisis, Yu Says Any appreciation of the dollar is
“really temporary” and a devaluation of the currency is inevitable
“Such a huge amount of debt is terrible,” Yu Dollar 8 month low #Gold
Everyone is a Bull now $1400 Objective #Gold has been in a bull
market since 2000 rising 353% over that time Silver has surged 11.8%
in September, to its highest since October 1980 Sugar October 2010 INO
26.84 +91.171% from 2010 Lows #Cotton October 2010 through 15 year
highs Pakistan and the submerging of the Cotton Belt refer Wal-Mart
could lead corporate #America into #Africa http:///9ASLGt Dollar
versus Rand INO 6.9506 30 month Highs #Nairobi Twitpic
http://www.twitpic.com/1kytf9 Investors in recent rights issues eye
big gains as stocks soar
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28-SEP-2010 :: Rich Podcast 28th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The #Star Tapping Human Capital is the Next Big
thing Kenya 2.0 http:///dh6yQR Jeff Koinange's Interviews with
Salva Kiir, Ngugi Wa Thiongo and Me here K24 http:///cBAwvJ
There are many open questions. One is size. Mr. Bullard says doing
more than $1 trillion of purchases per year would give him "pause"
because that's how much net debt the Treasury will issue this year,
meaning the Fed would be financing it all Bernanke QE Lite the
#revolution will not be tweeted Malcolm Gladwell Palestine Liberation
Organization originated as a network versus Hierarchy Brazil Warns of
Global Trade War Central banks sell the least gold since 1999 Weak
Longs get shaken out 1288 trading #Cocoa +1.86% #Coffee +1.15% #Cotton
+4.46% 105.93 - 15 Year Highs #Sugar +2.87% Dubai Ruler Says ‘We Are
Back’ After Debt Accord “This is a challenge. Life would be boring if
there’s no challenge.” The emirate’s property prices are unlikely to
recover any time soon as 41,000 new homes are expected Dubai Financial
Markets Index +16.29% from June 2010 lows #Dubai The Sheikh is back
Impossible is Nothing Twitpic http://www.twitpic.com/2soyho “We may
not recognize the results,” Haj Majid Sowar NCP Wal-Mart Bids $4.6
Billion for South Africa's Massmart SA All share +4.674% 2010 ZAR 6.85
Objective WalMart Massmart A Tipping Point Tunis SE Index +30.6% 2010
Nigeria All share +7.586% 2010 21.469% off its 2010 High Nairobi NSE20
Share Index +41.33% 2010 Mumias Sugar Ethanol PE 11.333
http:///9wYIOg
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27-SEP-2010 :: Rich Podcast 27th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///9tXPDr The #Star Tapping Human Capital is the Next Big
thing Kenya 2.0 Jeff Koinange was just a Fabulous Guest The Audience
#Mindspeak http://www.twitpic.com/2rrkyw Yuan Climbs to Strongest
Level Since 1993 before US Vote climbed for a 10th straight day The
Degree of Micro Management of the Currency is breathtaking Venezuela
poll tests Chavez #Euro advanced 3.3% last week Bernanke and his QE
Intentions has dashed the Dollar.^DJIA +252.00 last week Gold Third
Straight Record Close Copper is at a 2 Year High Amazon Dries Up
Cotton +3.51% and over 100.00 again 15 Year Highs ^BSESN at a 32 month
High #Walmart offers $4 bln for South Africa's #Massmart Its a
Tipping Point. South Africa All share +5.071% 2010 Nigeria’s Naira
Weakens to 13-Month Low Friday Nigeria All share +10.349% 2010 India
Ruchi eyes Africa plantations Tanzanite One Nairobi ^NSE20 +41.08%
2010 Centum builds war chest for real estate buyouts
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24-SEP-2010 :: Rich Podcast 24th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http://j.mp/x1t2U The Sun sets Lamu Twitpic
http://www.twitpic.com/2reo8b #MindSpeak Saturday 25th September 0930
am WestGate SilverBird Cinema 1 Jeff Koinange Media Brand
Extraordinaire Check out My #Mindspeak Guest Jeff Koinange Interviews
with Salva Kiir Ngugi Wa Thiongo Myself RICH TV http://j.mp/cBAwvH
China Guts Dollar, Crushes U.S. in Alarming Financial War Game weapons
were dollars, stocks and bonds, not bullets and bombs There was no
way for America to win Weiner The Shadow Market Southern Sudan
Referendum “There is a risk of a return to war in case of delay or
denial of this exercise, and it would be on a very massive scale.”
Some 85% of adults cannot read or write Crux of the Matter is whether
'Helicopter' Ben Bernanke is going to be a Helicopter ^DJIA down 76
points Gold 1400 Silver at Bunker Hunt Highs Olam Lois Dreyfus Rice
Cotton Cocoa Coffee ZAR KPLC KenolKobil
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23-SEP-2010 :: Rich Podcast 23rd September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #MindSpeak Its going to be HUGE!!! Two Cameras
Lots of Lights We're good to go Coffee Cakes as well - On my way in to
the Muthaiga Club I took this Photo of a Lion
http://www.twitpic.com/2r21a6 The Love Song of J. Alfred Prufrock TS
Eliot My Weekly Piece for The Star Petrol Prices and the National
Interest http:///bDKBwv The FX Markets are assuming that the FED
are about to embark on all kinds of Wizardry a la The Wizard of Oz Wen
Warns 20% Gain in Yuan Would Cause ‘Major Social Upheaval’ Obama's War
Petraeus '' You fXXXXd with the wrong guy." Karzai "He's on his meds,
he's off his meds." Can you imagine the
laughter of Mullah Omar Euro steps back from above 1.34 highs You
gotta buy gold Sinai excess liquidity that’s going to slosh around the
global markets Ghana signs $13 bln in Chinese loan Ghana All share
+22.164% 2010 South Africa Current Account Gap Falls to 2.5% of GDP
South Africa All share Index +3.8169% 2010 Kenya Stocks Have Longest
Winning Streak in 15 Months on Growth Bloomberg “There is a growing
sense of optimism, about a much faster economic recovery,” Aly-Khan
Satchu Nairobi All share Bloomberg Visual +43.9972% 2010 Highs
weighted average rate was 3.698 percent for GOK 2 Year Bond The next
big money spinner http:///aPJCPJ
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22-SEP-2010 :: Rich Podcast 22nd September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #MindSpeak Comments from Jeff Koinange This AM -
Its going to be HUGE!!! Two Cameras Lots of Lights We're good to go
Kim who? North Korea's mystery man Summers Will Leave White House to
Return to Harvard departure of Summers will leave Treasury Secretary
Timothy
Geithner as the only member of Obama’s original top-tier economic team
China’s Wen Threatens Japan China is Japan’s largest trading partner,
buying 10.2 trillion yen ($121 billion) of the nation’s goods and
services last year. Federal Reserve on Tuesday said it was worried
that deflation might hit the U.S I think, in fact, the Margin for
Manouevre for the FED is considerably less than might first appear
apparent Euro 1.3359 Dollar Index below 80.00 ^DJIA closed up for a
fifth-straight session I think the Evidence will show that China
bailed out the Euro and the European Periphery. Aly-Khan Satchu
rich.co.ke Gold futures top $1,290 Orange Juice +5.82% -> 3 Year
High Cotton 15 Year Highs "Poppies at Argenteuil" (1873) #Nigeria
hikes 25 bps All Share +11.502% 2010 Naira 153.00 Elections loom
#Africa IMF Lifts South Africa Growth Forecast 3.2% 3.6% 3,9% 2010
2011 2012 ZAR at 6.9881 Africa's banking boom “Now everyone’s looking
at Africa,” says Jacko Maree #Kenya no Power to block Probe #ICC EABL
The Night of the Long Knives EPS: 9.09 PE: 21.452 KenolKobil
Rain shortfall triggers first M-PESA drought insurance payouts
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21-SEP-2010 :: Rich Podcast 21st September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #Mindspeak All Eyes on the FED Walter Mondale on
Obama stagflation as his standing in the polls
slid, “began to lose confidence in his ability to move the public.” He
sees a similar problem with Obama: “I think he needs to get rid of
those teleprompters, and connect. He’s smart as hell. He can do it.
Look right into those cameras and tell people he’s hurting right along
with them.” Obama had a few false presumptions. One was the idea that
we were in a post-partisan era.” Yuan Climbs to Strongest Since 1993
The yuan’s quicker appreciation is related to the political game
between China and the U.S. on the currency policy 85.33 Dollar Yen
^DJIA highest for 4 months "I am become death, shatterer of worlds" by
Damien Hirst.2.5 million pounds to 3.5 million pounds Gold futures
settled at their third consecutive record Cotton +2.76% Coffee -4.00%
India Rupee Rupee Confidence Growing on $25 Billion Inflows Global
funds pumped $15.8 billion into equities this year, up 54 percent from
the same period in 2009, and $9.2 billion into debt, more than the
combined amount in the previous eight years, exchange data show.
^BSESN US China brace for Sudan trainwreck Asia Times Sudan curbs
imports to shore up forex SA All share +3.773% ^EGX30 +6.61% Tunis
+30.58% Ghana All Share +22.218% 2010 Branson urges investment in
Zimbabwe people have got to take risks Economic prospects in Kenya for
this year “are much brighter than what we had originally forecast,”
Uhuru Nairobi All share +41.495% 2010 TPS Eastern Africa Ltd. Says
Rights Offer 35.3% Oversold LESSONS FROM BUSINESS LEADERS: Kenyan Vs
American The Voice http:///9bbScj
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20-SEP-2010 :: Rich Podcast 20th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U #MindSpeak Saturday 25th September 0930 am
WestGate SilverBird Cinema 1 Jeff Koinange Media Brand Extraordinaire
K24 Rimbaud and Lady Gaga The Voice of a scandalized society was part
of the Chorus in Rimbaud's Head I'd squeeze Your Body ...drunk with
the Blood that flows Blue beneath your skin Rimbaud I shall gash
myself all over I shall tattoo myself I want to become hideous as a
Mongol You'll see I'll go screaming through streets Rimbaud China and
Japan and the Fish War FED Meeting Tuesday Noda says he is ready to
intervene again ^DJIA +1.39% Last week Corn prices climbed above $5 a
bushel Gold 1282 - 1284.40 Intra Day high Cotton Dec 2010 +3.38%
Turkey XU030:IND ISE NATIONAL +20.906% 2010 New All Time Highs Sri
Lanka Columbo All Share Index New All Time Highs +91.75% 2010 +191% 2
Years South Africa All share +1.5% last week +2.70% 2010 Nigeria All
share peaked at 27988 in April This Year and we are now 17.84% with
the Election looming Nigeria security adviser quits to challenge
Jonathan TUNIS SE Index +29.526% 2010 +65.66% 2 Year Kampala bombers
‘plotted to hit Nairobi’ The Nation Abubakari alias Muzungu Jamil
Light Shining in the Dark Continent- one mobile at a time #Africa
Nairobi NSE 20 +39.8521% 2010
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16-SEP-2010 :: Rich Podcast 16th September 2010 |
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Matters #Financial and Geopolitical from a #Frontier
http:///x1t2U Is this The Time to Invest in Africa ? BBC
http://bbc.in/bEXmNP “I’m not saying the stimulus is not working, I’m
saying it’s working far less than anyone anticipated,” Greenspan Yen
Action $20 billion China saved the Euro Soros Euro at 1.3077 Once it
was discovered that China was a buyer, the euro jumped from its value
of $1.20 to $1.30, according to Soros.^DJIA highest close since August
10 “Ladies and Gentlemen -- The Rolling Stones” Cotton prices hit
fresh 15-year highs twin radiometer sensors work like thermometers in
the sky ATSR-2 India raises rates Reverse Repo +0.50% Zambia Jan-Aug
2010 tax revenue up 29% Posco dials up Zimbabwe Tanzania a speculative
wave of traders hoarding food supplies Malawi tightens foreign
exchange rules Bharti to sell African mobile towers Tunis SE Index
+27.382% New All Time High Nairobi All Share New 2010 High +40.01%
2010 Kenya Oil shortage bites BOC Kenya EABL
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15-SEP-2010 :: Rich Podcast 15th September 2010 |
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Matters #Financial from a #Frontier http:///x1t2U Power to the
(Blogging) People Direct Line to Zhongnanhai China New Virtual
Phenomena of Citizen Power Japan Intervenes a Finger in the Dyke Trade
Look at 1 Touch 79.50 Calls Dollar #Yen Live ForexPros
http:///bOj9cR Gold 1268.50 a record settlement of $1,271.70 an
ounce on the Comex division of the New York Mercantile Exchange. The
intraday high was $1,276.50 Cocoa +3.00% #Coffee +3.22% #Sugar +3.95%
The Breakfast Index Anglogold lifts Hedges ZAR highest since Jan 2008
set to bust 7.00 wide open South Africa All share +3.02175% #Egypt
^EGX30 +6.556% 2010 Tunis SE Index +26.707% New All Time Highs Kenya:
Wanjiku is ready for a new political dawn Kenya's consumer confidence
rises in Q3 Nairobi NSE20 +39.975% 2010
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14-SEP-2010 :: Rich Podcast 14th September 2010 |
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The #Star The Bond Market Inflation A New Normal and Strippers
http:///cpWnlM April is the cruellest month, breeding Lilacs out
of the dead land, mixing Memory and Desire There is nothing like a
dream to create the future Yen 83.19 15 Year High Letter from Palo
Alto The Face of Facebook Mark Zuckerberg opens up. by Jose Antonio
Vargas “Minimalism,” “Revolutions,” and “Eliminating Desire” “our new
Caesar.”
ZUCK: yea so if you ever need info about anyone at harvard ZUCK: just
ask ZUCK: i have over 4000 emails, pictures, addresses, sns FRIEND:
what!? how’d you manage that one?
ZUCK: people just submitted it ZUCK: i don’t know why ZUCK: they
“trust me” ZUCK: dumb fxxxs
Arabica rose as much as 50 percent since June 7 in New York trading,
reaching a 13-year high of $1.9865 a pound on Sept. 8 Arabica is
trading at 2.6 times the price of robusta Yuan Surges to Highest Level
Since 1993 House Ways and Means Committee China Africa Trade
Africa-China trade represents more than 10 percent of the continent's
trade. In value terms, it represents $114 billion--$52 billion in
exports and $62 billion in imports.President Zuma calls on China
Christian Science http:///agk8KF Dangote Flour Mills Full-Year
Profit Surges 85% Kenya bond trading up 480 pct in first 8 months
http:///x1t2U
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13-SEP-2010 :: Rich Podcast 13th September 2010 |
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The #Star The Kenya #Bond Market Inflation A New Normal and Strippers
http:///cpWnlM Nigeria on the Brink What happens if the 2011
Elections Fail Foreign Affairs Elite consensus formed around an
unwritten power-sharing agreement India in crisis Arundhati Roy Why
did the police fire at point-blank range and leave those telltale burn
marks, when they could so easily have covered their tracks? Was it a
mistake or was it a message? "If you're happy in a dream, does that
count?" The unspecified “powerful interests” aligned against him, he
said, “talk about me like a dog.” Obama #Euro bounce on China and
Basel Crude oil futures rallied nearly 3% on Friday China Industrial
production rose 13.9 percent in August China Explores a Frontier 2
Miles Deep Rand at 2 and a Half Year Highs South Africa All Share
+1.5217% 2010 Egypt ^EGX 30 Index +4.6875% 2010 Nigeria All share
+15.971% 2010 Ghana All Share +24.224% 2010 Tunis SE Index +25.844%
2010 A Million Shillings: Escape From Somalia by Alixandra Fazzina The
Guardian “The real juice is not in the bond market anymore,” Aly- Khan
Satchu Nairobi NSE20 +38.158% 2010 9th August Closing High 4674.00
East Africa Capital Partners Plans 20 Billion-Shilling Fund What we
are introducing is pay TV for the mass market Safaricom .The Strategy
and New Business Development Department Lamu Shanghai Twin Cities
http:///x1t2U
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10-SEP-2010 :: Rich Podcast 10th September 2010 |
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The Science of Cosmology.The extreme fine-tuning of so many laws of
nature Lamu Milky Way Photon Worshippers http:///diKRHD
Atahualpa Kabul's Bad Bank One wonders, as always, where our interests
intersect with those of the Karzai family. What is their endgame? If
it’s just getting hold of a compound in Dubai and some hard-to-trace
bank accounts, then what stake do they have in stabilizing the
country? Would they simply be happy to have us keep back the crowds
until they have taken care of getting as much money as they can out of
Afghanistan? I am going to hazard a Guess that the Next US Bail Out
will be Kabul Bank. Aly-Khan Satchu rich.co.ke Posted 9/9/2010,
6:48:23am by Alykhansatchu We are saying to them you are like an eagle
brought up among chickens China buys Yen +600% versus Moving Average
Food Markets are very asymettric October Sugar near record Climate
Denial Narrative Fallacy The Liv- Ex 100 Index of fine wine traded in
London has rebounded 47 percent since the end of 2008
and 27 percent since the start of this year SA cuts 50 bps 7.15 is key
resistance for ZAR NSE Demutualisation ^NSE.
http:///x1t2U
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09-SEP-2010 :: Rich Podcast 9th September 2010 |
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The #Star #Greed and #Fear http:///9CFEEs ^VIX Clinton said.
