08-APR-2011 ::  Rich Podcast 8th April 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Indeed the #night #sky is the part of our environment that's been common to all cultures throughout human history All have gazed up at the "vault of #heaven " and interpreted it in their own way Just Six Numbers The Deep Forces That Shape the #Universe http://j.mp/iez09v Laurent Gbagbo #CIV2010 #Africa last vestiges of his power in a bunker beneath the presidential palace He is not a #king ," Mr Alain added. "He is not an #emperor He is a president elected by his people." And In a Bunker #Europe 's Rate Rise Signals End of Cheap- #Money Era #Euro 1.4406 #Yen ¥85.23 Aussie 1.0526 Record #Brazil Real 1.5836 ZAR 6.6285 #Nymex #Crude 111.60 highest settlement since Sept. 22 2008 #Gold 1471.70 New All Time Highs #Sugar and #Cocoa have corrected just over 20% from their 2011 Highs The French in conjunction with UNOCI have created a New Precedent #CIV2010 #Africa The 'Protection of Civilians' has been interpreted in a way in Cote D'Ivoire which is clearly a Departure from previous International Norms Gbagbo 's Iron Lady Simone Ehivet Gbagbo The Devil Sarkozy and The Bandit Alassane Ouattara "God is on our side. God is with us," she told a delirious crowd last year. "God has already given us victory." Simone Ehivet Gbagbo Africa Kofi Annan "Next time perhaps we should invite Madame Gbagbo" #CIV2010 -> It seems Kofi was right Laurent does not wear the Trousers In the covered fish market inside the old souk in central #Tripoli yesterday, Osama Ahmed Omar, a fishmonger as well as a fisherman, brandished a giant #prawn. "You see there is not problem," he said proudly. "Before, these used to be 15 dinars a kilo, now they are 10." official exchange rate of 1.2 dinars to the dollar Spread 1.9-2.10 The #Gaddafi #Propaganda Machine is a subject worthy of Study all on its own. Its Pitch is a little too hysterical Aly-Khan Satchu "I wrote down what he must say" Houni recalled on Thursday. "I said he should say sorry for the victims Saif #Gaddafi Saif appeared on television #Gaddafi http://j.mp/9tXPDr "We will fight until the last man, until the last woman, until the last bullet." Uganda Shilling has rallied 3.948% since trading an All Time Low last Month THE OCAMPO 6: ICC HEARINGS LIVE FROM THE HAGUE #Kenya They were not playing to Gallery anymore and You could see Political Capital being shredded in front of Your Eyes "It's about time for the judicial process to begin. The country deserves closure," Kenyan Justice Minister Mutula Kilonzo "Promises are not enough," ICC prosecutor Luis Moreno-Ocampo EABL raises beer prices  Watch Show

	07-APR-2011 ::  Rich Podcast 7th April 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Mindspeak 2011 RICH #TV http://j.mp/1mPS6v Dinner with Aliko #Dangote http://twitpic.com/4hp5fn #Serendipity An Era of Intervention? The Atlantic the interventions send an important message to the despots and would-be despots of the world that stealing an election or slaughtering one's own people just became a great deal riskier #US rebuffs #Gaddafi plea to #Obama #Gaddafi addressed #Obama as "our son" and "excellency" "unjust war against a small people of a developing country." This is the way the world ends This is the way the world ends This is the way the world ends Not with a bang but a whimper #Gaddafi US and Saudi Arabia discuss Iran 'meddling' This Sectarian Argument obscures the Main Point #Portugal Seeks Bailout From #EU 75 billion euros #Portugal same level as #Ireland #Russia #Mexico #Thailand “It has been widely anticipated by everyone except, it would seem, the Portuguese government.” Euro +7.00% against The Dollar This Year #Euro 1.4271 Yen ¥85.02 #Aussie 1.0475 Record For years the #yen has become known as a " #Teflon currency" ^DJIA 12426.75 its highest close since June 5, 2008 #Gold 1458.20 #Nymex #Crude Oil 108.78 ->120.00 Objective #Cocoa -20.556% since a Multi Year High of 3775 on 4th March #CIV2010 CIV 2.5% $ 2032 highest since Dec. 2 "We are not at the negotiating stage. And my departure from where? To go where?" #Gbagbo from the Bunker "I'm not a #kamikaze I love #life My voice is not the voice of a #martyr, no, no, no, I'm not looking for death. It's not my aim to die," Gbagbo Ivory Coast Defaulted 2032 Eurobonds Advance to 18-Week High 54.563 cents #Egypt Pound 5.9642 -> 6 Year Low The number of tourists visiting #Egypt in February slumped to 211,000 from 1.1 million in the same month last year Kenya Is an ‘Attractive’ Frontier Market on Value RenCap #Kenya sub-Saharan Africa worst- performing stock market in the first quarter Kenya market trades 23% below its four-year average price-earnings multiple and at discounts of 26 percent and 29 percent to its frontier-market peers on a 2011 and 2012 earnings basis.” Ormat Techologies Inc. plans to increase output at its Olkaria III geothermal-power 84 megawatts from 48 megawatts Watch THE OCAMPO 6 ICC on a #Live #Feed  Watch Show

		06-APR-2011 ::  Rich Podcast 6th April 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr "Everybody's dropped him," Juppe told France Info radio #CIV2010 I'm not #Kamikazi I #love Life My Voice is not the Voice of a Martyr #Radioactivity Found in #Fish 526 becquerel per kilogram #Japan “Clearly, they haven’t got the site under control” Richard Wakeford professor of epidemiology #Tokyo Electric plunged the daily limit of 80 yen or 18 percent to close at 362 yen on the #Tokyo Stock Exchange yesterday, the lowest since its listing in August 1951 #Japan There are about 60,000 tons of contaminated #water in basements and trenches outside reactors No. 1, 2 and 3 #Japan Ai Weiwei ' #Life is never guaranteed to be #safe ' #China This is a perfect Example of the Neurosis at the Heart of the Chinese Regime. For Goodness sake, They should just let him be China #IMF Reverses Position on #Capital Controls WSJ - #Euro 1.4292 #ECB How Macho will #Trichet be ? #Yen ¥85.00 Aussie 1.0381 Swiss Franc 0.9169 Euro Yen FOMC Minutes were read as doveish ^DJIA 12393.90 -6.13 -0.05% ^N225 Nikkei Average 9584.37 -31.18 -0.32% #Gold -> 1456.90 <- New Record Highs #Silver 31 Year Record #Silver prices have improved by more than 27% this year while #gold prices are up by 2.3% #Nymex #Crude Oil 108.40 - Objective 120.00+ #Bouazizi Curve #COCOA May 2011 2975 -> 2650 is the 52 week Low Post #Ggagbo Consisting of little more than #egg whites and sugar infused with air this #miracle #food http:///9tXPDr Meringue Gbagbo is in a bunker inside the presidential residence with his family #CIV2010 Ivory Coast #Eurobond The #Star Jan 2011 #CIV2010 #Africa http:///ijsTiO quoted at 55 cents on dollar 0730 GMT he bond has risen 13 points since the end of March #Abidjan Check Point - Check Out the Real Surreal Fellow http:///erKOOG ZAR 6.7087 Key #Resistance 6.59 #Egypt ^EGX30 -23.4108% 2011 #Africa +10.505% since 24th March South #Africa All Share +1.594% #Nigeria All Share -0.014129% 2011 -11.0155% since 25th Jan 2011 #Sudan Air strike kills two in Port Sudan BBC #Gaza #Israel Axis? #Ocampo Six fly out amid strong support for #Hague #ICC #Hague #ICC #Kenya Most Comments were directed at a Domestic Audience but the Signal to Noise outside the Domestic Bubble was a Screech Withdrawal would give Kenya a ' #Pariah ' Credit Status and tip the Shilling towards 100.00 #Kenya Assets have plenty of Room to rally on reduced Political Risk if the ICC goes off not with a Bang but with a Whimper #Nairobi ^NSE20 -9.79241% 2011 +3.3074935% Rally since 29th March #Kenya Pipeline Is Served With Winding-Up Notice by KenolKobil KenolKobil share price data and FY Results here http:///2DMFVE PE 8.208 Net Sales 101.760803b #Kenya #Flower -Tax Losses $500 million a year -> #Transfer Pricing Malarkey #Kenya shipped flowers at $3.70 per kilogram (2.2 pounds) in 2009, while import prices were $8.08 Top #Kenya #tea prices rise for the third week $3.50 per KG #Diageo muscles #EABL out of #Ethiopia #Beer Ethiopian brewer Meta Abo EABL share Price data and 1st Half results here http:///57wrgL  Watch Show