"But the real problem is what happens when the inevitable happens and
the referendum is passed and the south declares independence." Mullah
Omar says victory imminent You shall be witness to another economic
melt-down Yen 83.69 15 Year Highs = 83.32 Coffee Sep 2010 193.10 +2.40
(+1.24%) INO 15 Year High Philippine Stocks Surge to Record PHILIPPINE
SE IDX All Time Closing High +27.85% 2010 King by acclamation Yoweri
Museveni Baobab Few
Incumbent Presidents would be keen to swan off into the Sunset, just
before it all takes off? Nigeria replaces military chiefs $14 Billion
Dangote Cement Listing will increase the bourse’s market
capitalization by 37% Nigeria All share + 14.802% 2010 Kenya to issue
2-yr bond The coupon will be determined after the auction Nairobi All
Share +33.975% 2010 4.964% Draw Down from 2010 Closing High 9th
August. Tea Coffee KenolKobil
http:///x1t2U
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08-SEP-2010 :: Rich Podcast 8th September 2010 |
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A Juba Tale UN's Ban arrives in Rwanda UN Genocide Report European
Periphery Spreads blow out Greek-German 10-year yield spread reached
948 basis points The Greek-German spread reached a record 973 basis
points on May 7 You have to be an adrenaline junkie Eurostat We have
not seen the real documents,” Walter Radermacher Euro high of around
$1.2918 on Monday - Euro Objective 1.2380 Yen Objective 79.50 Gold new
all time high Print Coffee at a 15 Year High Yuan Trading Against
Ruble “This is meant to eliminate the dollar from trade settlement.”
Mozambique to reverse bread price hikes Tunis SE 5419 new record
+26.2875% 2010 El Anatsui “I see myself as a person and an African,”
he began El Anatasui http:///blv3Rp Kenya Plans Production of
3,000MW of ‘Green Energy’ By 2018 The bourse was in a ‘fat tail’ for
much of 2008 http:///x1t2U
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07-SEP-2010 :: Rich Podcast 7th September 2010 |
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The #Star #Greed and #Fear http:///9CFEEs Mozambique bread riots
may be warning sign on African food security http:///9AtLTl I
have a supreme conviction that global food markets are but the
perturbation of a butterflys's wing away from a serious tipping point.
The Obama Economy How trillions in fiscal and monetary stimulus
produced a 1.6% recovery Yen 83.77 Euro could not hold on German
lenders, including Deustche Bank AG, need to raise about 105billion
euros ($134 billion) to reach an estimated 10 percent Tier 1
capital ratio Cocoa Coffee Sugar The Breakfast Index Rwandan leader
slams Western critics $ Rand tested 2 and 1/2 Year Highs now pulling
back “Once I showed my guys these figures, they said, ‘Let’s call it a
day,’ ” he said. South Africa Strike suspended Bob Geldof Plans
African Private Equity Venture Boomtown Rats - Rat Trap 1978 YouTube
http:///92kTek Nairobi NSE20 +36.974% 2010 Kenya c.bank says not
targeting any shilling level Reuters http:///x1t2U
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06-SEP-2010 :: Rich Podcast 6th September 2010 |
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6 September - #Kenya Markets - Aly-Khan Satchu - Rich Management #CNBC
#Africa http:///aPUz9c The Which Blair Project “We were both in
our ways manipulative people, perceiving quickly the emotions of
others and able instinctively to play with them,” he writes The #Diana
Moment was the best confirmation of His Political Genius #Euro
strongest since Aug 19 ^DJI +297 points last week Goldman Sachs Said
to Be Shutting Proprietary-Trading Division Corn prices rallied to a
fresh 23-month high Silver 2 Year High Coffee near 15 Year High Kabul
Bank run Rand Rallies to More-Than 2 1/2-Year High South Africa All
share +0.99761% 2010 Taj Cape Town Nigeria All share +18.073% 2010
27929 is the 2010 High and we are 13.076% below that Level.Nigeria
Plans $1 Billion Wealth Fund Kenya to grow 5.2% Nairobi All share
Bloomberg Visual +34.55% 2010 4.081% below 2010 high
http:///x1t2U
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03-SEP-2010 :: Rich Podcast 3rd September 2010 |
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Kim Jong Un Designated Successor North Korea Economy $21b #Pyonyang
Playbook Master Manipulator Blair You do not win 3 Elections without
having a Modicum of Political Genius Busy Highway Global Internet
Traffic Graph Economist = The Information Age Payrolls Emerging
markets’ share of world equity capitalization climbed to a record 25%
in August, up from 22% a year ago Black Swan World food prices rose in
August to the highest since September 2008 Wheat advances Maputo riots
Gold futures on Thursday closed less than half a percentage point away
from their record high silver's highest close since March 18, 2008
Inside Story South Africa Strikes AlJazeera http:///bsbBmC Rand
set to test 7.17 Triple Top SA All share +0.6289% 2010 " We expect
that growth in Mpesa and data business will compensate for any
reductions in the voice market," said Michael Joseph Safaricom Lamu
Town, Kenya WSJ http:///x1t2U
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02-SEP-2010 :: Rich Podcast 2nd September 2010 |
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I think this #Relief Rally will fade Obama warns Middle East leaders
'chance may not come again soon' Netanyahu [Hemmed in by his Father
and the Far Right] President Obama second Oval Office speech marks a
rare moment of dishonesty and disingenuousness on the part of a
politician who usually resorts to rare candor at important moments ISM
Management U.S. manufacturing activity rose to 56.3 in August from
55.5 in July ^DJI rose 254.75 points or 2.5% Investor sentiment was so
negative that any flicker of light was
going to move sentiment with quite a roar Shape Serendipity While
chance is an intrinsic element of serendipity we believe that you can
significantly alter the probability and
quality of the unexpected encounters in our lives #Gold #Wheat Dec
2010 rallies 3.24% Coffee +2.05% Sugar +3.19% Breakfast Index Ethiopia
Devalues Its Currency 17% Tunis SE Index hits a new all time High
5397.41 Tullow Rich Countries are Urban Countries Total Kenya 1st Half
results Kenolkobil alleges 'Interference' and 'High Level
Manipulation' http:///x1t2U
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01-SEP-2010 :: Rich Podcast 1st September 2010 |
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#Lamu The Chief Happiness Officer CHO Obama ends 'combat mission' in
Iraq We have spent over a trillion dollars at war, often financed by
borrowing from overseas Analytical intelligence, absolutely. Emotional
intelligence, zero Investors are beginning to see currencies as assets
#FX trades $4 trillion a day on average amount of marketable
Treasuries $8.18 trillion Through the first 10 months of fiscal 2010,
$375.2 billion of taxpayer money was spent on interest, compared with
$383.4 billion for all of fiscal 2009 and $451.2 billion in 2008 Obama
Sweet Spot Gold 1250 going to 1400 Crude -8.9% in August China
Manufacturing Quickens #Emirates needs $28b IMF calls SandP
questionable over Ghana Ghana All Share +22.415% 2010 Tunis SE Index
Bloomberg Visual +24.563% 2010 International investors are buying more
South African bonds than at any time in the past 15 years Kenya Aug
inflation dips to 3.2% Has ^NSE20 Violated the Bull Channel? Kenya
Census results http:///x1t2U
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26-AUG-2010 :: Rich Podcast 26th August 2010 |
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Nairobi Helicopters in the Sky TwitPic http://www.twitpic.com/2hzphf
The Opening Scene from Fellini's Dolce Vita http:///bdIklc Lamu
Then It had a beautiful but a somewhat decrepit Grandeur Kim Visiting
China Euro Bounce from 1.26 50% Retracement Bugattis Sell for `Crazy
Money’ as Classic Cars Beat S&P 500 Hagerty’s Cars That Matter “Blue
Chip” Index. The index, which contains the estimated values of 25 of
the most popular collectible autos, increased more than 61 percent
from September 2006 Gold Cotton South Africa-China trade ties:
President Zuma bids to shore up 'Gateway to China' status Christian
Science Africa Monitor http:///agk8KF Kenya sold 30.6 billion
shillings ($378 million) of infrastructure bonds at a weighted average
rate of 7.293% TPS Serena Kakuzi results Reflections on Safaricom Zain
Wars The Promulgation a Tipping Point
http:///x1t2U
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25-AUG-2010 :: Rich Podcast 25th August 2010 |
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Malcolm Gladwell 10,000 Hour Tipping Point Theory.South African
President Jacob Zuma said China agreed to help his country better
leverage its mineral wealth and develop new
technologies.The accord is a boost for his policy of “beneficiation,”
iron ores and concentrates are surging in value, reaching $549 million
last month compared with $297 million a
year Currency Markets Volatile 1.2380 Euro Dollar objective 79.50
Dollar Yen Objective US 2 Year touched record low of 0.45% Ireland
downgraded The Euro Project is giving Germany a Free Pass [Lower
absolute Rates and a weaker Currency] and exerting more pressure on
the Periphery and squeezing them with higher Rates. It is a noteworthy
outcome VIX rose 12% intra day A 21st- century Byron would still be
“mad, bad and dangerous to know” as he tweets and appears on celebrity
game shows South #Africa Mining contracted an annualized 20.8% in the
second quarter! SA GDP 3.2% from 4.6% 1st 3 Months Rand Triple Top
Nigeria Stock Exchange reverses 1.897% Kenya infrastructure bond
cut-off rate seen at 7.07 pct ^NSE20 Key Support 4482
http:///x1t2U
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24-AUG-2010 :: Rich Podcast 24th August 2010 |
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"Karzai needs constant reassurance" The yen has advanced 15 percent
this year in the biggest gain among developed-world counterparts,
according to Bloomberg #Correlation -Weighted Currency Indexes. The
euro has dropped 9.4 percent, and the dollar is up 4.1 percent Grace
told me she would rather be a princess than a countess Cassini
#Coffee futures flirt with 13-year high Nigeria’s SEC Is ‘Committed’
to Stock Exchange Sale $ Rand 7.39249 That Triple Top SA All Share
-1.1102% 2010 Zuma "China indeed is a key strategic partner for South
Africa, and South Africa is open for business in a big way," EGYPT
^EGX30 +4.6466% 2010 #Tunis SE Index +22.791% 2010 New All Time Highs
Safaricom cuts to 2/= check mates Zain http:///x1t2U
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23-AUG-2010 :: Rich Podcast 23rd August 2010 |
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I watched this incredible Documentary on the BBC about Aristotle
Onassis [The Man from Beunos Aires] Maria Callas and Jackie Kennedy
Iranians Roll Out Unmanned Bomber "Karrar" Farsi for striker #Euro
lowest since July 13 Dow -4.13% 2 weeks Coffee 13 Year Highs The
staple food for half the world fell 25 percent this year in Chicago
trading while wheat as much as doubled since June While food prices
tracked by the United Nations climbed to a five-month high in July,
they’re still 22 percent below the mid-2008 peak Rand Triple Top HSBC
NedBank SA All Share -2.447% 2010 OAO VimpelCom Egypt EGX30 +2.786%
2010 Nigeria All Share +20.521% 2010 African Baobab Deposes Acai Berry
as Reigning Superfood ^NSE20 +42.23% http:///x1t2U
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20-AUG-2010 :: Rich Podcast 20th August 2010 |
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#Mindspeak E-Vite Martha Karua @Martha_W_Karua There is Nothing Like a
Dream to create the Future Ngugi Wa Thiongo Years later when I read
T.S Eliot's line that April was the cruellest month, I would recall
what happened to me one April Day in 1954, in chilly Limuru Kagame
share of Voice 1.2801 Counterintuitively I think Dollar is a Buy
Gremany +3% GDP Near optimal response and conditions 10 Year at 2.35%
Japan Yields Hit New 7-Year Lows Gold 1230.75 Wheat back above $7.00 a
Bushel Ai Weiwei
http:///x1t2U Ghana All share +18.951% 2010 Tunis SE Index
+22.092% new all time highs Nairobi All Share +37.001% 2010 -1.7266%
off its 2010 Closing High Telecom Wars Zain Safaricom Kenolkobil
http:///x1t2U
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18-AUG-2010 :: Rich Podcast 18th August 2010 |
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Dubai Mercantile Exchange“Sure there’s a clock. In fact, there are
lots of clocks, all ticking at different speeds.” —Robin Wright Iran
Crisis in a Nutshell , the fate of the most ancient
turbulent region might be guided less by rational interests or
Realpolitik than by father-son psychodramas, first the Bushes, now the
Netanyahus.” —Fred Kaplan The Beat Generation World GDP and GDP
development is being driven by...new people entering the modern
industrial age...by massive urbanization processes," Mr. Kloppers BHP
Potash demand for the world's food supply.East Africa needs up to $25
bln for rail upgrade Reuters Tunis SE at new all time Highs +21.6033%
2010 ScanGroup Access Kenya results
http:///x1t2U
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17-AUG-2010 :: Rich Podcast 17th August 2010 |
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US 10 Year touched 2.579% lowest since March 2009 Dow down 5th Day
#Yen Yen 85.30 15-year low of 84.72 yen struck last week on trading
platform EBS Crude closed yesterday at lowest Close since Mid July
Gold Late June Highs #Coffee #Pakistan Karachi Index -9.00% this Month
trades 7x Earnings Mobius buys Ibrahim Babangida to challenge Goodluck
Nigeria All Share +22.401% 2010 Rand 7.2359 last Triple Top on the
charts Eni to take share in Congo oil Kenya Railways to issue Bonds
http:///x1t2U
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13-AUG-2010 :: Rich Podcast 13th August 2010 |
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Muthaiga Club Early Evening http://twitpic.com/2e6w00 It makes me
think of a Bygone Era and Pink Gin Palaces US Saudi Sale $60b 132
Boeing Apache attack
helicopters and United Technologies Corp. UH-60 Black Hawk helicopters
President Truman with Saud.jpg Wikipedia http:///cCx9zY Dear
Paul Krugman This Stimulus Gig is up.
Aly-Khan Satchu rich.co.ke Radical Britain The Economist Yuan
Gains wiped out Gold futures closed at a six-week high Thursday Wheat
+2.53% Sugar +3.89% Ramadhan Pop Girlfriend-Only Numbers Give Micromax
Edge in India #Taj Hotel Reopens After 2008 Attacks #Tunis SE Index
+21.11% 2010 All Time High Fleuve Congo: Arts d’Afrique Centrale
Close to 60% of the Kenyan Population is under 24. Thats a Whole New
Curve Ball Aly-Khan Satchu rich.co.ke Standard Chartered Kenya
+25.934% 1st Half Eegaads 2.21 versus -0.69 Limuru Tea +2195% Lake
Turkana We remain in a bull channel with 4,482 key support
http:///x1t2U
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12-AUG-2010 :: Rich Podcast 12th August 2010 |
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#Iran sanctions strengthen Ahmadinejad regime – Karroubi "We are not
even allowed to publish a funeral announcement at the moment." we are
a reformist movement, not a revolutionary one'' Markets Swoon Yen
touched a 15 Year High The Technicals were signalling this Sell Off
especially the Rand where 7.17 is Like a Line in the Sand The U.S.
trade deficit with China in June hit its highest level in nearly two
years Taleb Says Government Bonds to Collapse # "Terra Incognita"
tweets @nntaleb #Cocoa Options More than two-thirds of the non-food
products sold at Shoprite are from China The Chinese view Africa as an
entity of one billion potential customers, much like the way the West
views China." Standard Bank H1 PE 12.783 #Ghana All share +14.6625%
Tunis +20.508% ^NSE20 +40.903% Diamond Trust 1st Half Results PBT
+97.96% EPS +121.8% Forward 6.84
http:///x1t2U
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11-AUG-2010 :: Rich Podcast 11th August 2010 |
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@Martha_W_Karua RT @alykhansatchu Next #Mindspeak is Saturday 21st
August 930 am WestGate Cinema Guest Hon Soaring #food prices hit
Pakistan tomatoes, onions, potatoes and squash have in some cases
quadrupled Zardari is on another Planet U.S. Is Bankrupt and We Don’t
Even Know It: Laurence #Kotlikoff IMF “closing the fiscal gap requires
a permanent annual fiscal adjustment equal to about 14 percent of U.S.
GDP.”My reaction? Get real, or go hang out with equally deluded
supply-siders. Our country is broke and can no longer afford no- pain,
all-gain “solutions.” FED economic recovery that it termed "more
modest" than anticipated "exceptionally low levels" for an "extended
period." Still, the potential for the dollar to fall much further is
limited Crude Below 80.00 Sugar gets a Ramadhan Pop +4.93% Bharti
Airtel SA All share +0.8% ^EGX30 +4.0753% Nigeria All Share +21.894%
2010 Score Rand Triple Top at 7.17 Barclays Bank Kenya 1st Half
Results Kenyan #coffee prices surged 58%
http:///x1t2U
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10-AUG-2010 :: Rich Podcast 10th August 2010 |
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Or Try This Passion Rod Stewart http:///92VrKq One Hot Night
spent with a Stranger and all you wanted was someone to hold on to.
#Fed Helicopter Ben Bernanke Kagame to win Big "Some sections of the
media seem to be reading from a different page." Investors have ramped
up their bets against the dollar at a pace not seen in two years
Annals of #Gastronomy “The Truffle Kid foie gras truffles #caviar
saffron vinegars cinnamon” Le Chien Giacometti Over-heated economy Lex
temperature records have been broken in over a dozen countries
including Pakistan Qatar Colombia and Myanmar #Wheat $7.13 a bushel
$4.57 a bushel on June 29 Buy 5 Years Calls on Breakfast Index
Rand Triple Top ? Banco do Brasil, Bradesco to Buy Stake in BES
#Africa Kenya Commercial Bank received an 82.56 percent subscription
rate
CfC Insurance eyes listing by year-end
http:///x1t2U
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09-AUG-2010 :: Rich Podcast 9th August 2010 |
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My Weekly Piece for The #Star 'Peaceful Referendum Has Tilted The
Political Risk' http:///bxF9P8 Letter from #Tehran After the
Crackdown Ahmad Shamlou They smell your breast lest you might have
said I love you They smell your heart. These are strange times, my
darling Despotism works,” he said. “That’s what this situation shows.
The reformist movement is over. The middle classes aren’t willing to
die
en masse, and the regime knows this Investors slashed their bets
against the euro by two-thirds in the past week Treasury two-year
notes rose for a 10th week in the longest rally since 1986 everything
we do online, down to individual keystrokes and clicks, is recorded
Google CEO Eric Schmidt acknowledged that by tracking a person's
messages and movements, an #algorithm can accurately predict where
that person will go next Wheat Retreat The Anti 'It' Handbag Loewe
Papelle Africa Equity Index 2010 The Score Nigeria All share +23.81%
Tunis SE Index +20.647% SA All Share +2.9372% Egypt ^EGX30 +3.2055%
Fear and Loathing in #Nairobi By John Githongo Foreign Affairs Kenyan
middle class' capacity to "normalize the absurd." The Swahili term for
"government" is serikali, derived from the words siri (secret) and
kali (fierce)
^NSE20 +43.948% YTD Mobile phone spread leads to more social media use
in Kenya Wired http:///x1t2U
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05-AUG-2010 :: Rich Podcast 5th August 2010 |
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It's rather thrilling to find oneself at a Tipping Point a real live
one #Kenya #Referendum Dow at 3 Month high With a Glimmer of a Chance
Stardust Is Identified Wheat Surges to 23-Month High +78% since June 9
#Cocoa all the Ingredients for a serious Squeeze +1.99% Gold China
loosens Trading Rules Crude 83.01 Intra day High Yesterday Sri Lanka
to sell $1b Bonds trades 397 over Treasuries and closest Credit to
Kenya [in fact] Nigeria Regulator Asks Exchange Chief to Step Down
Nigeria All Share +23.551% 2010 I think the Nairobi Stock Exchange was
already taxiing on the runway with its 250 plus point, five-day spike
and this morning we are set for lift off. ^NSE20 +41.392% ^NASI
+40.422% Before market opened today.
http://j.mp/x1t2U
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03-AUG-2010 :: Rich Podcast 3rd August 2010 |
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The Star D Day The Referendum and Kenya Markets 2002 2010
http:///9vrHxU If it’s a yes, I think it will have an immediate
impact on reducing the perception of political risk in Kenya Paradise
Gurnah Euro $1.3510, the 50 percent retracement of the
November-to-June move May 4 Highs US 2 Year at record low Yield 0.566%
Euro stoxx 3 Month Highs AM Opening Wheat +62% since June Crude above
$81.00 12 week high Turkey XU100:IND ISE NATIONAL 100 INDEX +17.467%
2010 New All Time Highs The New Silk Road high-speed rail link China
Railway Construction Corp #Mecca to #Medina potential for
inter-emerging market trade is ginormous O'Neill Nairobi NSE20
Bloomberg Visual +39.047% 2010 Before Opening this AM
http:///x1t2U
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02-AUG-2010 :: Rich Podcast 2nd August 2010 |
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'You must be exhausted from running through my Mind all day.' That was
my Favourite and almost as good as Heinrich #Heine
Bin Ich so in Lieb mit Dir Als Hat ich deine Blut getrunken US has
plan to attack #Iran if needed Striking Iran could have "unintended
consequences that are difficult to predict in what is an incredibly
unstable part of the world". Greece will be a war zone, Sect of
Revolutionaries warns tourists The Street meets Austerity Sterling at
1.58 Optimal since Osborne Lisa Kereszi “Thrilling, Neon Sign, Niagara
Falls, Canada”
Copper +12.00% last month Wheat 22 month High Breakfast Commodities
000001.ss Malawi cuts rates to 13% Rand firm but key is 7.17 #Africa
Index score card Tunis +19.638% 2010 New All Time High SA +2.4904%
Egypt ^EGX30 +2.4967% Nairobi All share +33.172% "They tell us: you
can plant, but the maize is ours." The #Star The #Referendum Rewind
2002 Fast Forward Today http://j.mp/bXqneA High Impact High Beta
http://j.mp/x1t2U
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30-JUL-2010 :: Rich Podcast 30th July 2010 |
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100 shilling Cup Cakes #China South Seas Chinese Foreign Minister
Yang Jiechi subsequently called her comments “virtually an attack on
China” The South China Sea covers 3.5 million square kilometers (1.4
million square miles) stretching from Singapore to the Straits of
Taiwan. Its waters carry about half the world’s merchant fleet by
tonnage each year The c21st Theatres are the Oceans, in many ways
Mogadishu will be their graveyard, while their families will cry back
home," Ali Mahamud Rage The euro rose above $1.31 to the highest point
in 11 weeks yesterday #Turkey ISE National 100 Index +14.9777% New
All Time Highs Anglo American Doubles its Profit; Resumes Dividend SA
All share +3.195% YTD Egypt EGX30 +1.739% YTD Enwonwu Shangaan I was
woken up this morning by rays of sunlight, which had bathed my room in
such brilliance that it felt completely new Kibaki 2002 "The market is
pre-empting...the (constitutional) referendum is going to be 'Yes' and
buyers are stepping in ahead (of the result)." #Nairobi All Share
+31.757% YTD
http://j.mp/x1t2U
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29-JUL-2010 :: Rich Podcast 29th July 2010 |
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The #Nairobi Stock Exchange is on the Cusp of a Break Higher Is this
China’s Gilded Age? In an Age of Prosperity: China 2013 Bu Zhetang
Euro breaks through trades 1.3070 FED Beige Book was glum Global
warming pushes 2010 temperatures to record highs China SSE Index
000001.ss You can sell More Puts at 2,250.00 #Turkey ’s ISE
National-100 index rose 14 percent this year an all-time peak
yesterday #Tunis SE Index All Time Highs over 5,000 Ghana All Share
Bloomberg Visual +14.608% I expect a Strong Finish from here Meeting,
and Counting, Mountain Gorillas The Lens “It is just like meeting a
hurricane or a thunderstorm,” Mr. Klum said We cannot save a species —
we cannot save ourselves Kenya cuts 75 Bps This is a tilt aimed at
snapping the spread between the repo rate and the commercial lending
rate The Magic Ingredients for a Sharp Rally.
http:///x1t2U
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28-JUL-2010 :: Rich Podcast 28th July 2010 |
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shall wear white flannel trousers, and walk upon the beach I have
heard the mermaids singing, each to each #Prufrock Invisible: Covert
Operations and Classified Landscapes Trevor Paglen To photograph
facilities deep in these restricted regions, Paglen used high-powered
binoculars and astrophotography lenses a haunted, ephemeral feel. “At
extreme distances, there is essentially no such thing as depth of
field,” Paglen notes. “No matter how ambiguous or elusive the images
in this book are,however, the underlying landscapes are quite real.”
Unmarked #737 at “Gold Coast” Terminal, 2006. Distance ~ 1 mile . I
found the Unmarked 737 particularly haunting African Union Wants
Bashir Arrest Warrants Suspended Euro rose as high as $1.3046 in
earlier U.S.
trading yesterday the best level since May 10 #^N225 +2.4% Canon How
Low Can 2-Year Yield Go? Decrease of 8% from Gold record high of
$1,258.30 set June 18 I am bullish Cocoa Look at my options Strategy
here http://j.mp/x1t2U We can build United States of Africa, Gaddafi
Tunis SE crosses 5,000 +16.166% 2010 Egypt ^EGX30 -0.24% Mubarak and
his mortal Coil Kibaki Lashes Moi 1st Time in 7 years
http://j.mp/x1t2U
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27-JUL-2010 :: Rich Podcast 27th July 2010 |
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Murder on the #Khyber Pass express By Spengler They are all
terrified of facing a failed state with nuclear weapons and prefer a
functioning but treacherous one #Euro at 1.3004 BP Posts Record Loss
as Hayward Departs [for Siberia] second-quarter net loss of $17.2
billion compared with a profit of $4.39 billion in the year-earlier
period Dow positive for the Year $65,000 for a black crocodile
#Hermes "Birkin" bag Sugar +1.83% Cocoa +0.47%
Coffee -0.36% Breakfast Commodities a Bullish Complex Copper ZAR at 3
month Highs Nedbank SA All share + 3.0109% 2010 Ghana All share
Bloomberg +12.823% 2010 The sunken ship is believed to have been part
of a mighty armada commanded by Ming dynasty admiral Zheng He, who
reached Malindi in 1418. KenolKobil.
Conclusions
A Bullish Complex.
http://j.mp/x1t2U
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26-JUL-2010 :: Rich Podcast 26th July 2010 |
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Massive leak of secret files exposes the real war in Afghanistan
#Wikileaks AU chief slams ICC Bashir warrants The Cop on the Banks of
the Nile WSJ Fouad Ajami Mubarak told Mr. Mubarak to get out of the
way for they had come only after "that dog." Social networks and
statehood The future is another country 2006 book “Code: Version 2.0”,
a legal scholar, Lawrence Lessig noted that online communities were
transcending the limits of conventional states Euro Investors cut
their bets against the euro in the past week Zero-coupon Treasurys
maturing in more than 20 years have returned 21%
this year Dow Industrials, up 326.72 points last week Average User
creates 70 Pieces of Content per Month - The paper Trail - Laval’s
“Poolscapes.” Breakfast commodities #Cocoa #Coffee Tea Sugar
#Shanghai Composite Index added 0.4 percent, heading for a sixth
straight day of gains 000001.ss #Africa Index Scorecard for 2010 South
Africa All Share +2.7398% Morocco CFG 25 Index CF +12.6676% 2010
Nigeria All Share +21.3542% Ghana All Share +12.096% 2010 Nairobi all
share +30.36451% Sameer results
http:///x1t2U
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23-JUL-2010 :: Rich Podcast 23rd July 2010 |
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The South #China Sea“I’ve moved from being curious about what they’re
doing to being concerned about what they’re doing,” Mullen told U.S.
troops in South
Korea. “I see a fairly significant investment in high-end equipment,
satellites, ships, anti-ship missiles, high-end aircraft.” UK GDP
+1.1% 2ns Quarter Sterling spikes
Tante Claire Koffman “You and I are like old Camembert,” Koffmann
says. “The only thing that can make us attractive is the packaging.
Sometimes you think,‘I’m going to be the only one to live forever,’
but you’re not and you have to try to enjoy it all. #Cocoa is in the
Eye of the Storm #Sugar Sweet +4.95% Economy 1 pct higher on World
Cup Gordhan Read This From The Star
https://rich.co.ke/media/docs/017NSX0507.pdf I think its worth much
more SA All share turns 2.1976% positive for the Year De Beers Says
First-Half Diamond Sales Rose 84% to $2.6 Billion Michael Joseph
#Safaricom US issues travel alert for Kenya BAT reports 1st Half
Results EPS +19.23% http://j.mp/x1t2U
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22-JUL-2010 :: Rich Podcast 22nd July 2010 |
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Home Thoughts #Akon Hannah A Year After Honeymoon Ends Whites Men and
Independents Desert Obama David Cameron presents Barack Obama with
#graffiti art Twenty First Century City Ben Eine Cameron Goes
Commercial on US Trip business-class seat on board a scheduled British
Airways flight #Bernanke Testimony “unusually uncertain” 2 Year at a
record Low Yield 0.56% Investors' recent romance with the euro may
just be a #summer fling. I think this Dead Cat Bounce has run its
course The story of the gold curve so far AlphaVille Prada Speaks
Portuguese Brazil 193 million people Brazil as 17th among markets with
the highest number of households having a net worth of $1 million.real
rallied 100 percent against the dollar since President Luiz Inacio
Lula da Silva South Africa All share turns positive for Year +0.603%
Nigeria All share +20.04% Egypt ^EGX30 -3.769% 2010 #Nairobi All share
+29.969% Kenya 25 Year Yield falls to 9.8% Safaricom Is the Referendum
Tipping? http://j.mp/x1t2U
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21-JUL-2010 :: Rich Podcast 21st July 2010 |
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I think the Euro looks very rich at 1.30 Sayyid Qutb “Milestones”
Qutb’s use of the term jahiliyya The next revolution is coming to
#Africa Cellphones are bringing it.Christian Science
http://j.mp/brcKqJ Cameron, describing Obama as one of the "calmest,
coolest people I have come across" America is still a reserve currency
You guys can run a bigger deficit for longer than we can. Canada
Raises rates The euro retreated from a 10-week high Apple Surge
positioned themselves well for this next inflection point in
technology, which is to handheld devices Customers bought 3.27 million
iPads last quarter Goldman Sachs Sugar Cocoa Breakfast Commodities
China SSE 000001.ss Nigeria Bailed-Out Banks Rise All share +19.153%
2010 Kenya “The bourse has an inherent skew in favour of a ‘Yes’
vote,” says Mr Aly Khan Satchu Kenya Al Shabaab Clash Asymettric Risks
http://j.mp/x1t2U
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20-JUL-2010 :: Rich Podcast 20th July 2010 |
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Suddenly the Tropical Daylight was gone and from the Garden came a
scent of a Flower. I knew the Flower from my Childhood Naipaul Jasmine
"The Afghan government is already talking to all the shareholders‚ the
Taliban, the Haqqani network, Gulbuddin Hekmatyar, and Mullah Omar.