	05-APR-2011 ::  Rich Podcast 5th April 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Mindspeak 2011 RICH #TV http://j.mp/1mPS6v United Nations and French military have fired missiles at military positions of Cote d'Ivoire's incumbent president Laurent Gbagbo #CIV2010 "The disturbing thing is the checkpoints and barricades being manned by young men who are unemployed, some of them intoxicated, armed with machetes, [who] decide who goes in and out of Abidjan," she said. The Other Rebels #Spider -Man logos names like “ #Delta Force” painted on sides At night they sat in outdoor restaurants with pet pythons wrapped around their shoulders and downed glasses of local moonshine #CIV2010 Forces Nouvelles Gbagbo a former history professor Letter from #Yemen After the Uprising Letter from #Yemen Ali Abdullah Saleh, President past 33 years Then the loudspeakers blared, “Ladies and gentlemen, the President of all the Yemeni people, the Preserver of Unity, Savior of the Nation, peace be upon him, His Excellency Ali Abdullah Saleh!” “There is a control room in Tel Aviv for destabilizing the Arab world,” Saleh said. “It is managed by the White House.” He has no fixed positions. His character is entirely situational He’s in his sixties, but if he travels abroad he always carries #Viagra in his pocket' #Yemen #Euro 1.4166 #Yen ¥84.38 #Aussie 1.0299 ^DJIA 12400.03 highest close since June 5, 2008 #Nikkei ^N225 +11.528% since 15th March Closing Low #Tokyo Electric Power Co. is pumping millions of gallons of #radioactive water into the sea #Japan http:///9tXPDr all Time Low Close #Crude 107.79 Last $108.47 settlement highest since 22 Sep 2008 #Corn May delivery matched June 2008 all-time high $7.65 a bushel #Gold 1433.3 #Cocoa -20.00% since 3775 4th March and 30+ Year Hi something that used to cost one dollar now costs ten #Abidjan #Nigeria #Naira 155.41 ref Elections #Egypt Pound 5.9523 6 Yr Low #Tunis #Tunisia People on a train http:///g3wQ1K #Africa Equity Bank slots a Sh5bn City Hall loan TransCentury to Sell $50m of Bonds After Stock Listing #Kenya #Kenya Shilling 83.997 - 84.00 is the Key Price Pivot #Africa  Watch Show

		04-APR-2011 ::  Rich Podcast 4th April 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Marshall #McLuhan Global #Village YouTube http://j.mp/gugNIX 'You have to be crazy to understand #Gaddafi – because he's so crazy...' "I don't particularly like Sarkozy, that French midget, but he saved the day'' Ai Weiwei missing since being prevented from boarding a flight Sunday The #China Government is overeacting badly and it speaks to a Degree of Neurosis that is interesting to note http://j.mp/9tXPDr Ai Weiwei #Kibera like most African slums is a true arrival #city #Euro 1.4206 #Yen ¥84.04 [$ 6 Month high] touched ¥84.73 Friday the dollar rose 3.4% against the yen last week Euro Yen Chart 119.720 -0.070 (-0.06%) http://j.mp/eCbz2d Headed considerably higher ^DJIA + 156.13 1.28% to 12376.72 last week #Crude #Oil has gained 28% since Feb 15 #Nymex 108.71 Last #Nigeria 1.92 million barrels a day in March #Saudi #Arabia the largest producer in the Organization of #Petroleum Exporting Countries pumped 9m barrels a day My Objective is $120.00 on a Continued Acceleration in the #Bouazizi Revolutionary Curve #Nymex #Crude Worth Watching @Koinangejeff #Nigeria MEND A Man Called Jomo #Mindspeak RICH #TV I Min 6 Seconds http://j.mp/9xBVqD Niger Delta #Gold 1428.90 #Cocoa -20.238% since 4th March - Cote D'Ivoire Fight for #Abidjan Enters Fifth Day as #Food Supplies Run Short #France takes control of Airport “They drive around in cars without license plates or in taxis I can’t tell if they are pro-Gbagbo or pro- Ouattara. It’s unsettling” Abidjan #bread 250 CFA francs (54 cents) from 150 Ivory Coast Eurobonds which rallied 30% in 12 days as Ouattara’s forces advanced trade lower today #Egypt ^EGX30 -22.388% 2011 +11.979% since 24th March #Tunis SE Index -14.045% 2011 +7.64% since 25th Feb UGX= #Uganda Shilling 2371.40 +2.371% from Record 2429 March Low Nairobi ^NSE20 -11.46% 2011 +1.395% since 29th March Shilling at 83.75 Last  Watch Show

	01-APR-2011 ::  Rich Podcast 1st April 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Turning and turning in the widening gyre The falcon cannot hear the falconer but now I know That twenty centuries of stony sleep Ben Ali Speech to the Nation http:///eqgg5U #Mubarak speaks to the Nation Google Image Search http:///gODtxI #Gaddafi Speech to the Nation http:///feAlvd #Bashar Speech to the Nation http:///ec9SAD They all fluffed it. #Euro 1.4148 #Yen ¥83.68 #Aussie 1.0350 Post 1983 Float Record Swiss 0.9224 #Dollar declined 5.7% against the #Euro in Q1 Narayana Kocherlakota Minneapolis Fed rate hikes by a half point or more later this year are “certainly possible http:///9tXPDr #Nikkei ^N225 +12.8181% since 8,605 15th March Closing Low #Japan #Crude 31 month High 107.05 My Obj 120.00 My Objective remains $120.00+ and thats because the Script being authored by the House of #Saud and issued to #Bashar, Saleh and Khalifa is set to fail and that Failure will mark a further Acceleration in the #Bouazizi Revolutionary Curve and imperil the House of Saud itself. #Silver notched 31-yr high 1st Q 2011 +22% Silver 10 Year Chart KITCO http:///cja4r6 #Cocoa May 2011 2952 -21.801% since 4th March 2011 High China’s Shanghai Composite Index +4.3% gain in the first quarter Ivory Coast’s Eurobonds Rise 49.75-50.75 Last #Africa Ggagbo Exit THE Star Monday, January 10 2011 Ivory Coast’s Eurobond a good investment http:///ijsTiO The news that the 1,000 strong French force had intervened Cote D'Ivoire "He will stay in power to lead the resistance to this attack against Ivory Coast organised by #France US and the United Nations." #Ggagbo #Egypt ^EGX30 -23.5088% 2011 +10.3636% since 24 March #Africa AMCON says soaks up all #Nigeria bad bank loans #Reuters #Africa "We have actually bought all the NPLs," Chike-Obi said. #Nigeria All Share -0.601% 2011 -11.425% since 25th January 2011 South #Africa All Share Index +0.32% 2011 ZAR 6.7317 - 6.59 Key #Nairobi ^NSE20 -12.296% 2011 #Safaricom M-Pesa goes global with Western Union VOD.L #Mobile “ #Cash payout through M-Pesa is projected to go up from 23 per cent to 40 per cent'' Western Union I believe the Stats undercount the Inward Remittances Number by a wide Margin and the Real Number is $1.8b -$2b #Safaricom share price data 1st Half Results PE 10.00 http:///9tXPDr @bobcollymore @ #Mindspeak RICH #TV http:///fcdqwk #Africa  Watch Show