The Americans have been setting ridiculous preconditions for talks.You
can't lay down such preconditions when you are losing." The next
#revolution is coming to #Africa Cellphones are bringing it Christian
Science Monitor http://j.mp/brcKqJ
Ireland's Debt Rating Is Downgraded Euro 1.30 looks toppy 240,000
metric tons of cocoa beans enough cocoa to produce more than 15
billion Hershey's milk chocolate bars The yield on Nakheel’s 2.75
percent sukuk fell to 15.4 percent yesterday from 86 percent on March
25 Equity Bank 1st Half Results and Forward Projections The Star KCB
$200m Rights Issue http:///bWIYXv
http:///x1t2U
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19-JUL-2010 :: Rich Podcast 19th July 2010 |
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Egyptian President Hosni Mubarak is terminally ill cancer in his
stomach and pancreas The euro has rallied 8.9 percent versus the
dollar since reaching a four-year low of $1.1877 on June 7 The euro
has rallied 8.9 percent versus the dollar since reaching a four-year
low of $1.1877 on June 7 "paradoxical" situation #Cocoa 240,100
tonne delivery was the largest in nearly 14 years Armajaro Gold lowest
settlement price since May 21 "Dennis Hopper," a portrait by Andy
Warhol The red-eye from Beijing to Delhi was sold out The red-eye is
operated by Ethiopian Airlines; it stops in Delhi and
then Addis Ababa SA ^EGX 30 Nigeria All share Nairobi All share Cables
Profits warning
http:///x1t2U
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16-JUL-2010 :: Rich Podcast 16th July 2010 |
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Somalia Al Shabaab I say to the Ugandan president what has happened
in Kampala was only the beginning Mr. Crowley also said 63 FBI agents
have arrived in the region Mogadishu Image Flickr http://j.mp/bbJjWg
The euro on Thursday rallied to top the $1.29 level for the first time
since May 10 BP stops oil leak Goldman Sachs handed record $550m fine
over Abacus transaction Guardian [Thats done and dusted then] GS PE
7.7 Google down 5.1% after hours the digital economy is really going
gangbusters, why would we not invest? Cocoa 33 Year Price High If the
investor or investors follow through and require the counterparties
who sold them contracts for future delivery to makegood, they could
take possession of cocoa valued at more than $1billion Africa SA All
share -0.69% 2010 Nigeria All share +18.97% Nairobi All Share
+30.1925% 2010
http://j.mp/x1t2U
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15-JUL-2010 :: Rich Podcast 15th July 2010 |
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My Interview with KCB CEO Martin Oduor-Otieno can be found here RICH
TV http:///81lKEb Fed minutes noted a "relatively modest"
worsening in the U.S FED is over the Horizon Google compared with
Baidu WolframAlpha Monaco Grand Prix Cocoa +3.42% China GDP eases to
10.3% Qatari Diar Finance 190 bps over NTT to buy S.Africa Dimension
Data for $3.4 bln Ghana all share +10.68% 2010 Rate Cut expected Biti
Lowers Zimbabwe’s 2010 Growth Target Nairobi All Share Index Bloomberg
Visual +30.54% 2010 22 Month Closing High http:///x1t2U
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14-JUL-2010 :: Rich Podcast 14th July 2010 |
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Mandelson's memoirs Blair described his chancellor as "mad, bad,
dangerous and beyond redemption" The Return of Risk Appetite Intel
Singapore Growth Euro tests 1.2723 area
#Pound surge 1.5273 I said I though Osborne Optimal and hence an
Inflection Dow +6.98% in last 6 trading sessions Abu Dhabi Considers
BP Investment “We are still thinking about it,” Sheikh Mohammed bin
Zayed Al Nahyan BP +27% since start of July Crude Gold #Coffee
Chateau Latour 61 one of the Bordeaux legends of the century Africa
M&A doubles to $25 bln in H1 Naspers buys into Digital Sky
Technologies which bought into #Facebook Tata Coffee comes to Africa
Kenya Commercial Bank Obama Rannenberger Ruto
http:///x1t2U
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13-JUL-2010 :: Rich Podcast 13th July 2010 |
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I think there is no single answer, no single road to Mecca Dagong
Global Credit Rating Co strips Western nations of AAA status The US
falls to AA, while Britain and France slither down to AA-. Belgium,
Spain, Italy are ranked at A- along with Malaysia. Meanwhile, China
rises to AA+ with Germany, the Netherlands and Canada Uganda Al
Shabaab
Greece will auction €1.25 billion in 26-week bills Tuesday Pure Joy
Hitting the Sweet Spot Sugar looks constructive Zambia cuts GDP
forecast to 5.8% Ghana All Share +17.04% 2010 Nairobi All share +
28.298% 2010 The #Star Reflections on Life, Treasury Bills and the
Referendum http://j.mp/a0FTVm
http://j.mp/x1t2U
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12-JUL-2010 :: Rich Podcast 12th July 2010 |
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Changes Euro had gotten overcooked at 1.27+ levels worldcup final’s
estimated 750 million viewers Porsche 918 Spyder 0-100 Kph in 3.2
seconds China SSE Index might have bottomed Crude Gold Coffee Kenya to
repopen 25 Year Bond South Africa spent a bundle on stadiums, but
World Cup will pay off Christian Science http://j.mp/atbEkq Is The
World Cup Africa's Tipping Point The Star http://j.mp/94jnfx Kenya to
reopen 25-year bond in July for $184 mln Kenya Power’s Share Plan
Means ‘Re-Nationalizing Kenolkobil to Report ‘Considerably’ Better
Profit Explorer Walking With the Herds in Kenya NYT KCB
http://j.mp/x1t2U
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09-JUL-2010 :: Rich Podcast 9th July 2010 |
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The East China Sea Simply put, seldom have so many warships been
exercising all at once in the Pacific Trichet It touched a two-month
high of $1.2702 intraday yesterday and Higher still today Euro July
23rd Stress Test Release Dow's Surge: 452.51 Points in 3 Days Harrods
eyes Shanghai Breakfast Commodities Africa 2010 scorecard SA All Share
-2.18% ^EGX30 -2.915% Tunis +15.66% Ghana +15.66% Nigeria +18.96%
Boris Johnson "Among the
trees, on either side of the well-kept street, I passed the kinds of
homes you normally associate with Beverly Hills," he said. "Here was
the honey-stoned palazzo of a diamond executive. There was the schloss
of the most successful boob-job exponent in the neighbourhood. Kenya T
bills 1.8%
http:///x1t2U
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07-JUL-2010 :: Rich Podcast 7th July 2010 |
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Mombasa The Indian Ocean Hannah Vuvuzela #worldcup @nntaleb Obama
Netanyahu Body Language Is The World Cup #Africa 's Tipping Point
http:///94jnfx Central banks are pawning their #gold to the Bank
for International
Settlements 349 metric tons of gold since December Crude drops below
$72.00 1st time in a Month Coffee -4.39% Africa prospects Next year,
half of the world's 10 fastest growing economies are expected to be in
#Africa EPFR reports 43 consecutive weeks of net inflows to Africa
equities funds, reaching $484 million in the first half of 2010 --
nearly double those to India over the same period "Africa has no
experience of huge capital inflows," said Renaissance'sJennings.
"Under the scenario I'm painting, the capital inflows will be way
above and beyond the ability of those countries to absorb them."
Safaricom CNOOC Old Mutual Reliable
http:///x1t2U
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06-JUL-2010 :: Rich Podcast 6th July 2010 |
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Matters Financial South #Africa spent a bundle on stadiums, but World
Cup #worldcup will pay off Africa Monitor Christian Science
http://j.mp/atbEkq @nntaleb Gold the metal "put in an 'inside day' is
Gold is subject to bouts of official-sector-inspired selling for
policy motives Rogoff Says #China Property Starting to ‘Collapse’
Bloomberg I Lean TO “This is just a sliver of the property boom,”
Roach China SSE Index 000001.ss bounces 1.75% Agbank #IPO Largest in
history 24,000 Branches rich.co.ke Reality Check: Most Stock
Markets Still Below '07 Highs Tunisia and Sri Lanka SA All share
^EGX30 Lula comes calling to #kenya Uchumi Centum
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29-JUN-2010 :: Rich Podcast 29th June 2010 |
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Ghana #worldcup Africa Vibe The Moon in the Early Morning Sky 6.34 am
http://twitpic.com/20vj57 Sterling and The Inflection the President
deftly solved his crisis of generalship Patreaus But is there a Plan?
Guinea Starts Transition to Democracy US Two-Year Yield touches
0.5935% David Siegel’s Unfinished Mansion Concetto Spaziale, La Fine
di Dio We are not optimistic about metals demand in China #Silver
Streak The Legendary Nelson Bunker Hunt and the Silver Squeeze “You
buy gold when you think the world is going to hell in a handbasket.
You buy copper when the economy is booming. In between those two, if
you’re a bit confused, you buy silver.” #Gold #Copper #Zinc #Crude
China SSE Index at 14 month lows NSSF Amboseli
http://j.mp/x1t2U
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28-JUN-2010 :: Rich Podcast 28th June 2010 |
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#Ghana Black Stars #mindspeak Serena we turned down Biden #Sterling
has inflected #Breakfast Commodities are stepping up a Gear The State
Itself Becomes a Super Whatnot Guinea stages first free poll "Voting
is peaceful, orderly and there is a sense of excitement." The Return
of the African Coup G20 Neverland the tightrope we must walk Harper
European countries just had a near-death experience over Greece The
Bond Vigilantes are in charge Breakfast Commodities #Africa Equity
Indices Scorecard Rwanda Bleeping on the Radar #Gold Equity Bank
http://j.mp/x1t2U
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25-JUN-2010 :: Rich Podcast 25th June 2010 |
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I am really looking forward to Blowing a Vuvuzela next week in South
Africa #MacArthur Was Offline. McChrystal Wasn’t FX Markets are a
little bifurcated #Greece puts its islands up for sale 6,000
sunkissed islands Gold #Coffee +4.9% Sugar +3.62% #Breakfast
Commodities begin to inflect higher again Pig’s Blood Cakes, Luxury
Hotels Set For Sales Boost From Yuan 54 million Chinese may travel
abroad this year #K2 Congo Gives Zuma Nephew Lake Albert Tullow Oil
Blocks Caprikat Ltd. and Foxwhelp Ltd Kenya 182-day T-bill sale yield
slides to 2.45% Williamson Tea and Kapchorua Tea Results
http://j.mp/x1t2U
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24-JUN-2010 :: Rich Podcast 24th June 2010 |
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#Mindspeak #Serena Barack Obama sacks Afghan war commander 'Stan The
Man' Stanley McChrystal McChrystal, who was told he would not be
permitted to return to Afghanistan“The Icarus Syndrome” Over lunch,
Schlesinger suddenly asks, “Why did your generation support this war?”
“If you want war, nourish a doctrine. Doctrines are the most frightful
tyrants to which men are ever subject.” Financial conditions have
become less supportive of economic growth on balance'' FED Tanzania
2011 GDP growth seen at 6.7% Kenya’s First-Ever 25-Year Treasury Bond
Auction Oversold Safaricom announces 2 Acquisitions
http:///x1t2U
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23-JUN-2010 :: Rich Podcast 23rd June 2010 |
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What’s Wrong with McChrystal ? “I’d rather have my ass kicked by a
roomful of people than go out to this dinner,” McChrystal says. He
pauses a beat.
“Unfortunately,” he adds, “no one in this room could do it.” Team
America Why the Taliban is winning in Afghanistan By William Dalrymple
“We are the roof of the world," said Mohammad Khan. "From here, you
can control and watch everywhere." our fate is always determined by
our neighbours. Next, it will be China. This is the last days of the
Americans." Complete Turnaround Thinking re #Sterling I find the best
TV of this World Cup is watching Diego Armando Maradona prowling the
Touch line, mercurial, low centre of Gravity, a Shape Shifter gone a
little Fat but Boy I tend to imagine that more could happen on the
Touchline than on the Pitch when he is about #worldcup Thinner,
Faster, Smarter iPhone Apple Gold Bring on the Olympics next, says
proud Zuma Reuters Kenya 25 Year Bond A tipping Point Safaricom Africa
Telecom Company of the Year
http://j.mp/x1t2U
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22-JUN-2010 :: Rich Podcast 22nd June 2010 |
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US Said to Fund Afghan Warlords to Protect Convoys a $2.1 billion
contract called Host Nation Trucking “ #Warlord Inc.,” Cameron Bets
on Growth From Austerity “There have been mountains of evidence in
which cutting government spending has been associated with increases
in growth, but people still don’t quite get it,” Alesina said in an
interview Failed AAA Rated #Rembrandt “They were making so much money
they just wanted to keep the bewilderment machine churning.” Brady.the
outstanding notional value of over-the-counter derivatives climbed to
$614.7 trillion at the end of 2009 more than 10 times the world’s
annual gross domestic product algorithmic trading system for commodity
futures known as the J.P. Morgan’s Contag #Beta Alternate Benchmark
Class A Excess Return Index Dreaming of Mung Beans Gold Sugar Diamond
Find Zimbabwe “The deposit is a freak of nature.” Scangroup TPS Serena
http://j.mp/x1t2U
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21-JUN-2010 :: Rich Podcast 21st June 2010 |
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Weekly Piece for The #Star Runciman Death Taxes and Gold
http://j.mp/cfMFgC Is the China Move a Silver Bullet ? So That's Why
Investors Can't Think for Themselves The brain scans showed that as
soon as people learned they had chosen the same song as the experts,
cells in the ventral striatum—a reward center wired with dopamine
neurons that respond to pleasures like sugar and sex—fired intensely.
Gold "The new pattern that is developing is powerfully bullish, for as
the classical textbooks on
technical analysis always tell us, upward sloping triangles such as
this one always resolve themselves in the direction that prevailed
before the pattern was traced out." - My Objective is 1400.00 Yuan
Climbs Most in 18 Months Nigerian Economy Grew 7.23% in First Quarter
#Africa Equity Index score Card 2010 worldcup Nairobi All share
+26.68% Nigeria All share +24.175% Ghana All share +18.376% South
Africa All share +0.34% Egypt ^EGX30 +5.009% Obama more popular in
Kenya than in US #140conf
http://j.mp/x1t2U
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18-JUN-2010 :: Rich Podcast 18th June 2010 |
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This is a key level for the #Euro and worthy of a small test of its
Mettle via a sale above 1.24 "Centrifugal" forces could threaten the
European Union Medvedev the Gulf
of Mexico oil spill might "annihilate" BP "I'm the president, he's the
prime minister." "Implementing the recommendations of other countries
or the European
Commission, even the smartest ones, is very difficult, especially if
thousands of people are out in the streets demanding the dissolution
of parliament or the ouster of the government," he said Aung San Suu
Kyi Apple at record #Gold rises to record Low Down side and a big
Probability of a Violent Blink of an Eye Move a lot higher #Egypt
says 2010 growth expected to reach 6% Freedom's Blaring Horn
succession of sunlit afternoons in gardens of avocado trees and
jacaranda SAB Miller Diageo EABL share price data Africa is the only
region in the world that didn’t have a single quarter of negative
growth during the crisis kenya T Bills 2.63% The Magic Tipping Point
https://rich.co.ke/media/docs/017NSX1204.pdf
http://j.mp/x1t2U
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17-JUN-2010 :: Rich Podcast 17th June 2010 |
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The World Cup A Tipping Point for #Africa The Star http://j.mp/94jnfx
Assad calls Israel Government a pyromaniac government BBC Spanish
10-year bond Yields versus Germany widened to an all-time high of
nearly 2.24% #Coffee pulls back but only 0.44% Glenfiddich Whisky
Tactical Trade Long ^BVSP Short ^BSESN South Africa All share stays
positive 2010 #worldcup Tide Veronica Varekova Vanity Fair Comment on
Silver Back Gorilla “Their facial expressions are tender,” she
recalled. “And on occasion flirtatious.”
Consider their awareness raised. Mission accomplished. “This
generation is fighting a different fight from their parents,” Johnson
wrote, “breaking from tradition and
expressing themselves individually—through art, fashion, music.”
Smarteez Africa The New Generation “The nature of the pick-up in the
economy from late 2008 and the
emerging consensus that growth will accelerate in the coming years,
potentially indicates that the economy is at the start of a new boom,”
says Mr David Cowan, the head of research at Citibank #Kenya
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16-JUN-2010 :: Rich Podcast 16th June 2010 |
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The #Star Is The World Cup a Tipping Point for #Africa ?
http:///94jnfx An Interview with Jeff Koinange on K24 's Capital
Talk http:///81lKEb #Euro 1.2318 [1.2380 is the Key ^DJIA
+213.88 above 200 day MA Greece, where 10-year yields rose 74 basis
points to 9.06% CBOE Holdings Shares Jump and remain a Buy CBOE S&P
500
Volatility Index or #VIX Coffee ramps 20% higher since Friday
Breakfast Commodity Gold Crude Mongolia Zambia Aid Freeze South Africa
All share Index Goes Positive for the Year by 5 points "The vibe is
great," he said. All Africans are supporting each other. We get
together like this every time an African team play.This is going to
unite people and produce new ideas #worldcup #Kenya Last week we
wanted 4 billion (shillings) and the market was giving us 16 billion
http://j.mp/x1t2U
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15-JUN-2010 :: Rich Podcast 15th June 2010 |
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Kyrgyz violence The Ferghana Valley [from whence Emperor Babur came,
in fact] is a Political Hot Bed This is the first substantial upside
correction in the euro in the
better part of two months - It was. Greece's debt cut #Coffee futures
surged to their highest levels in almost two years 2010 YTD Africa SA
All share -0.795% Nigeria +22.168% ^EGX30 +1.48% Nairobi ^NSE20
+32.268% is top of the #Africa Equity Index Parade #Uhurupark A False
Flag Operation ?
http://j.mp/x1t2U
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14-JUN-2010 :: Rich Podcast 14th June 2010 |
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No News is Good News for #Euro Net speculative bets, called shorts,
against the euro were at 111,945 contracts in the week ended Tuesday
The #^DJIA fell 12.4% in just 42 days from the peak on April 26
through June 7. The Standard & Poor's 500-stock index fell 13.7% in 45
days from its peak. The only other time in 80 years that the Dow has
fallen that far, that fast so early in an economic rebound was in
1950, when North #Korea invaded South Korea Price jump shocks #coffee
speculators Speculators in commodities suffered multimillion-dollar
losses last week after the cost of robusta coffee jumped nearly 20 per
cent in just three days Should This Horn Be Banned? The Vuvuzela Five
dead in Nairobi blast
http:///x1t2U
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11-JUN-2010 :: Rich Podcast 11th June 2010 |
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#K24 Jeff Koinange a bit of El Dorado my father had been fortunate
enough to buy in the bar of the Norfolk hotel from a man wearing an
Old Etonian tie Africa already has more middle-class households (with
incomes of $20,000+) than #India In 1998 just 2 million Africans had
mobile phones; now the figure is 400 million today South Korean
Military Denies Top General Drunk as Ship Sank #Africa Equity Index
Scorecard South Africa All share Index -1.92% 2010 #Egypt EGX30 Index
+0.563% 2010 TUNIS SE Index +15.847% Botswana Gaberone Index +2.233%
2010 Nigeria All Share Index +21.064% 2010 Ghana All Share +19.077%
2010 "This budget needs to keep the water flowing over the green
shoots of recovery and it has done that," said Aly Khan Satchu, an
independent analyst.
http://j.mp/x1t2U
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10-JUN-2010 :: Rich Podcast 10th June 2010 |
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The #Biden Entourage from my Eight Floor Window Museum Hill 10.03
http://www.twitpic.com/1vguik The cleric who changed Iran Ayatollah
Ali Khamenei he would sit in the mosque, fill his pipe, light it and
start smoking Euro shortcovering #BP Trades as Junk 7.57% points more
than Treasuries The cost to protect $10million of BP debt for a year
with credit-default swaps almost doubled to $512,000, according to CMA
DataVision. It was $29,000 on April 30 Rolling Sushi With Nobu Sugar
Triple Bottom China Exports Jump 48.5% #Africa ’s economic pulse has
quickened Mckinsey Africa’s collective GDP at $1.6 trillion in 2008
“The rate of return on foreign investment is higher in Africa than in
any other developing region,” McKinsey Foreign direct investment into
Africa rose to $62 billion in 2008 from $9 billion in 2000 MTN Orascom
East Africa Budget Day http://j.mp/x1t2U
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09-JUN-2010 :: Rich Podcast 9th June 2010 |
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Iran faces 'most significant UN nuclear sanctions Hillary Clinton
#IMF Says Risks to Economy Have Risen ‘Significantly’ room for
continued policy support has become much more limited and has, in some
cases, been exhausted.” shockwaves are still being felt Adjusted for
inflation, gold prices are still a long way from their all-time high
above $2,300 an ounce in 1980 Sugar crosses 15.00 Airtel Connects with
#Africa “A billion people, 10 times the size of India, it poses truly
amazing opportunities to grow ” Mittal
said.growth that is forecast by the African Development Bank at 6
percent in East Africa this year U.S. to Boost Kenya Investment After
New Constitution Biden
Matters #Financial Geopolitical from a #Frontier http://j.mp/x1t2U
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08-JUN-2010 :: Rich Podcast 8th June 2010 |
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Good Fortune North Korea's Kim Shakes Up Top Posts The euro’s 21
percent tumble from last year’s high has left the currency above the
average level since its creation in 1999 and stronger than its
predecessor, the deutsche mark Trichet told reporters in Vienna on May
31. “I would also say that the #euro is keeping its value in a
remarkable fashion.'' #^DJIA Falls Through 'Flash Crash' Low #Gold
futures for August delivery, the most active contract, added $23.10 or
1.9%, to settle at $1,240.80 Rise of the tenderpreneurs South Africa
World Cup mascots manufactured in China and McDonald's the official
restaurant #Kenya Debt to GDP 44% versus #Greece 115% Centum results
Matters Financial http://j.mp/x1t2U
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07-JUN-2010 :: Rich Podcast 7th June 2010 |
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Gaza blockade: Iran offers escort to next aid convoy China's Wen jogs
through Tokyo last Monday “The World Cup is a big circus. But the
people need bread” New Statesman Nadine Gordimer $1.1800 mark,
regarded as significant because it is the level at which the euro
ended its first day of trading on Jan. 4, 1999 Does the Internet Make
You Smarter? WSJ We are living through a similar explosion of
publishing capability today, where digital media link over a billion
people into the same
network Crude Gold Copper Orange Juice “The mobile phone has
revolutionised lives and transformed society,” says Michael Joseph
Today, more Africans have phones than toilets Kenya Shilling 6 Year
Low http:///x1t2U
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04-JUN-2010 :: Rich Podcast 4th June 2010 |
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#US and #China can't calm South China Sea 1.2110 Key Chart support
Natural Gas +6.00% Triple Bottom on the charts #Copper China slow
down Talk In Search for BRIC Bargains Bloomberg The MSCI World index
fell 6.5 percent since December and trades for 13 times earnings
estimates, according to Bloomberg data. The emerging index also lost
6.5 percent and has a price-earnings ratio of 11.8 Africa ’s frontier
market ready to score FT . “An eminent businessman once commented that
profit lies where the gap between perception and reality is greatest.
That surely applies to sub-Saharan Africa,” she said. According to
recent estimates, at least $854bn (€702.6bn, £586.4bn)
have been siphoned from Africa since 1970 in cumulative capital flight
#Kenya Airways
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03-JUN-2010 :: Rich Podcast 3rd June 2010 |
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Weekly Piece for The Star The Tape is Your Telescope #Lefevre and
#Safaricom http:///cXW6mW World Bank Edition 2 #Kenya Economic
Update and Special Focus on
Port of Mombasa http:///bSd1G1 ICT #Revolution continues Phone
Ownership is likely to have exceeded 20m in 2010 [15,000 10 Years ago]
The Arrival of the Information Century ? Iranian news report that the
country's central bank has begun switching €45 billion ($55.06
billion) of its foreign-currency reserves into dollars Dow ^N225
Bounce Liz and Dick: The Ultimate Celebrity Couple Vanity Fair
Truffles Gold 6 day winning Streak in shallow reversal MSCI EM Dubai
Index Kenyan shilling closes at lowest level in 14 months
http:///x1t2U
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02-JUN-2010 :: Rich Podcast 2nd June 2010 |
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Weekend Piece for The #Star #Safaricom The Tape is your Telescope
http://j.mp/cXW6mW Macro Thoughts #Euro 1.1760 then 1.0950 #Gold
1400.00 Hatoyama Resigns Japan Israel Takes the Bait Posted by George
Packer New Yorker The flotilla was bait, and Israel took it—a classic
triumph of civil disobedience over state power James Bond Aston Martin
With Machine Guns May Fetch $10 Million China’s Stocks Decline to
13-Month Low "Africa is our #future and will be a principle reservoir
for world
economic growth in the decades to come," Sarkozy said. #Africa Stock
Index Scorecard http://j.mp/x1t2U
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31-MAY-2010 :: Rich Podcast 31st May 2010 |
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I do thank Sicily Kariuki The Managing Director of the Kenya #Tea
Board for a sparkling and fascinating sweep through the Tea World
http://j.mp/brrNMK #Mindspeak Dow Industrials, down 871.98 points in
May Dennis Hopper: A Life in Pictures Vanity Fair Crude Oil -14.00% in
May A new #dawn in #Africa The Telegraph “Of course we need better
leadership but Kenya is full of entrepreneurs – that’s the way
forward.” Zambia to sell $1b Eurobond Barclays Bank Kenya reports
-9.09% 1st Quarter.
http://j.mp/x1t2U
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28-MAY-2010 :: Rich Podcast 28th May 2010 |
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We ran into the big #boom of 1901 and I made a great deal of Money-
that is, for a Boy. You remember those times? Warhol’s Mao Rescuing
the rescuers The Economist Wolfgang Schäuble, Germany’s finance
minister, quipped: “If you want to drain a swamp, you don’t ask the
frogs for an objective assessment.” Dow industrials jumped 284.54
points "THEY took away my #Twitter ,” moans Wyclef Jean “Donkeys
spread rumours about me I don’t respond cause I’m the master that
leads them to the well to drink the water.” Now, says one of his new
advisers, “Wyclef is only allowed to tweet under supervision.”
#Africa 's Local Champions
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27-MAY-2010 :: Rich Podcast 27th May 2010 |
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#Mindspeak 29th May 0930 am for 10 am Start Westgate Cinema 1 Guest
Speaker Sicily Kariuki MD The #Tea Board The [Tea] Farmers will drive
the Ferraris The Star
http://j.mp/b7fbfU Kenya The #Silicon Valley of #Mobile Banking The
Star http:///a8x30k Iranian nation consider them among the ranks
of its historic enemies Iran Russia Cool dude, or just a square in a
suit? 'Maybe one day he will do something to warrant all this
attention.' Michelle Obama [rather cruel I thought] Euro 1.2292 Barton
Biggs Says Stock Market Set to ‘Pop’ Safe holds an estimated $630bn of
eurozone bonds Zimbabwe grows for first time in 11 years MTN +8.15%
Safaricom
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26-MAY-2010 :: Rich Podcast 26th May 2010 |
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Clinton calls for retaliation against North Korea South Korean ships
and North Korean submarines were playing a cat-and-mouse game in the
Sea of Japan Euro anaemic Nigeria May Reduce Euro Holdings as Currency
Slumps Ghana Safaricom Africa Mobile
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25-MAY-2010 :: Rich Podcast 25th May 2010 |
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The Star Weekly Piece Kenya The Silicon Valley of Mobile Banking
http:///a8x30k Euro 1.1760 then 1.0950 Kim Jong Il Orders
Military to Get Ready for Combat Game Theory or is it ? High Beta
Currencies take a pasting Kospi -8.08% 2010 East Africa to grow 6% in
2010 OECD MTN MPESA 11% of Kenya GDP 20% Of Kenya GDP 2010
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24-MAY-2010 :: Rich Podcast 24th May 2010 |
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Saddam Hussein and described to me how a Visitor would be shown
through sometimes more than 20 Waiting Rooms, each room chilled more
than the previous one until you were finally brought into His
Presence, shivering like a Baby Aburish Beyond the door marked
“Austerity” Paul Mason New Statesman Euro objective 1.1760 Sexy Calico
Dresses Usher in Birth of Capitalism Aston Martin #Rapide Crude
70.71 Gold 1190 Sugar +4.23% "Imagine a government which has delivered
double-digit growth for over seven years losing an election anywhere
on earth," he told Reuters. "It is unheard of for such a phenomenon to
happen." Zenawi . “Each time the government said, ‘build a refinery’,
they said: ‘it’s impossible’. The Chinese came and said: ‘A refinery?