		30-MAR-2011 ::  Rich Podcast 30th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The #Syria Time Bomb #Libya was not a "vital national interest" Robert Gates Bashar plucked from Opthalmic Obscurity when Basil died #Syria I even saw a Tweet from Deraa asking just how brave were Maher's Forces and Why did he not turn them towards the Golan? The Crowd will no longer be herded like Sheep They want to be shareholders in the Enterprise #Syria The c21st World The Lilliputians [The Citizens and 'rats' and 'Vermin' in Muammar's Linguistic Lexicon] have captured their Gulliver [The State] #China warns #UN not to interfere dissidents rounded up #Jasmine Yang Hengjun made a brief phone call to his sister to give a pre-arranged signal Chinese authorities are engaging in a doomed-to-failed effort to silence their critics" "All they are demonstrating are their lack of solutions their insecurity, and their lack of control." #Euro 1.4082 Yen ¥83.06 - 3 week low - Aussie 1.0307 28 year High DJIA 12279.01 +81.13 +0.67% ^N225 Nikkei Average 9708.79 +249.71 +2.64% #Crude 104.31 #Gold 1420.4 Ivory Coast: Laurent Gbagbo calls for ceasefire BBC Pro-Gbagbo troops have lost every battle against them since last November's election, the BBC's John James reports #Tullow Sells #Uganda Stakes to #CNOOC #Total for $2.9 B #Tullow will retain a one-third interest in the blocks after the sale #Uganda #Oil #Africa Lake Albert Basin 2.5b Barrels estimated [And most think this is a Gross Underestimate] x $104.5 = $261.25b Value. Uganda GDP is < than $10b #Nigeria #Naira 155.85 last Heineken moves on Ethiopia Beer #Nairobi ^NSE20 -12.6805% 2011 Closing Low -16.25% since Jan 7th Triple Whammy [Fuel @$104.00+ [Inflationary] Drought Fears [The Jury is still out] and heightened Political Interference] #Nairobi ^NSE20 Pan #Africa Insurance Company reported an EPS of 12.28 FY 2010 +324.91% http:///9tXPDr #Kenya PE 7.451 +23.648% since 11th March Limuru #Tea reports FY 2010 EPS +177.3% The Farmers will drive the #Ferraris The #Star http:///b7fbfU #Tea Eveready East Africa Ltd reports 6 month results here -51.694% over 1 Year  Watch Show

	29-MAR-2011 ::  Rich Podcast 29th March 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr The #Star Meritocracy http:///fMvTGz So Far Bashar has had Bullets and 'Babes' [Note How he uses Buthaina Shabaan and Reem Haddad] speak on his Behalf Reem Haddad, from #Syria #Information Ministry AlJazeera government Video http://j.mp/e7RE7b #Obama Says #Libya Massacre Would Have ‘Stained’ World Conscience The Evidence Trail must be incontrovertible and appalling Despots relied on the limitlessness of their terror The despots gaze into their gilded mirrors and to their horror see not themselves but the people who will be silenced no longer Bashar He’d better stop thinking Hama — where his father murdered at least 10,000 — and start thinking Hammersmith Inside #Gaddafi ’s Libya #Vanity Fair The Craziest Guy in the Room #Euro 1.4110 #Yen ¥81.91 #Aussie 1.0237 -> 1.0314 Record Monday Swiss 0.9188 Trichet talked tough #COCOA -0.37% #COFFEE -0.64% #COTTON +1.06% #SUGAR 27.06 +0.01+0.04% #Egypt ^EGX30 +2.009% today +8.202% since 24 March #Africa S. #Africa Spent 50 Billion Rand in Past Year to Stabilize Rand ZAR only 3.78% away from 6.60 52 week high in January "He is under house arrest, with his family, in #Egypt " #Mubarak Rift Valley Railways to Raise $240 Million #Tanzania Tenders for Consultants on Bourse Demutualization #Africa #Nairobi ^NSE20 Pre Open -12.206% IN 2011 -15.797% since 7th Jan. +0.46% since posting a 2011 Low 24th March. Shareholders topple CMC Holdings chairman Mr Jeremiah Kiereini I am all for more Aggressive Shareholder Action where Management is underperforming and I believe Paul is setting an Important Precedent CMC Holdings share price data -14.072% 1 Year http://j.mp/7HfNqm #Kenya #Africa PE 14.214 52 week low was 3rd March 9.25 now 10.10 #Kenya shilling KES= 83.85 - 84 is Key Price Pivot  Watch Show

		28-MAR-2011 ::  Rich Podcast 28th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Hon. Louise MUSHIKIWABO Minister of Foreign Affairs and Cooperation of the Republic of #Rwanda @PaulKavuma @ #Mindspeak Private Equity #Africa @PaulKavuma we are past the Proof of Concept stage Articulate the longevity of your Order Book #Mindspeak And the organisation The country that equips itself through merit is set to win in the 21st century. The winning margin is just so enormous because those who do not organise themselves in this fashion are going to cannibalize themselves in an orgy of inefficiency and worse Macro Thoughts The End of QE2 is Nigh #Clinton #Doha “In too many places, in too many ways, the region’s foundations are sinking into the sand,” said Secretary Hillary Clinton. “Those who cling to the status quo may be able to hold back the full impact of their countries’ problems for a little while, but not forever, If leaders don’t offer a positive vision and give young people meaningful ways to contribute, others will fill the vacuum.” A remarkable aspect of the Arab uprisings is that ruler after ruler is making the same mistakes a collective political suicide pact whereby they alternate mindless violence and inadequate concessions In the 1950s and 1960s coup-makers would make taking over the state #radio station a priority I really thought Bashar would produce a more subtle Game Plan than just presenting Buthaina Shabaan and Reem Haddad #Gaddafi Unplugged #Vanity Fair In 1964 there had been a direct, nonstop flight between New York and #Tripoli Gaddafi, announced he would meet Kofi in a tent in the desert in the middle of the night. Gaddafi’s entourage drove Kofi to the meeting in a roundabout way, on a pitch-black road, for a couple of hours. The quiet of the night was disrupted periodically with noises from animals Kofi could not see. Brega, Libya: The hand of an alleged pro-Gaddafi fighter hangs from a truck as rebels collect bodies from the road #Merkel gets squeezed by the Greens #Euro 1.4073 #Yen 81.73 #Aussie 1.0292 Swiss 0.9185 Charles Plosser U.S. central bank should hike interest rates from current range near zero to 2.5% within a year #Crude 105.05 #Gold 1419.20 COCOA May 2011 3242 +26 +0.81% COFFEE May 2011 268.60 +3.70+1.37% SUGAR May 2011 27.86 +0.50+1.79% #Saudi SASEIDXIND TADAWUL ALL SHARE INDEX +22.46% since 2nd March Ouattara said Brito's "personal relationship and his political connection (with Gbagbo is) known to everyone in Ivory Coast" AU Intermediary rejected #Africa Union inability to find a suitable candidate was causing body to "lose credibility" #Egypt ^EGX30 +7.546% today now -18.4928% 2011 #Africa South Africa All Share -1.6283% 2011 Closed at 33094 2011 High 14th Feb Nigeria All Share +0.375% 2011 -10.555% since 25th Jan Nairobi ^NSE20 -12.409% 2011 -15.9922% since Jan 6 TransCentury of Kenya FY doubles Revenue +26% to 6.79 billion Lake #Turkana #Wind Power 365 wind turbines  Watch Show