What size?’” SA Allshare -5.0892% #Egypt EGX30 +2.98% #Nigeria All
share +28.6022% #Nairobi All share +29.281%
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21-MAY-2010 :: Rich Podcast 21st May 2010 |
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Korea's Kim is a keen Student of History and a Protege of Nixon and
Kissinger and the Madman Theory Equities wobble except at the furthest
flung Frontiers Privacy and the internet Lives of others The #Euro is
headed to 1.1760 short covering rallies are for selling Shibboleth
2007 "The weather project" by artist Olafur Eliasson The price of the
crude-oil futures contract for June delivery wobbled from an advance
of 2% to a slump of 8%, before settling at $68.01 a barrel, down 2.7%
#Gold Naomi Campbell called to the ICC Rand South #Africa All share
-4.803% 2010 Go further afield to #Kenya +28.92% Ghana +27.11% Tunis
+14.85% Nigeria +30% Mystery of 164b #Kenya explained
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20-MAY-2010 :: Rich Podcast 20th May 2010 |
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DC to Lula: "Nice try, but too late" The Return of the ZIL Retro
Russian Chic Intervention Talk lifts the #Euro off the ropes but for
how long ? Dolly Parton: “Sometimes I like to run naked in the
moonlight and the wind, on a little trail behind our house, when the
honeysuckle blooms. It's a feeling of freedom, so close to God and
nature.” Palladium gets crushed 9.4% #Africa “This was the biggest
test the region has faced for many years and it’s coming out of the
crisis well,” Selassie said. “Top marks for the region.” SA All share
-1.8068% for the year #Kenya #Nigeria Athi River Mining
http:///x1t2U
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19-MAY-2010 :: Rich Podcast 19th May 2010 |
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Someday, when My Game was all right, I'd need such a place.When a Man
is right he wants to get all that is coming to him for being right
Lefevre Reminscences of a Stock Market Operator #Euro Stocks Copper
Tumble as Germany Bans #Naked Short Sales Euro headed to 1.1760 Gold
1400 Life Healthcare Biggest IPO in Africa Equity Bank and Safaricom
Game Changer ? https://rich.co.ke/rctools/wrapup.php
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17-MAY-2010 :: Rich Podcast 17th May 2010 |
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My Weekly Piece for The #Star The Sick Man of #Europe
http:///az7VFf “We have a sick man on our hands, a man gravely
ill, it will be a great misfortune if one of these days he slips
through our hands, especially before the necessary arrangements are
made.” Tsar Nicolas China The Red Machine Nassim Taleb, the author of
“The Black Swan,” recently said to me, “As the system gets more
complex, it becomes harder to forecast.” #Euro is going to 1.1760
1.0950 1.00 0.7950 Crude fell below 70.00 1st Time 10 months #Gold
1400 Target China stocks down Big The Tape is Your telescope #Africa
Scorecard SA Negative for 2010
https://rich.co.ke/rctools/wrapup.php
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14-MAY-2010 :: Rich Podcast 14th May 2010 |
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Abhisit #Thailand Between a Rock and a hard Place “You have the great
problem of a potential disintegration of the euro,” Volcker, 82 #Euro
in Freefall 1.1760 then 1.0950 then 1.00 and then maybe 0.7950 [where
I was stopped out many years ago] #Gold Bel-Air Mansion There's a
pond for swans, seven fountains, a Turkishhammam and a columned movie
theater with a mural on the ceiling Oil Futures Settle at $74.40;
Three-Month Low SA +1.355% EGX30 +11.42% Nigeria All share +33.898%
Draft Law Fraud Squad Kenya at a 21 month High Access Kenya #Africa
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13-MAY-2010 :: Rich Podcast 13th May 2010 |
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#Euro below 1.26 and headed to 1.1760 on my chart The Dow ended 148.65
points higher at 10896.91, about 29 points above its close last
Wednesday, before the " #flash crash ." Zapatero cuts and boosts
Equity Markets world wide Rigged-Market Theory Scores a Perfect
Quarter Even if you had a 95 percent likelihood of a winning day, you
would
have only a 3.9 percent chance of doing it 63 trading sessions in a
row highest settlement for a most-active contract since gold futures
started trading in 1974 Africa Equities 2010 Scorecard SA +1.85%
Nigeria +33.591% Ghana +26.094% Kenya Telecom Flare Up starts to die
down https://rich.co.ke/rctools/wrapup.php
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12-MAY-2010 :: Rich Podcast 12th May 2010 |
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At 43 years and seven months, Cameron is the youngest U.K. leader
since 1812 A Conservative-Liberal democrat coalition is the market’s
favorite outcome Cameron inhaled Statecraft as Psychiatry Obama The
Shrink Karzai the Patient Euro target 1.1760 Athens Composite trades
heavy Duke Ellington: Take The "A" Train You Tube Enjoy!
http:///acnCNR SABMiller Plc patented an easy-to- open beer can
that converts into a drinking cup when the top has been removed For
South African companies, raised on links with the west, investing in
Africa is a new “orthodoxy” says Jacko Maree Ghana All share Index
Bloomberg Visual +25.753% 2010 Mbweni Ruins Kibaki and Raila will go
‘village to village’ https://rich.co.ke/rctools/wrapup.php
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11-MAY-2010 :: Rich Podcast 11th May 2010 |
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My weekly Piece for The #Star Safaricom the Regulator and #Pinball
http:///9zaDNS The Wizard Of Oz and #Voodoo Economics “Over the
Rainbow” is, or ought to be, the anthem of all the world’s migrants
The Brown paradox Black Swan Euro 1.2727 Yesterdays price action was
the very definition of a Dead Cat Bounce #Gold 1225 then 1400 SA at
scratch Somalia Mobile Namibia +6.07% yesterday Nigeria + 33.048% 2010
Car and General Kenya Bio Diversity
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10-MAY-2010 :: Rich Podcast 10th May 2010 |
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The Wizard Of Oz Propping up Gordon Brown would be Toxic Cameron is
hungry for Power #Europe sends a message of shock and Awe but will it
be enough? Euro 1.1760 Target #Qatar buys #Harrods #Africa Youth
Liberate or Detonate Another generation is being mass-produced,
surfing on a wave of technological advance SA All share -4.16% 2010 at
open EGX30 +8.82% 2010 #Nigeria All share +32.078% The Pirate Sector
Kenolkobil https://rich.co.ke/rctools/wrapup.php
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07-MAY-2010 :: Rich Podcast 7th May 2010 |
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Britain #Hung Parliament William Hague the shadow foreign secretary,
said a Labour-Lib Dem coalition deal would be “shameful” and voters
could punish Mr Clegg
for propping up a defeated government Cable cracks It happened so
quickly, it was like a #torpedo Trading Glitch Suspected in 'Mayhem'
as Dow Falls Nearly 1,000 slid the most
since the 1987 crash #Gold 1201.20 then 1225 then 1400 The Age of
#Turbulence 77.06 last Sugar down There is a contagion of fear
https://rich.co.ke/rctools/wrapup.php
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06-MAY-2010 :: Rich Podcast 6th May 2010 |
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Yar Adua Nigeria has lost the jewel on its crown Jonathan Greece 3 Die
PM Biggest challenge is to maintain Social Cohesion Malawi a Fly Whisk
Jomo Kenyatta Hastings Banda Charles Njonjo Euro targets 1.2380 then
1.0950 then 1.00 Bugatti Blankfein versus Pandit Nigeria is a
screaming Buy Ghana Al Share SA All share back at Square 1 for the
Year
https://rich.co.ke/rctools/wrapup.php
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05-MAY-2010 :: Rich Podcast 5th May 2010 |
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Things fall apart; the centre cannot hold The #Euro U.K. Navel Gazing
as Europe Crisis Deepens The voters seem incapable of handling the
truth and
the parties do not want to break ranks and be the first to tell them
Euro below 1.30 Risk reversal Dow down 225 points Surviving the Age of
Humiliation Google Yourself Copper warning Nigeria All share Tunis
crosses 4900 Russia Gold refinery #Uganda
https://rich.co.ke/rctools/wrapup.php
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04-MAY-2010 :: Rich Podcast 4th May 2010 |
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The #Dubai Dream Kenya http:///bmC6OA The Star An Amboseli
Evening Aly-Khan Satchu http://www.twitpic.com/1kvvwy Greece Thailand
Impasse Risk Hefner said. “My other home was the movies. It’s the
movies that fuelled my dreams and fantasies. The Hollywood sign
symbolized all that.” Hefner rescues #Hollywood sign “That’s the
reason that I got the Big Bunny, the black DC-9, the coolest private
jet ever, like a flying apartment,” Hefner said Euro 1.2980 Objective
Copper is a worry and a Signal Angola to get first credit rating
Safaricom response from Micheal Joseph CEO
https://rich.co.ke/rctools/wrapup.php
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03-MAY-2010 :: Rich Podcast 3rd May 2010 |
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a dreamy and beautifully exquisite weekend in the #Amboseli #Greece
Show Me the #Money Moment $146b Bets against #Euro at record 1.2980
Objective Brazil Trades A Rated #Gold at a 4 month high 1225 then
1400 ^BVSP SSE Index 000001.ss Africa Boom Lures Investors SA All
share Nigeria All share Tunis SE Index Ghana All share Scangroup
https://rich.co.ke/rctools/wrapup.php
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30-APR-2010 :: Rich Podcast 30th April 2010 |
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#Amboseli My Elephant Hunt Majestic Mystical Creatures #China Soft
Power #Shanghai Expo Brown in a Squeeze UK Greek Tragedy needs to
conclude before May 19 Redemptions One Step back and one and a half
Forward Crude Resilient #Gold 1225 1400 Objectives #Baidu versus
Google was a set up Pairs Trade Uganda Nigeria near perfect correction
in the All share Ghana All share +16.521% 2010 and plenty of headroom
Kenya Re ruminations https://rich.co.ke/rctools/wrapup.php
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29-APR-2010 :: Rich Podcast 29th April 2010 |
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#Aljazeera Euro 1.2980 Objective #Greece Edge of an Abyss Lamont
Redux Fed Doveish #Goldman Sachs Abacus Buy Calls sell Puts
Information Asymettry Gold Highest since December 1225 1400 MTN
Orascom SA All share Nigeria All share Scangroup have proven highly
talented #Bond Traders and Cash Managers 2009 results
https://rich.co.ke/rctools/wrapup.php
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28-APR-2010 :: Rich Podcast 28th April 2010 |
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#Greek Stocks Regulator Bans Short Shelling From Today to June 28
Greece 2 Year 19% Only Venezuela and Argentina trade higher than
Greece on CDS Euro 1.2980 Objective
#EMBI and Emerging Market bonds blow out Bharti South Africa all share
+5.938% 2010 Nigeria +26.10% 2010 6 day decline 6.3% Get Kony Vanity
Fair Cit cuts to 10% The #Magic Tipping Point The Star
https://rich.co.ke/media/docs/017NSX1204.pdf
https://rich.co.ke/rctools/wrapup.php
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26-APR-2010 :: Rich Podcast 26th April 2010 |
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#Greece Buys Time Hillary Clinton The #Comeback Kid 44th President
and his Secretary of State meet once a week for 45 minutes Greek FM
Investors who bet against Greece will lose their Shirts. Show me the
Money Euro Kicking the Can down the Road Dow and ^N225 set to extend
The #Money Whisperer They said that he could move decimal points
telekinetically, that he owned the global rights to the number three
quintillion seventeen Sugar Year Low Double Bottom SSA resilient
Equity Markets surge in 2010 IMF #Kenya Upgrade
https://rich.co.ke/rctools/wrapup.php
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23-APR-2010 :: Rich Podcast 23rd April 2010 |
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The Magic Tipping Point #Africa Equities from #Cape to #Cairo Voodoo
Economics The Light Switch Has Been Flicked On Africa
http:///9vrHxU inviting a mosquito to cure malaria I condemn all
pressures, all satanic pressures, pressures on the government and
people of Zimbabwe Euro 1.2980 Objective Apple overtakes Microsoft
Nigeria Ghana South Africa Index Lubumbashi to Durban - separated by
just 2,000 kilometers - takes eight days to complete by rail and 38
days by road Equity Bank returns to Hyper Growth ?
https://rich.co.ke/rctools/wrapup.php
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22-APR-2010 :: Rich Podcast 22nd April 2010 |
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revisiting the Landscape of my Childhood Obama backs down on Sudan or
does he ? Euro fades 1.980 Objective Greek over 8% Palladium Taj
Oberoi Ukraine PFTS Index +78.496% 2010 Egypt ^EGX30 South Africa
Nigeria All share Zimbabwe FIFA World Cup Kenya 10 Year Kenya Cabinet
Reshuffle https://rich.co.ke/rctools/wrapup.php
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21-APR-2010 :: Rich Podcast 21st April 2010 |
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Obama accused of Playing Politics with #Goldman That was an expensive
White House Dinner Blankfein passed on Goldman analysis Its on a
single Digit PE #Apple IMF Sovereign debt risks Advanced Countries
have Debt levels they had after World War 2 but without a World War
credit recovery would be “slow, shallow and uneven” Greek talks begin
475 #Greece Bunds Apple more extraordinary products this year Nigeria
All share SA All share Ghana All share NSE at 2010 High
https://rich.co.ke/rctools/wrapup.php
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20-APR-2010 :: Rich Podcast 20th April 2010 |
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What likes the Banking Crisis and the Volcano? Over complex and over
strained Systems. Connectivity and small Perturbations. Black Swan. It
felt and looked like the end of days Iceland. Gold 1142.4. Sugar
+5.29% basing out Africa Yields in uncharted Territory Nigeria All
share Tunis SE Index NSE20 KQ Flowers and Vegetables
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19-APR-2010 :: Rich Podcast 19th April 2010 |
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Rock Springs Rich Ford Obama President of the World BBC Poll numbers
#Goldman Sachs Read My Piece for The Star here
https://rich.co.ke/media/docs/017NSX1904.pdf Poodles turn into
Rotweilers Looters in Loafers Krugman Goldman roils markets Euro
1.2980 Objective Crude hammered lower #Gold pulls back #Africa
reboots Bono U2 You want to float in the shallow waters of the Dow and
Nasdaq Mo Ibrahim Zimbabwe 30 years Nigeria SA and Kenya stock Indices
Flowers and the Ash https://rich.co.ke/rctools/wrapup.php
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16-APR-2010 :: Rich Podcast 16th April 2010 |
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I think the Euro will hit 1.2980 before 1.40 Miguel Street VS Naipaul
P.76 Google Books http:///9QM0K7 Silence. I just been thinking.