	25-MAR-2011 ::  Rich Podcast 25th March 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr #Syria will "study" ending emergency rule - in place since 1963 #Syria media adviser Buthaina Shaaban -> Bashar Leading from behind Bush gave #Obama this big ball of #fire and it is burning Bashar Assad The #oil absorbs all the mistakes it’s like if you decided you wanted to open a 7-Eleven and you had a billion dollars to back it.” #Libya #Gaddafi “If you listen to his words, you will agree that he hates the Libyan people.” We call the world close to the Leader the #Circle of #Fire #Gaddafi “Get close and it warms you up; get too close and you go down in flames'' Gaddafi likes the chaos that creates Marie Antoinettes Rania Leila Trabelsi ttp://j.mp/e88U1p Asma al-Assad #Syria http://j.mp/9tXPDr #Paris Match calls her “the element of light in a country full of #shadow zones.” “It’s a tough neighborhood,” admits Asma al- #Assad ¥81.26 #Euro 1.416 #Aussie 1.022 Swiss 0.9125 non-Japanese investors bought a net $11b worth of Japanese shares in the week of March 13-19 #Nikkei ^N225 +10.819% since 15th March Close #Japan #Crude 105.74 #Gold 1434.4. touched New All Time HIGH 1,447.82 #Silver at 31 Year Highs touched $38.165 an ounce #Silver at 31 Year Highs touched $38.165 an ounce #Sugar -17.0945% since 2nd Feb #Egypt ^EGX30 -30.691% 2011 African Union invites #Libya govt opposition to talks #Africa Ping replied: "The African Union has never backed anybody and we want a solution." African Union names Gaddafi as head 2nd Feb 2009 Aljazeera http://j.mp/hc2u6M #Uganda Blocks #Libya Assets to Enforce UN Sanctions $375 million Uganda Telcom #Laico Lake Victoria Hotel Tropical Bank Tamoil OilLibya Co KENOLKOBIL reports FY PBT +65.8% Nairobi ^NSE20 -12.612% 2011 Low at the Open 3,873.45 Shilling 84.90  Watch Show

		24-MAR-2011 ::  Rich Podcast 24th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr High Commissioner of Pakistan I met the Mr. Habib of Habib Bank #Syria city of #Deraa 15 activists dead Bashar does not have the same Options his Father Hafez did Hafez Assad levelled Hama in 1982 Which comes to My Point that the Tolerance Bar for State Violence on its Citizens is considerably less than it ever was Why #Gaddafi Has To Go #Propaganda is of course a key tool of control #Gaddafi #Libya convince people that something false is true Being ruled over by someone who maintains that he isn’t ruling over you is a very #surreal experience Libyans did not merely have to put up with #Gaddafi ’s lies. They were compelled to participate in them Saif #Gaddafi sending frantic text messages to an American fund manager I know asking for help with a variety of harebrained schemes for moving his liquid assets out of #Libya and the U.S.#Bouazizi has proven to be an Extraordinary c21st Tipping Agent The #Live Feed and the #Mobile Phone have transformed our c21st World into a Global #Village #Socrates #Portugal spread between Portuguese and German 10-year bond 484 on Nov. 11. It was at 442 basis points #Euro 1.4122 #Yen 80.95 #Swiss 0.9101 $ Higher over the last 24 Hours VIX fell 5.2% to 19.17 yesterday versus a record 80.86 in November 2008 “There is probably more financial instability in the world than we’ve ever seen simply because it’s so interconnected,” Haworth DJIA*12086.02 +67.39 +0.56% Nikkei Average 9435.01 -14.46 -0.15% #Crude Oil 2 and 1/2 Year High 106.39 last #Gold 1441.50 #Egypt Pound 5.9547 last 6 Year Low ^EGX -32.313% 2011 #Nigeria All Share +2.0629% 2011 Tunis SE Index -12.7738% 2011 +9.8817% since 25th Feb #Gaddafi presidential bolt-hole Bab al-Aziziya - Splendid Gate adopted baby daughter Hanna House of Resistance #Uganda Shilling 0.913% off its All Time Low of 2429.95 #Kenya #Shilling 84.953 1.9% away from Record Low Nairobi ^NSE20 -12.432% 2011 TPS #Serena FY PBT +33% Results Cautious Commentary Tullow to begin Kenya seismic tests drilling in 2011 Kenya 30-yr bond yield rises to 13.520 pct #Safaricom 2.0 He has moved with Speed and Purpose A PORTRAIT OF AL-SHABAAB RECRUITMENT IN #KENYA #WIKILEAKS  Watch Show

	23-MAR-2011 ::  Rich Podcast 23rd March 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Tribes With Flags THOMAS L. FRIEDMAN each tribe lives by the motto “rule or die” — either my tribe or sect is in power or we’re dead Conclusions Societies which were organised Vertically By #Tribe have met the c21st being reengineered to be organised horizontally. This is in fact a Game Changer and a Mega Trend #Gaddafi We jeer at their missiles These are passing missiles "In the short term, we will beat them. In the long term, we will beat them." I do not fear storms that sweep the horizon nor do I fear the planes that throw black destruction #Gaddafi I am resistant, my house is here in my tent... I am the rightful owner, and the creator of tomorrow. I, I am here! I am here! I am here!" Keeping Up with the Gaddafis FP http://j.mp/fR5Kcj A fireman awaits new arrivals at a decontamination center Japan #Japan Forecasts Earthquake Damage May Swell to $309b = Katrina x4 Bouazizi “His cry resonated so widely that #Tunisia and the rest of the Arab world will never be the same.” #Bouazizi “I am proud of my son, my son who contributed to the liberation of Tunisia,” Manoubieh Bouazizi “I am sure where my son is, he is happy.” Bouazizi c21st Tipping Agent #Euro 1.4192 #Yen 80.84 #Swiss Franc Record 0.8998 #Aussie 1.10109 ^DJIA 12018.63 -17.90 -0.15% #Nikkei ^N225 9449.47 -158.85 -1.65% #Crude 105.22 #Gold 1431.50 #Sugar -17.97% since 2nd February #Nigeria hikes interest rates 100bps to 7.5 pct #Egypt reopens 38 Days Closure falls 10% -10.00% then -7.00% closed #Egypt Pound 5.9503 Last at 6 Year Intra Day Lows #Africa Kenya hikes CBT to 6% British American swings to 2010 profit 2.87 billion shillings from a 334 million shilling loss Access Kenya reports FY Results here PBT -5.359m #Sameer no dividend EPS 0.21 versus 0.57 - should be delisted Kenya Tea average $3.36 per kg from $3.20 a week earlier #Kenya #Tea Output Declined to 26.7 Million Kilograms in February Sales to Egypt dropped to 5.7m kg compared with 9m kg in February last year Kenya Shilling 84.969 Last  Watch Show