Look, Boys, it ever strike you that
the World not real at all? It ever strike you that we have the only
Mind in the World and You just thinking up everything else? Bakiyev
exits stage Left leaves his Brother behind Athens asks IMF and EU to
show the money Google Profits and Analysis Google versus Baidu Wolfram
Alpha The A Yacht not the Train Innovation in Emerging markets China
Index Futures Africa Equity Markets Bamburi
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15-APR-2010 :: Rich Podcast 15th April 2010 |
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Pepe Escobar The Roving Eye Nuclear Obama calculated Subtlety Nixonian
Deftness Strategic Depth Impeccably Laconic Hu Iran Euro Volatile
1.3577 1.3657 Greek woes Credit Default swaps at same level as Apr 8
highs Dow 11123 Google to report Palladium +4.88% Sugar sweeter +2.54%
China GDP +11.9% Sudan A rising tide of Prosperity Lagos Mega City a
droning army of Generators provides a bass line for the sound track of
lagos Lagos GDP $28b SA All share +6.6254% 2010 ^EGX30 +12.359% 2010
^NSE20 +25.438% Safaricom targets 6.10 Top of the Range
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14-APR-2010 :: Rich Podcast 14th April 2010 |
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The Name glows like the #Moon I have given the best #birthday
Presents I have backed projects of Epic Proportions I open my eyes in
the Dark #Obama wins backing for Nuclear Proposal #Athens sells
Bills but I reckon you put on a 1-10s Steepener #Singapore Dollar
reprices on GDP LVMH Ethiopia ^EGX30 Nigeria All share Kenya
#Geothermal Safaricom Kengen
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01-APR-2010 :: Rich Podcast 1st April 2010 |
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China Iran President Bani Sadr Caught between what they desire and
what they think is attainable Regime benefits from a State of Crisis
.A Greek Tragedy is not a Short Affair. ^N225 Ostrich Eggs Ukraine
+64% 2010 Zain Full Year China's Affluent and Bags Full of Cash Kenya
ICC Limuru Tea Happy Easter https://rich.co.ke/rctools/wrapup.php
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31-MAR-2010 :: Rich Podcast 31st March 2010 |
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Lubyanka Station This is Your Golgotha Apple Tiger Woods Earl Woods
Dark Side all he ever bought her was a Chicken Wrap Vanity Fair Copper
5 year highs #Bharti Airtel 364.8 Price Target Southern Sudan breathe
in the sweet air of the Nile Thats Freedom #Africa A continent Full of
Hope and Opportunity Bharti Sunil Mittal Nigeria +26.811% 2010 Stephen
Jennings Kiwi Oligarch gets the Africa Bug Safaricom tests 4G
https://rich.co.ke/rctools/wrapup.php
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30-MAR-2010 :: Rich Podcast 30th March 2010 |
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Bashir threatens Southern Sudan #Greece sells 7 Year Euro Bond at 310
basis points over One #Bullet has been dodged but there are plenty
more to be fired Dow ^N225 C 7.7b common shares for sale A Gilded
Chestnut Leaf Sugar Angola Kwanza at record low versus #Dollar Black
Market trades over 100.00 Nigeria Morocco TPS Serena Jubilee Holdings
results #Africa Kenya https://rich.co.ke/rctools/wrapup.php
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29-MAR-2010 :: Rich Podcast 29th March 2010 |
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Brazil De Gaulle #Brazil is not a serious Country will be the 4th
biggest Economy in the World by 2050 Black Widows Suicide Bomb the
Moscow #Metro Nikkei near an 19 month high US Bonds have a rough week
last week #Africa Rate Cut Central Interest Rates in a sweet spot
Nigeria All Share ^EGX30 Tunis SE NSE20 SA All share Jubilee reports
strong results as does TPS #Serena
https://rich.co.ke/rctools/wrapup.php
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26-MAR-2010 :: Rich Podcast 26th March 2010 |
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A Bedouin #Wedding at Ngong Races South #Sudan A Civil #Divorce not a
Civil War Trichet calls the IMF Intervention in Greece very very bad
US Bond Curve steepens Dubai rally SARB cuts 50 basis points Rwanda
cuts as well Kenya 91 Day Treasury Bill at 5.748% CFC Stanbic #Tea
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25-MAR-2010 :: Rich Podcast 25th March 2010 |
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#Obama Netanyahu Portugal Down Grade #Twitter Fashion Euro Woes The IMF Changes in Executive Compensation throwing a Money Wrench into Family Law across the Country Sugar surge MTN CEO about Mittal They would have been in a better position if we had held their hand A Red Rag to Sunil Mittal ? kenya First Viral Music Video Makmende Shaft https://rich.co.ke/rctools/wrapup.php
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24-MAR-2010 :: Rich Podcast 24th March 2010 |
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Goodluck Jonathan Swissie hits all time high against #Euro Dow 17 month high 10888 Japan exports grow fastest in 30 years Buffett a Temporary
defeat is not a Permanent One Moghuls who got rejected 81.20 Gold 1100 area
Sudan Vote like a Vote under #Hitler #ICC Ocampo Nigeria tops 25,000 +19.991%
2010 South Africa Airline Routes to #Africa +11.4% versus -3.2% Global average The Man from Senegal Baguettes RVR Ambience Transcentury Standard Group #Coffee AA Price Surge https://rich.co.ke/rctools/wrapup.php
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23-MAR-2010 :: Rich Podcast 23rd March 2010 |
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#Google defies #China and sets up shop in Hong Kong Bashir will
expel Poll Observers We will cut off their Fingers and crush them
under our shoes Yasir calls for him to step down 1.3507 Euro Going
Bust in #Greece Sunshine Mega Cities Subbarao is he behind the Curve
? SSA Equity Indices on 2010 highs Kenya Rate Decision today
https://rich.co.ke/rctools/wrapup.php
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22-MAR-2010 :: Rich Podcast 22nd March 2010 |
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Obama wins Health Care but pays more than Buffett 3.5 basis points for
2 Year Money 1.3513 Euro Pound 1.4959 Jim Rogers cannot see myself
buying Sterling in my Lifetime #Apple versus Nokia Apple makes more
money from #Iphone than Nokia does on all its Phones #Cocoa #India
Rupee 44.00 Objective with Subbarao an itchy Finger on the trigger
Harare Embassy Nation Access Kenya Results
https://rich.co.ke/rctools/wrapup.php #Ushahidi #Mindspeak
@whiteafrican
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19-MAR-2010 :: Rich Podcast 19th March 2010 |
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#AfMediaConf #Information flows more quickly over longer Distances
than ever before Aga Khan We need to move from Visions to Doing Kagame
Kibaki The Age of #Citizen Journalism Prince Hussain and Princess
Khaliya The Oresteia Aeschylus Agamemnon Dollar stronger Fed Looking
at Discount Rate Dow 8 day winning streak Teflon Juma
Bharti Zain Nigeria econet is 'cheesed off' Henry Morton Stanley I
presume Diamond Trust Bank results
https://rich.co.ke/rctools/wrapup.php
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17-MAR-2010 :: Rich Podcast 17th March 2010 |
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#Blood Sacrifice Thailand Jacob Zuma gets Spousal support of $2m
Malema is fond of #Gucci Suits #Breitling Watches Calls for Lifestyle
Audit Dollar weaker Fed soothes and its a Green Light to sell the
Dollar BOJ ^N225 set to test 12 month highs Crude above 82 resistance
85 Gold higher 1225 next Sugar crushed Time to sell Puts Tanzania 6.2%
GDP 2010 Angola reserves down to $12b #Egypt bounces on photos of
Mubarak in his Dressing Gown IMF upgrades #Kenya GDP to over 4%
Citadel Capital reports
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16-MAR-2010 :: Rich Podcast 16th March 2010 |
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#Thailand Protestors draw Blood for the #Blood Sacrifice China and
Japan reduced US Debt #Nigeria is falling apart Wole Soyinka Theatre
of the Absurd Anger has peaked Industyr of lies The Cabal around Turai
bunch of Absolute Brigands 6.9% GDP Growth in 2009 Stock Exchange
+17.001% year to date Somalia and the #Sufi Egypt Kenya #Tea
https://rich.co.ke/rctools/wrapup.php
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15-MAR-2010 :: Rich Podcast 15th March 2010 |
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Ushahidi Hersman #MindSpeak #Dubai Sell the Rally ? Or Calls Pound
Moodys Substantial Execution Risk Elephants If You look into an
Elephant's Eyes, Your Existence Your Mind Your Being in the World is
changed Forever CITES #Africa #Equities surge Frontier
https://rich.co.ke/rctools/wrapup.php
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12-MAR-2010 :: Rich Podcast 12th March 2010 |
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Fuld Repo 105s Lehman and Balance Sheet #Sorcery Euro pops over 1.37
Crude Gold Sugar Orange Juiced Deposit Mobilisation at the bottom of
the Pyramid Nigeria looks bullish Kakuzi #Tea trades a 10 Year high at
87..00 +333% for 12 months Full Year Results Farmers and #Ferraris
https://rich.co.ke/rctools/wrapup.php
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11-MAR-2010 :: Rich Podcast 11th March 2010 |
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China Congo Copper IMF FG Hemisphere Mobutu Sese Seko Paper If China
does not come to Congo we are in big sxxt Smartphone to surpass PCs in
2012 #Apple price target 256.00 IPhone Mexico spends $20.00 per
capita India $1.00 China $3.00 Sugar Palm Oil Rice MTN Nigeria #Kenya
#Malawi The Presidential #Jet Results
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10-MAR-2010 :: Rich Podcast 10th March 2010 |
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#Apple The Crazy Ones Cameron Obscura #Vanity Fair Obama is having a
very eloquent one sided Conversation Sterling and Euro slide Britain
#AAA Jeopardy Fitch Tiger Woods Odds for Masters Bruni goes for a
Musician Sarkozy runs into the arms of his Ecology Minister who is
also a Karate Champion Sugar slide #Africa is Back IMF #Kenya is on
a bull run
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09-MAR-2010 :: Rich Podcast 9th March 2010 |
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Ushahidi MindSpeak Erik Hersman White African #Internet is a
Fundamental Human Right The #Speed of the Connection Sterling teeters
Gold backs down but is headed to 1225 Massacres in #Nigeria Sahara
Solar Zheng Ming and light skinned Chinese Descendants in the Lamu
Basin Kenya #NSE Bullish Sauri
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08-MAR-2010 :: Rich Podcast 8th March 2010 |
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#Beijing $ Peg #Somalia is not a Failed State Ferguson #Hersi
Complexity and the Collapse of Empire Foreign Affairs History not
Cyclical but arhythmic Amplifier effect Dubai World Essar Tullow One
Thing is for sure the Americans are not going to explore in the
Heartland of #Africa They are afraid they will be put in a Pot and
Cooked Africa Land Grab Turai Yar Adua Carbacid Kenya #Agriculture
Stocks https://rich.co.ke/rctools/wrapup.php
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05-MAR-2010 :: Rich Podcast 5th March 2010 |
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Rope a Dope Gordon Brown Cameron need to float like Tony Blair in 1997 and sting like Mrs. Thatcher in 1979 Play the Long Game #Sterling throws a wobbly #Greece Natural #Gas #Sugar #Cocoa Divisionists Beware Rwanda #Kenya to demutualise the Bourse Total HFCK results Its a Bull Market don't you know in African Equities Jesse #Livermore
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04-MAR-2010 :: Rich Podcast 4th March 2010 |
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#Japan eyes up #Juba to #Lamu pipe Line Zuma gives a Sculpted Zulu Chess Set to the Queen only to find out She already Had one The Queen gave him a Mounted Bronze Stag Buying Baidu Selling Google Mark to Market #Facebook $11.7b #Twitter $1.44b I am a Buyer Bharti Airtel Mittal I like to paint on a Broad Canvas Zain Sacks From The #Cape to #Cairo Standard Chartered Bank Kenya Results IMF upgrades #Africa https://rich.co.ke/rctools/wrapup.php
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03-MAR-2010 :: Rich Podcast 3rd March 2010 |
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#Argentina UK Falklands Christina Kirchner Malvinas Galtieri Hydrocarbons #Clinton Would sending a Few Gun Boats down there put Gordon Brown over? #Poundland Villa #Leopolda and The Widow Safra takes Prokhorov's 40m #Euro Deposit #Gold 1225 then 1400 2010 Cocoa Sugar South Africa 10 Year Bonds 197bps over Nigeria Turai Long Shilling short Pound BAT
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02-MAR-2010 :: Rich Podcast 2nd March 2010 |
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Hung Parliament is the #Nightmare Scenario for #UK #Sterling Assets
Pound targets below 1.40 #Negative Economic Surprises Negative
Political Risks Negative Capital Outflows Gold Copper #Orange Juiced
#Alwaleed #America is down but not out. You are in a Mess right now.
Both Wives live with him in a Sand Coloured Palace of 317 Rooms and 4
Kitchens. Turai Yra Adua the Mobile ICU Nigeria stocks congested
Dominion raises 33m Pounds for Uganda Drilling #Washington is looking
at this particularly as a very unique historic opportunity to bring
change Kenya.
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01-MAR-2010 :: Rich Podcast 1st March 2010 |
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#Pound Greek Bailout Speculators have a record short Position in Euro
#Google 7.2b Page Views per day 85.78% Search share Lily #Safra buys
Giacometti Walking Man 1 for $103.4m Villa Leopolda Monte Carlo
#Copper spike om Chile Uganda The Son and Heir takes charge of the
Presidential Guard #Puma wilderness Safaris #Sameer
http:///x1t2U
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26-FEB-2010 :: Rich Podcast 26th February 2010 |
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Karzai plays Western Aims in #Afghanistan for Fools Breaking the Back of the Bank of #England Redux A Personal Story Sell the #Pound Greece Bond Sale Delay Data Data an #Information #Revolution Bharti to bring his #Minute Factory to #Africa via Zain #Kenya Results season
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25-FEB-2010 :: Rich Podcast 25th February 2010 |
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Have you ever read Emily Dickinson ? One of her great first stanzas,
for example, “Wild nights—Wild Nights! / Were I with thee / Wild
nights should be / Our luxury,” Obama 'You Ruined My Life' Brown
yelled “Who do you think is better than me? Do you think there is
anyone who is better than me?” it quotes Mr Brown as saying. #Pound
to slump ? 1.4980 Objective #Zombies #Disney #Marvel #Gold Turkey
Risk Reversal KCB Unga Kenya Results Analysis #Frontier #Africa
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24-FEB-2010 :: Rich Podcast 24th February 2010 |
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Dr #Seuss Are you My Mother ? Its My Fault Its all my Fault Gordon Brown Rare Copy #Superman Comic sold for $1m bought for 10c Cocoa -.5.22% #Dubai Moodys Downgrades UAE Banks $15b Exposure to Dubai World Yar Adua is back Bashir changes Tack NIC Full Year Results #Kenya
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23-FEB-2010 :: Rich Podcast 23rd February 2010 |
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#Waterloo and City Sunset The Kinks UK Hung Parliament would be worst
outcome for #Sterling Assets Cyber Activism #Sugar back in a #sweet
Buy Spot Nigeria Health Minister on way to see Yar Adua in Saudi
Arabia Citadel stalks The Lunatic Express #FT http:///x1t2U
6225 Carat Elephant Emerald Zambia Namibia bans Chinese from Hair
Salon Trade
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22-FEB-2010 :: Rich Podcast 22nd February 2010 |
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Anthills of the Savannah Sterling ^N225 Japan Hoarding Treasuries
Establish Your #Brand Image Moodys may raise India from #Junk Bharti
lines up $9b Good Luck Jonathan I am a mere stand in for President
Yar'Adua who is unavailable Mugabe nods off 86th Birthday Kenya Its
pathetic that it takes a Letter from Obama for President and PM to
talk John Githongo Our lives are in the Hands of 2 Guys acting like
Children playing with a #Pistol Maina Kiai
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19-FEB-2010 :: Rich Podcast 19th February 2010 |
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Hamid 'Nine Lives' Karzai or is it Winston Karzai or Hamid Churchill ?