		22-MAR-2011 ::  Rich Podcast 22nd March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Macro Thoughts #Crude Oil is headed through $120.00 #Tunisia #Jasmine #Revolution and how #mobile phones helped it happen CS Monitor Aly-Khan Satchu January 15 http:///fiX9BD Tipped Big "We are not afraid, we are not afraid, we are afraid only of God" #Jasmine #Revolution will amplify through the #Maghreb and towards the holy cities of #Saudi Arabia cross the #Sahara and head south John Donne wrote: "...Therefore, send not to know For whom the bell tolls, It tolls for thee..." Conclusions I wrote that on Jan 15th. Imminent Demise of Saleh opens a 2nd #Saudi Front #Yemen #Bahrain #Bahrain king speaks of 'foiled foreign plot' #SledgeHammer Strategy wont work. Demonstrators chanted "Just God, #Syria and Freedom," "Revolution #revolution " it even reached #Dakar #Senegal over the WeekEnd In central Dakar 4,000 to 5,000 people gathered, burned a portrait of President Abdoulaye WadeNiall Ferguson Civilizations, he argues, are complex and asymmetrically organized systems Operating between order and disorder, they can look stable then suddenly collapse, like a sand castle6 “killer apps” All Clear Sounded as Markets Shrug Off Multiple Black Swans AT and T biggest takeover to be announced in the wireless industry worldwide since 2004 balance the global growth with these exogenous economic shocks #Euro 1.4243 4 Month High #Swiss 0.9018 #¥81.04 Cable 1.6392 Dollar/yen on Thursday hit a fresh postwar low of ¥76.26 #Nikkei ^N225 5 +4.36% today +11.656% from 8605 15th March low #Saudi Arabia TADAWUL ALL SHARE +0.377% 2011 +19.89% 2nd Mar cost of protecting Egypt bonds against default for five years fell 4.6basis points to 371.7 yesterday 442.3 on Jan. 31 #Egypt ^EGX30 to open tomorrow The opening will fall on the 38th business day since its closure #China lends #Zimbabwe $700 mln, seeks protection "We hope Zimbabwe will protect the legitimate right of Chinese businesses in the country," he said. Rwandan Economy Grew 7.5% in 2010 Kibaki plan to block ICC meant to protect legacy Reuters #Kenya ''He is not known to stick his neck out for anyone, except Kibaki," said John Githongo The Nuclear Option which is Walking out of the ICC would crater theBourse and The Shilling #Kenya http:///9tXPDr #Africa No. 14 GDP per capita in USD: $783 Food as a percentage of total household consumption: 45.8% Nairobi ^NSE20 -11.507% 2011 Kenya Airways to raise $250 mln in 2011 Implied Forward PE is 5.74  Watch Show

	21-MAR-2011 ::  Rich Podcast 21st March 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr This Saturday 26th March We are hosting Paul Kavuma CEO Catalyst Principal Partners #Mindspeak WestGate Mall Nairobi #Mindspeak 2011 Ambassador Michael Ranneberger and Gina Din Kariuku RICH TV http:///1mPS6v I think its a New Normal across North Africa and into the Middle East and that we are in a High Velocity Tipping Point The C21ST #Crowd #Libya state TV showed a #monument outside Bab al-Azizia compound #Tripoli "We will fight for every square in our land We will die as martyrs'' "You''re always going to be destroyed" #Gaddafi #Libya The #Cult of #Gaddafi How the Leader Built His Following #Time http://ti.me/gOrwkh #Gaddafi must be Ten Miles Underground somewhere in the #Desert From Dictatorship to #Democracy Gene Sharp -Eminence Grise 2.0 His central message is that the power of dictatorships comes from the willing obedience of the people they govern - and that if the people can develop techniques of withholding their consent, a regime will crumble #Bahrain expelled #Iran 's charge d'affaires on Sunday #Bahrain http:///9tXPDr I believe they are following a Policy best designed to facilitate their own Demise #Yen 81.15 #Euro 1.4152 Last Peripherals stronger #Aussie 1.0042 #Nikkei ^N225 +2.72% today Key to #Crude Oil remains #Saudi Arabia 103.50 +1.61% I am looking for a Move through $120.00 on a Further North Africa Maghreb and Saudi related Spike #Gold 1427.30 [1445.00 is the Intra Day Record high] #COCOA May 2011 3127 -5.87% #Coffee +2.57% #Cotton +0.88% #Sugar +3.32% #Dubai on Empty Vanity Fair VF.COM It’s a fable a fairy tale South Africa All Share -4.48658% 2011 has retreated 7.303% since 14th Feb 2011 High #Egypt ^EGX30 Shut since 27th Jan and -21.00% in 2011 Closure has created a #Contagion Effect in other #Africa Bourses #Tunis SE Index -13.849% 2011 Has rallied 8.526% since 25th Feb 2011 #Nigeria All Share -1.58255% 2011 -12.21% since 25th Jan #Uganda Shilling rallies 1.52% off an All Time Low to 2393.20 #Dominion wins #Kenya blocks Kenya’s accelerating virgin oil scene #Dominion has taken 60% of offshore block L9 in the #Lamu basin “It’s probably the last best acreage that was available in deep offshore east Africa – that’s why we leapt on it” #Nairobi NSE20 -10.13% 2011 -13.806% since 7th Jan #Kenya Shilling 85.007 Last 84.00 key Price Pivot #Africa #Standard Bank CFC StanBic reports FY 2010 PBT + 274% here EPS 5.86 versus (0.22) Staff costs +51% PE of 13.481 Final Dividend 0.804 per share #Wikileaks #Kenya NATIONAL #YOUTH  Watch Show

		18-MAR-2011 ::  Rich Podcast 18th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Rolling stones miss you #Nowplaying #YouTube http:///f524hv Mick Jagger looks like The Colonel Muammar #Gaddafi 's Doppleganger CHO is the Chief #Happiness Officer Thats what Mick Jagger calls me UN authorises no-fly zone over #Libya #NFZ #NFZ just a few hours after Muammar "no mercy" #Gaddafi "The matter has been decided ... we are coming," "You all go out and cleanse the city of Benghazi. We will track them down, and search for them, alley by alley, road by road ... Massive waves of people will be crawling out to rescue the people of #Benghazi who are calling out for help, asking us to rescue them. We should come to their rescue." "If the world is crazy, we will be #crazy too" #Gaddafi #Euro 1.4098 #Yen 81.50 Swiss Franc 0.9026 #Yen 81.50 Before Earthquake 82.80 hit record 76.25 Thursday #G7 #Yen agreed to "concerted intervention in exchange markets." excess volatility and disorderly movements Nikkei ^N225 #Japan +11.88% over 8,227 52 Week Low 14th March #Crude May 103.11 Last +13% 2011 #Gold 1415.8 #Cocoa +2.76% #Coffee +2.49% #Cotton +2.54% #Sugar +3.18% #Iran Unveils Flying #Saucer Fars News Agency http://j.mp/gcSwYx The unmanned flying saucer, named "Zohal" #Senegal braces for " #Tahrir Square" protest day #Nigeria #Naira 157.3 -1.9% last 48 Hours Nigeria Allows ’Climate of #Impunity ’ Before Vote #Amnesty #Africa more than 50 political killings since July King Mswati III has a Rolls Royce 13 palaces 14 wives #Swaziland “mass protests” today in #Mbabane #Swaziland king was awarded a 24 percent rise in his budget allocation #Africa 43% Jobless Rate one in four adults has the HIV virus Mswati has a personal fortune of $200 million #Forbes #Swaziland The trigger for a proper crisis is when they run out of cash totally #Kenya central bank #audit lifts shilling vs dollar 84.906 Last Kenya shilling touched a record low of 86.70/80 earlier this week #Kenya could collect $466m more in tax- #IMF by widening its tax collection base in areas like real estate. Kakuzi reports FY Results FY EPS 15.87 PE:4.53 Tea operations was ahead of 2009 levels National Bank of Kenya reports FY Results PBT +25% Equity Bank CEO Says He Reduced His Stake to Comply With Law 5% from 7.2%  Watch Show

	17-MAR-2011 ::  Rich Podcast 17th March 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr TEDxChange Fighting Poverty in Kibera Bill and Melinda Gates Fooundation http://j.mp/fPe5rs #Kibera a place that over the years had become quite mythical in my mind Ours is the most cryptic of Centuries it's true Nature a #Dark #Secret Rushdie ''It is not the time to say things are out of control " Y Amano #Japan IAEA level of radiation at the plant surged to 1,000 millisieverts #Japan "It will all be over in 48 hours," he said #Gaddafi #Libya ¥79.01 touched ¥76.32 New Record The previous all-time high was ¥79.75 set in 1995 #Japan ATMs at a major bank suffered a two and a half hour outage nationwide #Euro 1.4018 #Swiss 0.9037 #Japan #Nikkei ^N225 -1.44% 8,962.67 #Crude 99.19 #Gold 1398.6 #Uranium Tumbles trading on the spot market totaling about $2.5 billion last year three million pounds of uranium have changed hands in the spot market for the metal so far this week #Uranium reached a three-year high of $73 a pound In February $49.25 on Wednesday 400 reactors are still operating consuming 180m pounds #uranium #Nuclear power accounts for 14% of global #electricity output #Sugar 21.926% Correction from 33.11 Record High 2nd February This Year #Uganda UGX= 2429.95 Record Low #Egypt ^EGX30 REMAINS SHUTTERED SINCE Jan 27 -21.00% 2011 #Africa Rand ZAR 7.0477 #Kenya Shilling 85.60 Kenyan #consumer #confidence slides in Feb consumer confidence index dropped to 118 points from 136 in September inflation Fuel Politics Shilling The Voice in the #Wikileaks #Kenya Despatches is Ambassador Ranneberger #Mindspeak RICH TV https://rich.co.ke/rctools/richtv.php politics in #Kenya is not about policies but personalities Uhuru COMMENT: Show-boating is one of Raila's best skills (With respect to establishment of a Special Tribunal Muthaura argued that moving too quickly could &even cause civil war #Wikileaks #Kenya Odinga is a poor manager who does not follow up #Wikileaks Orengo #Wikileaks COMMENT: Show-boating is one of Raila's best skills PanAfric share price data and FY Results 2010 here EPS +324.91% http://j.mp/9braNE Athi River #Mining reports FY 2010 EPS 8.00 versus 6.52 +22.699% http://j.mp/4slEGv #Cement #Fertiliser #Africa https://rich.co.ke Cumulative Average Growth Rate of 31% over last 5 Years in EPS ARM Standard Group FY Results Analysis here http://j.mp/ #Africa Great Migration of Wildebeest Shows "Swarm #Intelligence "  Watch Show

		16-MAR-2011 ::  Rich Podcast 16th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr #Africa as an Investment Hot Spot Part 1 CNBC http://j.mp/gkqinw Admassu Tadesse - Head of Africa Business at DBSA Norbert Dorr - Managing Partner at McKinsey Sub Sahara Aly-Khan Satchu - CEO of Rich Management. #Africa as an Investment Hot Spot Part 2 CNBC http://j.mp/ee8Gmv Bahrain in state of emergency Bahrain is the #Saudi Jugular Vein all necessary measures to protect the safety of the country and its citizens #Bahrain #Apocalypse Now Ride Of The Valkyries #Bahrain http://j.mp/hAxJC1 "Strike Libya?" he asked. "We'll be the one who strikes you! We struck you in Algeria, in Vietnam. You want to strike us? Come and give it a try." The Arab League is finished. There is no such thing as the Arab League "The Gulf Co-operation Council is finished. It's actually the 'Gulf Unco-operative Council' ... The Arab people [however] remain." He is on the Front Foot and as far as I can see continues his Winning Streak unless the Pitch gets tilted via a No Fly Zone. He has shown an extreme Facility at just flying below the International Tolerance Bar #Yen 80.76 versus 79.75 All Time High #Japan #Aussie 0.9914 -3.00% yesterday Post the #Kobe Earthquake The #Yen rallied 21% ^N225 +5.68% #Japan -16% previous 2 Sessions #Crude 98.45 plunged $4.01 a barrel overnight #Gold 1399.7 - $32.10 yesterday #Sugar 26.52 Last -.8.09% yesterday #Bahrain #Stock Exchange Halts Trading on State of #Emergency #Bahrain Credit default swaps surged 44 bps to 359.37 yesterday 2 nd Biggest Gainer this Year after #Pakistan UGX= #Uganda Shilling at 2425 All Time Low #Uganda gives #Tullow #green light for #oil project ZAR 7.0026 -5.7% IN 2011 Yesterday biggest 1 Day Decline since May “When I arrived, T-bills were 80%-plus and the currency was absolutely plummeting,” says Mr. Field-Marsham http://j.mp/9tXPDr #Kenya #Africa 2005 to 2008 #consumer spending increased at a compounded annual rate of 16% #Kenya Shilling 85.897 -> 86.15 All Time Low 2011 has become in many regards a laboratory experiment for revolution #Safaricom now goes for integrity tests HSBC Gets License to Open Office in #Kenya CMC chief executive quits Precedent Setting Moment in Kenya ?  Watch Show

	14-MAR-2011 ::  Rich Podcast 14th March 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr A massive earthquake a devastating #tsunami #Japan #Flowers for #Bahrain http:///fJsL8j The Crown Prince of #Bahrain is expected to formally invite security forces from #Saudi Arabia into his country today Hockney Sees Images as Crucial to #Arab #Rebellion #Facebook and #Twitter are believed to have played a role in spreading #information Hockney, as a visual artist suggests another important element is involved namely, pictures For hundreds of years “the Church was the main supplier of images'' ''Churches had effective social control” There you saw #heaven #hell and martyrdom “The Power of Images” (1989), “People are sexually aroused by pictures and sculptures, they mutilate them, kiss them, cry before them and go on journeys to them; they are calmed by them, stirred by them and incited to revolt.” That was true in the past, and it’s still true What we are now seeing is that old mass #media are crumbling “The power is shifting again, in a way that will have unpredictable consequences. It is spreading to the masses themselves. We don’t know where that will go.” defining image a young woman or a young man with a smartphone BOJ Pours Record $146 Billion Into Financial System #Japan to unleash “massive” liquidity 8.9-magnitude temblor yen touched 80.62 the strongest since Nov. 9 20 trillion yen in damage Kobe earthquake” of 1995 The #Yen surged about 21% in the three months after #Kobe NIKKEI 225 OSA ^N225 -6.18% #Japan #Swiss #Franc 0.9289 #Yen 81.89 Last Yen All Time High 79.75 yen reached in April 1995 #Crude 98.95 #Gold 1424.80 the earthquake had affected 12 nuclear plants with about 11,270 megawatts of capacity #Saudi #Tadawul All Share Index +1.6% Sunday +3.1% rally Saturday -4.939% 2011 +18.2228% since 2nd March #Niger Presidential Elections ‘Transparent’ African Union South #Sudan suspends #Khartoum talks #Aljazeera #Africa #Egypt Bourse ^EGX30 -21.00% 2011 likely resume on March 16 Egypt-bourse chief Khaled Seyam has resigned Al-Arabiya #TUNIS SE Index -14.2801% 2011 +7.934% since 25th Feb 2011 Low #Nigeria All Share +3.29% 2011 -7.96% since 25th Jan #Uganda #Shilling traded a 2412 Fresh Life Time Low Friday Reject #Kenya plea #Orange asks UN #Africa #ICC campaign for postponement masterminded by the suspects ICC Kenya Domestic Signalling is Pure International Noise #Nairobi ^NSE20 -11.3791% 2011 -14.996% since Jan 7 KCB #Mortgage Portal #Safaricom 2.0 Safaricom 10 PE KCB 8.062 PE Kenya's CIH insurance to list on April 21  Watch Show