No One has ever asked to decide before Fed raises #Discount Rate A
Shot across the Bows US 2 Year 0.928% Cable tumble 1.54. Crude Gold
expect low downside and high probability Upside Break on
news of sale of IMF Gold Cable tumble Nigeria bases out again Niger
Coup Fragile Cable tumble Kenya
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18-FEB-2010 :: Rich Podcast 18th February 2010 |
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Yuan China US Dalai Lama Syria Euro rally Fades Tiger Woods Press Conference 1 TV No Questions Gold 191.3m tonnes for sale IMF 1102 1400 Mittal for me New Things a Large Canvas are important Bharti Airtel 1.75b People from Himalachan to Africa Barclays Bank Kenya +10% Equity Bank +5.00%
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17-FEB-2010 :: Rich Podcast 17th February 2010 |
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Dalai Lama President Obama Stelzer advises #Cameron to call in the
#IMF This is is Fellas! Japan now the biggest Single Holder of US
Treasury Debt. Goldman Sachs and Greece The #Neverland Swap Bill
Clinton God has ordained them to crush the Infidels and Starr is their
Cheerleader. The Road Runner. #Facebook Gold Copper #Cocoa Mittal
Crticism of High Price paid was a ' #FairyTale ' Zain Africa #Kenya
#Risk Analysis EABL Tusker My #Beer
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16-FEB-2010 :: Rich Podcast 16th February 2010 |
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Taliban #Afghanistan the Reclusive Mullah Omar The Art of #War The
Way of War is a Way of Deception When deploying Troops appear not to
be #Google versus Facebook UK Ten Year Gilts Sell Gold 1400 Target
Lumber +32% Bharti Airtel #Absa #Nigeria #Africa #Kenya
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15-FEB-2010 :: Rich Podcast 15th February 2010 |
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Pietro Masturzo From The RoofTops of #Tehran #Photography Greece
Goldman Sachs and the Cross Currency Swap #Space The Final #Frontier
0.5 Kn Asteroid worth $20 trillion Zain sells the African for $250.00
per User to Mittal and Bharti Nigeria Uganda RVR #Kenya
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12-FEB-2010 :: Rich Podcast 12th February 2010 |
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Nelson Mandela The Tipping Point #Man Up Obama or say Hello to
President Palin Night of the Long Knives Larry Summers Tim Geithner
Rahm Emmanuel Bashing Wall Street and then Blowing Kisses Bollywood My
name is #Khan Withdrawing the Drugs PIGS Exposure $909b in Germany
France Swiss UK combined #Gold will shine Diamonds The Worst Store of
Value Cocoa and Sugar Good Luck Jonathan Tullow Total CNOOC Kenya T
Bill rates
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11-FEB-2010 :: Rich Podcast 11th February 2010 |
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A New World of Rotating #Sovereign Crises where Politics Matters
again. #Greece Now #UK ? Iran suspends #GMAIL If Google were a Chinese
Company How would US react ? Fed in talks to drain a #Trillion Sugar
Curve #Gold shines De Beers Nigeria SA highly correlated with the Dow
If You are looking for soemone to take Political Responsibility look
somewhere else #Coffee
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10-FEB-2010 :: Rich Podcast 10th February 2010 |
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#Iran will punch the West this Thursday Khamenei The Rumble in
#Tehran Greek Tragedy or Farce ? Choice between 2 Evils Market soothed
a little Gold looks good value versus a Tight stop Sugar Sweet look at
back months Orange Juiced again China imports up 85.5% from a year ago
Nigeria Goodluck Jonathan s Good #Luck Brazil into Africa Lula has
more African stamps in his passport than Hu Sooner or later #Africa
will become a reality and thats what my money is on Nigeria Boko Haram
Extra judicial killings #aljazeera Kenya Tea rises Campbell Bridges
#Tsavorite Killer Suleiman apprehended Kenya Sovereign #sukuk
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09-FEB-2010 :: Rich Podcast 9th February 2010 |
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Sri Lanka General Fonseka forcibly carried away and to face a Military
Tribunal Hours before his arrest quoted on #BBC as saying he was
going to reveal what he knew about War Crimes. Columbo Stock Index has
been the best performing stock market in the World see here Frontier
Markets http:///x1t2U Iran Anniversary of the return of Khomeini
Zuma The Father of the Nation Dow below 10000 Venezuela Bolivar at 5
month low Chavez You cannot buck the market Thatcher Euro above 1.37
Mongolia to raise $1.2b Bond Ghana blocks EXXON Kibaki 2012
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08-FEB-2010 :: Rich Podcast 8th February 2010 |
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#Iran takes the Worm produces Drones Radar Evading Stealth Bomber and
goes for 20% Uranium Rumours of the Demise of the #Beijing Consensus
are that rumours China Per Capita GDP +1200% G7 Contagion Risk
overwhelmed Exit Strategy Rock and a Hard Place Investors keep
reaching for the Dollar The Invisible Tiger Woods re appears Gold Time
to Buy Its the only real Proxy to Gideon Gono Currencies Options Trade
Cocoa and Sugar Buy into Pull back Zain GroundHog Day Kenya Flower
Earnings down Rand targets 8.00
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05-FEB-2010 :: Rich Podcast 5th February 2010 |
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The Key to making #Money is to recognise the existence of a false
belief monitor its progress and act decisively just before everyone
wakes up. Why antagonise #China ? Taiwan No Prospect of a successful
US Defence of the country World Markets shudder Flight into Dollar
Pigs Fly Default spreads blow out European debt crisis systemic India
Monsoon economy ^BVSP slaughtered Frontier markets a safe haven
Nigeria on a high Ethiopia 10.1% GDP kenya Kenya Airways
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04-FEB-2010 :: Rich Podcast 4th February 2010 |
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Bashar Assad Bush gave Obama this Big Ball of Fire and it is burning
domestically and Internationally - Obama He Does not know how to catch
it The Europeans are like the Postman Sudan ICC Bashir Euro weak The
Periphery blows out The #Internet The Next Big Thing The #Platform
Biz Stone Twitter will see a billion searches a day Crude Gold 1400
Nigeria stocks inflect through #Wedge Tullow wins Uganda Bride Kenya
stocks Strong
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03-FEB-2010 :: Rich Podcast 3rd February 2010 |
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The Miracle that is Turmeric Ahmedinijinad signals Iran ready to do a
Nuclear Deal US tells him to call IAEA China races to the Moon Karzai
goes to Saudi Stop The World #Twitter the c21st The World is Flat
Oceans of Red Ink Deficits as far as they eye can see lets look at
Euro Dollar at 1.40 Crude at 77.00 Gold Rumours of the demise of the
Bull Run premature Sugar time to extend across the Curve Chian sells
10 year debt Angola reshuffle World Bank hops on China Africa Express
Senegal plans a 15km wide 7000km long Green lung Remittances Kenya
Nigeria bulls
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02-FEB-2010 :: Rich Podcast 2nd February 2010 |
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China warns Obama over Dalai Lama How long can the World's Biggest
Borrower remain the World's Biggest Power? Larry Summers Stein's Law
If a Trend cannot continue It will stop. Aussie Weak no rate hike.
Gold Rumours of the Demise of the bull Run are premature.Dubai Rally
fades. Credit Default swaps back at pre Bail out levels of 491.5 bps.
Dubai Burj Khalifa You dont build this kind of skyscraper to house
People You do it to make sure the World knows who you are. Nina Wong
Tony Chan Feng Shui Master and Geomancer Un warns on Sudan Nigeria
Bullish Rand strong KPLC Safaricom Mumias
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01-FEB-2010 :: Rich Podcast 1st February 2010 |
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The Mind Of Man is capable of anything because everything is in it,
all the past as well as all of the Future. US raises the stakes on
Iran and via Taiwan on China. Obama Mentor would not give Obama a high
mark. Critical of Rahm Emmanuel. Obama Only Advocacy Tool is his
Charm. Gaddafy misses on AU and says AU wasted his time and was if
they were building an Atomic Bomb or something. Euro below 1.39.
Roubini sees dismal growth. Paulson fingers the Brits. Oil Gold Sugar
is sweet. World Bank $500m PE Fund for Africa Caribbean and Latin
America. Zoellick. Uganda Oil. SA NIgeria Mumias Sugar
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29-JAN-2010 :: Rich Podcast 29th January 2010 |
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Kinshasa and My Briefcase A Bail out for the Taliban EU Greece and
China Social Networking 800m Visitors last October to Big Social
Networking sites Comscore Commodities Copper Gold Crude India's
Subbarao raised reserve requirements and has an itchy finger on the
Trigger India adds 15m Mobile Subscribers Nigeria stocks looking
frisky Tanzania allows its Innvestors to invest in EAC but not
reciprocal Car and General Safaricom Uchumi ready to lift receivership
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28-JAN-2010 :: Rich Podcast 28th January 2010 |
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Kinshasa Congo The Fleuve An Elemental Storm Obama vows to restore a
Tested Nation Bashir backs Salva Euro under pressure Greece buckles
some more Apple Crude Gold Orange Juice Juiced Tullow to sell 50% to
CNOOC Tanzania shops a $500m Eurobond RVR The Lunatic Express Blockers
without Capital Kenol kobil
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21-JAN-2010 :: Rich Podcast 21st January 2010 |
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Juba Bashir to Salva We will be the first to congragulate You if you
choose Independence Catastrophic Loss in Massachussetts 40% lead
versus 52-47 loss health care in jeopardy huge number of seats in
peril Euro crumbles Sugar nears 30.00China GDP accelerates +10.7% 4th
quarter 2009 versus 4th quarter 2008 World Bank Report Kenya Airways
Equity Bank
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19-JAN-2010 :: Rich Podcast 19th January 2010 |
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You cant be that A Poem I I told them When I grow up I'm not going to
be a scientist Or someone who reads the news on TV No, a million birds
will fly through me. I AM GOING TO BE A TREE!
They said, You can't be that. No, you can't be that. They do not
understand me. I'll be a stable if I want, smelling of fresh hay, I'll
be a lost glade in which unicorns still play. They do not realise I
can fulfil any ambition. They do not realise that among them walks a
magician. Taliban attacks the Mayor of Kabul Pound strong on Greek
Tragedy Kraft takes out Cadbury Hot Chocolate Hot Cocoa Nike launches
Golf Clubs without Tiger Apple confirm Tablet event on Jan 27 El Nino
Sugar Crude Gold Dubai pulls a fast one again this time $5b ZIM HIPC
Nigeria busting the top of the Wedge Tunis Uchumi Access Kenya
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18-JAN-2010 :: Rich Podcast 18th January 2010 |
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Interview with Michael Joseph Safaricom CEO The Mayor of Kabul Hamid
Karzai comes under the Taliban Kosh Bonds Flattening Oil and the Saudi
Oil Bank Macro Manipulation of Oil Prices China to sell 360,000 Metric
Tonnes of Sugar but then only 2m left Gold solid and targets 1400 in
2010 Tullow Preempts Heritage and ENI in Uganda Nigeria Bounces Rand
looks a sell near 7.20 RVR Saafaricom and KENYA NSE outstandingly
bullish
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15-JAN-2010 :: Rich Podcast 15th January 2010 |
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Michael Joseph CEO #Safaricom Interview Haiti Alan Whicker Papa Doc
Duvalier Intel Blow out Quarter Dow 15 month high Tokyo Food Tampopo
Dubai sell 2500 Calls Moodys Calls Jamaica Debt Exchange a Default Oil
below 79.00 Lumber +5.00% Goodluck set for some Good Luck Nigeria and
Africa stocks Anglo Platinum Ethiopia Mumias Sugar Ethanol talk Dollar
strong below 1.44
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14-JAN-2010 :: Rich Podcast 14th January 2010 |
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A little War that shook the World Russia Georgia Vladimir Putin No One
Can be trusted but me Sarkozy to Sakavishili Where is Bush They are
not coming to save you No Europeans are coming either You are alone If
you do not sign The Russian Tanks will be here soon Web is new Front
for Cold War Foes Nikkei break out Sugar over 28 cents Stay long with
the Breakfast Commodities Key Emerging Market Debt Investment Grade Al
Qaeda Rogue Aviation Network Zimbabwe +400% since November 2008
Nigeria first down day since 22nd Dec Tullow Ghana Safaricom Kengen
Mumias NSE bull run
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13-JAN-2010 :: Rich Podcast 13th January 2010 |
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Haiti Herve Gogo Anyone can be rich called me from the UN Compound
says 100 dead and he saved himself by hiding under a desk Calls it
Apocalypse Now Is China the next Enron Hardly $2 trillion reserves
400m Internet Users In China 1 in a million is 1 out 1,300 Bill GATES
GOOGLE Baidu Campbell Balir Meyer Iraq deal signed in Blood Dollar
weak Orange Juice +5.75% Oil below 80.00 China stocks down Baba Go
Slow Nigeria markets on a Tear Camara lucid Safaricom surge and Kenya
Stocks on a roll. The lunatic Express
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12-JAN-2010 :: Rich Podcast 12th January 2010 |
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Money talks of Rebellion IRAN But I am sure a Rapprochement is coming
with Khatami and Moussavi They do not have the Cohones for the End
Game and look as if they will sell the Crowd out. Alan Blinder Greed
is Good. China raises reserve requirements 50 bps Jan 81 effective 1
Year Bills up 8 basis points Dollar holds below 1.45 Oil down below
$82.00 Cold Snap to abate apparently Orange Juice comes 13.34% lower
India Fcatory Production +11.7% highest in 25 months Barclays
reccommends selling Nakheel Bonds 71.42 trading target 40-50 Yar Adua
speaks to BBC Nigeria stocks 8 day winning streak Rand softer at 7.44
CMC reports results 0.93 EPS versus 1.59 Safaricom tops top of range
at 5.15 5.20 Bid into close
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11-JAN-2010 :: Rich Podcast 11th January 2010 |
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Africa Football Danny Jordaan Dollar weak Orange Juiced Gold 1400
Target Ruble gains most in Decade last 10 Years Russia +800% US -15%
The Tape is your Telescope China Exports and Imports surge Brazil
Dubai Barclays PLC effects 1st Foreclosure Its a slippery Slope Chavez
deval where is the Money Mutsinzi Report Nigeria Yra Adua Brain Damage
Tullow to list in Uganda Mobile Money Safaricom Mumias Somalia Shimo
La Tewa
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08-JAN-2010 :: Rich Podcast 8th January 2010 |
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Stiglitz FreeFall Shuffling chairs on the Titanic Failure to connect
Dots Obama Yemen Odyssey targets China The Danger of the Bounce Burj
Khalifa Petronas Empire State Building Skyscrapers signal The End of
the Boom Japan ^n225 Orange Juice Juiced Breakfast Commodities China
Exports +23% in 4 terms annually for last 10 Years Nigeria rises most
in 3 months Morocco Tunis Corruption Probe Ghana
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07-JAN-2010 :: Rich Podcast 7th January 2010 |
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Lamu Halycon Days Detroit Bomber Iran Pistachio Gunboat in Reykavik
Iran Pistachio wars with the US $1.2B Value 11% of Non Oil Exports
Gunboat in Reykavik Harbour ICESAVE Fed Minutes soft Bonds Steepen
Dollar China TBILL Rates incease 4 basis points in a Tightening
signal Shanghai -2.209% Nigeria where is the President Nigeria Bourse
moves to top side of Wedge Naira Debswana Botswana Mcleod Russel buys
in Uganda Kenya China Lamu Safaricom comparison with Kenya Tea
Companies Kapchorua Tea Williamson Tea Sasini Tea
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06-JAN-2010 :: Rich Podcast 6th January 2010 |
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Iran shield its Nuclear Efforts in a complex of Tunnels Ahmedinijinad
is a Tunnelling Expert and who knows that might well make him
indispensable to Khamenei and Iran Nato Intelligence condemns US
Intelligence Failings Moving up through levels of Hierarchy is
normally a Journey into greater cluelessness More like Fortune Telling
than serious Detective Work Obama Failure to connect Dots Southern
Sudan Nikkei Bullish 6N225 Orange Juice juiced again +7.68% Tea
Shortage 130m KGs by April Kingdom Alwaleed Citi wants to build a
Bigger Tower than Burj Khalifa in Jeddah China Africa BRIC Amazon El
Dorado Cape to Cairo SA share index at 28000 Safaricom ramps higher
set to test top of Range
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05-JAN-2010 :: Rich Podcast 5th January 2010 |
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Signalling to Terrorists The New Yorker Henry Kissinger rationale for
advising Bush to carry out the Iraq Invasion We had to go in there to
make clear that challenging the US had disastrous consequences.
Afghanistan was not enough to make that Point. Geltzer study to
analyse American communication with Al Qaeda. Dollar backs off. Nikkei
trades a 15 month high. Commodities firm. Orange Juice Juiced Coffee
Hot and Sugar sweet. Dubai renames Skyscraper Burj Khalifa The Wor
impossible is not in the Leader's Dictionary. Impossible is Nothing
Muhammed Ali. Uganda Oil Tug of War Exxon Mobil Total versus Eni. SA
record Foreign Investment 410.3b Tunisia speeds up Privatisations.
Pircay in the Indian Ocean.
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04-JAN-2010 :: Rich Podcast 4th January 2010 |
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Biblical Scene this Morning Matatus on Strike PSV vehicles 100s
walking to work Yemen Its like a Wasps nest If you hit it with a stick
Likelihood that a Person living outside a War Zone will perish at the
hands of an International Terrorist over an 80 Year period is 1/80,000
Auto Accident over same period is 1/80. Danish Cartoonist Somali Axe
Man. Currency Dollar Manchester United Bond Issue A World of Mega
Bytes and Mega Bits Commodities Russia chokes off Supplies to Belarus
Take China out of the Equation and Metal demand -9.00% Cocoa highest
since 1978 Raw Sugar sweet 29 year high Burj Dubai Apartments once
10,000 Dirhams a Square Foot now 4,100 Worlds Highest Mosque at 158th
Floor The Spire William Golding Africa Kenya Rand
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