		08-MAR-2011 ::  Rich Podcast 8th March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The world has been transfixed by Libya and the preposterous yet lethal spectacle of Muammar el-Qaddafi wearing a turban and a flowing robe, brandishing an umbrella, and declaring his country to be in the grip of American and Al Qaeda terrorists high on hallucinogens, as he sends war planes to bomb his rebel countrymen The idea that Arab governments should respond to their citizens instead of ruling them is almost unprecedented #Euro 1.3942 #Swiss 0.9333 #Yen 82.44 Greece Debt Cut B1 “The risk has materially increased of a #default event ,” said Sarah Carlson #Greek Bonds 10 Year 12.32% YTM 902 basis points Over #German Bunds the highest since Jan. 11 Credit-default swaps on Greece climbed 27 basis points to 1,013 according to CMA. That’s up from 779 basis points Feb. 2 and approaching the record 1,036 basis points set Jan. 10 #Crude 104.33 Last edged back from 29 Month highs #Gold 1429 set a fresh intraday high hitting $1,445 per troy ounce yesterday #Coffee Futures Near 14-Year High Ziya tomato-and-butter ice cream razor-thin plume lotus stem Uganda Tullow Oil resolve tax dispute #Uganda Shilling UGX 2379.75 versus 2392 Life Time Low #Tunis SE rallies 4.194% #Precision Air to list #Angola police jail 20 anti-government protesters #Africa #Kenya 2010 #tourism earnings up earned 73.68b shillings $887m markets that did well are #India and #Italy Balala safari circuit, it is doing very well. People have invested in boutique lodges and boutique hotels "Let's tone down politics ... If we play it in a more civil way we can be able to balance between our economy, our image and the game itself of politics," he said. "It's absolutely critical to the politicians to style up and provide leadership," Etemesi #Kenya #Ruto an accidental kitchen fire during preparations for lunch #Wikileaks #Kenya The Author of most of these #Wikileaks was Amb Michael Ranneberger RICH #TV #Mindspeak #Kenya http:///1mPS6v  Watch Show

	07-MAR-2011 ::  Rich Podcast 7th March 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The #Star #Crude Oil USS Abraham Lincoln #Saudi Arabia http:///glLbxf Search Twitter Using #MindSpeak It was a wonderful Presentation by @Gina_Din #Mindspeak There is Nothing like a Dream to create the Future #Saudi Demonstrations Marches Prohibited by Law Protests “contradict” Islam spread “chaos” and lead to bloodshed #Saudi Arabia ruled by six kings since it was established in 1932 nationwide “Day of Rage” on March 11 and March 20 Sheikh Tawfiq al-Amir Al-Amir, a Shiite Muslim cleric, was arrested on Feb. 27 after he called for a constitutional monarchy and equal rights I think #Saudi Arabia and The House of #Saud are imperilled Mar11 A plainclothes security officer in front of doorway during the opening session NPC in the Great Hall of the People #Euro 1.4026 last #Cable 1.6326 Swiss 0.9256 #Oil markets The price of #fear Economist #Saudi #Mar11 #Mar20 Libya’s exports: some 1.4m barrels a day (b/d) North #Africa produces 5% of the world’s #oil but the ME 30%. #OPEC spare capacity now 6m b/d (OPEC) 4m-5m b/d ( industry ) Saudi Arabia’s share of that excess is perhaps 3m-3.5m b/d #Crude #Oil is the most correlated Proxy to Geopolitical Risk We have entered a 'New Normal' across the North African Arc and right upto the very Doorstep of the House of Saud There an 85 Year Old King is set to replay King Canute in the Year 2011. Crude Prices even now have a One Way Bet Look about them. #Crude 10616 +1.75% #Gold 1437.50 -> 1440 All Time Intra Day record last week #Silver 31 Year High #Cotton March 2011 215.15 http:///hYAh0L Saudi Arabia TADAWUL ALL SHARE INDEX -12.96% 2011 Government stepped in Saturday. #Egypt GDRs Tumble as Bourse Debacle Threatens ‘Pariah’ Status ^EGX30 -21.00% 2011 Yields on 266 day Paper climbed 31 basis Points 12.47% Dollar versus Uganda Shilling ForexPros 2375.45 [2392 all Time Low] #Tunis SE Index -20.618% 2011 South #Africa All Share -0.161% StanChart Kenya reports FY Earnings PAT +13.595% EPS:18.58 PE: 14.8008 FY Behind its Peer Group Nairobi All Share B -2.75% 2011 -7.99% since 6th January #Kenya #coffee eyes return to #golden era Prices have reached 40-year highs  Watch Show

		03-MAR-2011 ::  Rich Podcast 3rd March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr My dear Friend Alex Michaelis designing a Soho House in Borana Conservancy http://www.sohohouse.com/ This Photograph of the Two us during our Gap Year http://www.twitpic.com/45ju4l Foreign Intervention in #Libya 2011 ? I refer You to #Iraq 1991 1991 uprisings in Iraq Wikipedia http:///hbztFS rebels almost defenseless against #Iraq helicopter gunships using helicopters to attack those who try to flee the cities My point is that The Pitch needs to be tilted NO FLY ZONE #Libya #Euro 1.3837 Trichet in the Ring #Swiss 0.9248 #Yen 81.74 Sterling 1.6281 ZAR 6.8788 Trichet on the wires today #Crude 10191 highest settlement yesterday since Sept. 25 2008 In addition to the turmoil that we know about, there is turmoil that has yet to unfold. In this regard, demonstrations are reportedly scheduled for March 11th and 20th in Saudi Arabia #Gold 1432+ New Intraday Record #Cocoa 1978 Highs. #Sugar 31 Year High #Coffee at 13 Year High #Cotton at all time High Carlyle Aims to Establish $750 Million Africa Fund Fitch Assigns #Zambia ‘B+’ Rating Rating same as #Ghana #Kenya #Angola #Zambia GDP growth after inflation has averaged 6.3% since 2006 #Nigeria January 2021 $ Eurobond YTM 6.911% South #Africa 6.25% debt March 2041 bid at 99.85 cents +180 US BBB+ by Standard & Poor’s ZAR strong at 6.88 6.61 is Key #Uganda Shilling 2363.75 [2392 all Time Low] Dozens dead as south #Sudan army and rebels clash again BBC Revolt cuts short Gaddafi’s economic march into Kenya #Laico #Regency Hotel #Libya #Kenya Laico is the acronym for Libya Arab African Investment Company President made a state visit to Libya in June 2007 Kenya 364-day T-Bill yield rises to 3.996 pct Housing Finance reports FY Results EPS + 61.76% here Dividend +40% PE 18.03 DRC's Kabila set for #Kibaki talks over #gold #syndicate 2.5 tonnes  Watch Show

	02-MAR-2011 ::  Rich Podcast 2nd March 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Full interview with Col #Gaddafi A Surreal Shapeshifter Unrest rattles #China 's #Africa policy this viral regional turmoil in Africa, where the standard risk-analysis - ride out the storm and wait for the next dictator to emerge - simply does not apply anymore. The days of #Gaddafi and co are over - there will be no more 41-year potentates in #Libya No more Hosni Mubaraks in Egypt. No more Robert Mugabes in #Zimbabwe No more The political landscape has taken a seismic hit #Africa voice of the people - blood-curdling as it sometimes sounds - will be heard #Kiwi Aussie Cross 18 Year Low #Euro 1.3758 #Aussie 1.0099 ^DJIA -1.38% to 12058.02 #Gold settled at an all-time high 1429.50 Last spot gold hit $1,432.74 a troy ounce, surpassing a previous record of $1,431.30 set Dec. 7 Spot #silver struck $34.74 an ounce, its highest since early 1980 Crude 10176 +3.00% regular trading yesterday Bribes and Bullets Saudi King’s $15 Billion Housing Grant "Sajjil, ana arabiy" ("sajjil" means "the Act of Recording") #Qatar have proven Joseph Nye's [Reference Soft #Power ] best Students. #Aljazeera is their Preeminent Tool #Egypt Bourse shut since Jan 27 Naguib Sawiris delays being driven by the “fear” of angering individual investors MSCI #Emerging Markets Index 40 business days #Egypt Foreigners hold about $13b in Egyptian shares small investors have been demonstrating in front of the #Cairo stock exchange in masses #Egypt #Egypt Shut Down is contaminating other #Africa Equity Markets #Gaddafi #Africa Campaign in Tatters as ‘King of Kings’ Faces End investments in everything from #chicken farms to #rebel movements #Gaddafi $5 billion #Libya #Africa Investment Portfolio President Robert Mugabe has 5 camels given by #Gaddafi his farm Libya Africa Investment Portfolio has stakes in gasoline stations Cameroon Ethiopia mobile-phone networks in Rwanda and Ivory Coast and a 506,000-hectare logging concession and sawmill in the Republic of Congo also has shares in mining companies in the Central African Republic and the Democratic Republic of Congo, and poultry farms in Togo and Madagascar. Gaddafi King of Kings Ozymandias http:///1wWz2g #Nairobi ^NSE20 -4.481% 2011 -8.25% since Jan 10 2011 #Kenya -10.733% off 4704 52 Week Closing High Nairobi All Share -0.9511% 2011 Nairobi All Share -0.9511% 2011 -6.15% since 7th Jan 2011  Watch Show

		01-MAR-2011 ::  Rich Podcast 1st March 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr 1449 US Sec of State Hillary Clinton says: "It is not my mother's or even my world anymore... Young people know everything that is going on everywhere, and they will no longer tolerate a status quo that blocks their aspirations. This [Arab spring] is a hopeful season for all humanity." "They love me. All my people with me, they love me," he said. "They will die to protect me, my people." #Gaddafi came to power in 1969 at the age of twenty-seven The Leader is a Bedouin from the desert and simply wants power and control—he is content to rule a wrecked country “He’d much rather have people who want money than people who want power'' “If you listen to his words, you will agree that he hates the Libyan people.” “We call the world close to the Leader the Circle of Fire” Get close and it warms you up; get too close and you go down in flames #Gaddafi likes the chaos that creates "We are not afraid, we are not afraid, we are afraid only of God," #Dollar Soft #Euro 1.3831 #Pound 1.6313 #Swiss 0.9307 ZAR 6.9286 ^DJIA +2.81% Feb #US Light #Crude 9898.0 9904.0 #Gold 1414 #Cocoa 33 Year+ High #Coffee 13 Year+ High #Cotton Civil War High I have a supreme Conviction CS Monitor http:///9AtLTl #Food #Egypt Bourse never opened today -21.00% 2011 5.8872 Egypt Pound 5.96 6 Year Intra Day Low this Year S. #Africa yield spread at record high supports the ZAR The yield on the 2026 bond closed at 8.945 percent Tunis SE Index -20.618% 2011 UGX 2362.45 1.25% off Record Low Teodorin Obiang Equatorial Guinea £234m superyacht #Africa KenGen reports 1st Half Results PAT +3.744% Unga Group reports 1st Half +46.96% EPS 1.94 versus 1.32 [versus 1.82 FY] Wikileaks Kenya  Watch Show

	28-FEB-2011 ::  Rich Podcast 28th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Evening at Lewa Twitpic http://www.twitpic.com/41wkcr #Mindspeak 5th March Gina Din-Kariuki Public Relations Guru What is #Mindspeak ? http:///9mhe39 The #Star The #Kenya Shilling The Price of #Fuel #Saudi Arabia http:///hEGG0r The oil markets are beginning to factor in the risk that an 82 year old gerontocrat is probably the least well qualified individual to deal with the c21st tsunami that is making its away across North #Africa Saudi Arabia Six people have been killed in #Kinshasa Failed Coup D'Etat Look at this Photo - It was taken on the Road to the Presidential Palace about 50m away http://twitpic.com/1e7qd5 When #Gaddafi met Fallaci At one point, he complains that she must not have read the “ #Green Book.” : “On the contrary, I read it. It doesn’t take very long, you know, 15 minutes at the most. It’s so small. My powder compact is bigger than your little Green Book.” Introducing the Revolting Index WSJ Who’s next? 1. #Kenya 100.0 2. #Cameroon 94.5 3. #Pakistan 90.8 4. #Nigeria 88.9 Postcolonial Time Disorder For Mubarak, time stood still, so protesters clamoring for change made no sense historically to him The Relationship between the Rulers and the Ruled was in Disequilibrium in favour of the Rulers throughout the c20th Rulers and the Ruled It has now tipped into Disequilibrium the Other Way King Abdullah of Saudi Arabia strikes me as probably the least qualified Individual to lead the House of Saud at this moment #Euro 1.3822 Swiss #Franc 0.9265 US Light #Crude 10008.0 10014.0 +62.0 #Gold 1411 #Cocoa 1978 High #Saudi Stocks Slump to 9-Month Low a 10th Day Sequence -11% since Ben-Ali -10.1208% 2011 #Emaar 2.85 lowest since February 2010 #Egypt to reeopen Tuesday Egypt ^EGX30 -21.00% 2011 Dollar versus Egypt Pound ForexPros Live 5.8769 #Tunis SE Index -20.618% 2011 - Year Low South Africa All Share -0.476% 2011 #Nigeria All Share +5.696% 2011 UGX #Uganda Shilling 2350.60 #Kenya Economy Grew 5.4% Last Year #Kibaki Equity Bank reports FY PAT +68.82% EPS 1.93 versus 1.14 Dividend 0.80 per share #Bamburi #Cement reports FY 2010 PBT -21.175% Extraordinary Gain 2009 06NAIROBI1077 MUSYOKA LIES LOVERS AND MERCENARIES #Wikileaks  Watch Show

		25-FEB-2011 ::  Rich Podcast 25th February 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Inside Story Crushing #Libya 's revolt #Aljazeera http:///hjoUo4 I do so like this Poem by #Kabir I imagine my Mother swinging high Do You Remember Hillary Clinton's Prescient Comments in Doha http://j.mp/fiX9BD “In too many places, in too many ways, the region’s foundations are sinking into the sand,” said Secretary Hillary Clinton #Ozymandias Look on my works, ye mighty, and despair!' Nothing beside remains. Round the decay Of that colossal wreck, boundless and bare, The lone and level sands stretch far away #Saudi Arabia urges #Bahrain to keep protesters at bay Economist Bullets and bribes #Saudi Monarchy is right to be nervous. King Abdullah the AWOL Extant Narrative Fallacy #Saudi #Arabia The c21st has arrived and I cannot see how an 82 Year Old Gerontocrat has any chance or the Political Antennae to deal with what is surely coming “Don’t believe those misleading dog stations” Gaddafi Aljazeera White House advisers watched two TV feeds in parallel CNN Al Jazeera #Aljazeera The #Live #Feed was a Game Changer https://rich.co.ke #Euro 1.3805 #Swiss 0.9271 0.9238 all Time High #Yen 81.90 #Crude oil futures hit a high of $103.41 a barrel intraday 9918 Last The Issue is around Saudi Arabia not Libya #Gold 1403.50 #Cocoa 1978 Price Highs Geologist Bets on $70 Billion #Oil Find #Tullow > 90m years ago #Zaedyus mirrors #Jubilee ’s geology the “Atlantic mirror” theory “Here’s the meaning of life,” said art dealer Leo Koenig “Here’s the meaning of life,” Leo Koenig “Faster horses, younger women, older whiskey, more money.” Vincent Szarek http://j.mp/9tXPDr President Yoweri Museveni 68% Kizza Besigye, 26% President Yoweri Museveni Rambo or J.R. Ewing oil king “Dallas” Dollar versus Egyptian Pound 5.8885 Last 5.96 was the 6 Year Intra Day Low this Year. The Egyptian Stock market remains shuttered since Jan 27 -21.00% 2011 #Tunis SE sets a new 52 week Low -18.466% 2011 ZAR 7.0302 #Uganda Shilling versus Dollar 2350.90 +1.34% Post Election #Kenya Commercial Bank reports FY 2010 Earnings here EPS +50% Dividend +25% PE 8.33 #Nairobi All Share -0.03 Points in 2011 Shiling at 8 month low 82+ Portland and Kenya Power  Watch Show

	24-FEB-2011 ::  Rich Podcast 24th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr What is #Mindspeak ? http:///9mhe39 Britain made a deal two tribal leaders Sharif Hussein & Ibn Saud Grand Mosque in #Mecca 1979 a rebellion led by Shia Muslims French troops who were given special dispensation to enter the city. The French flooded the mosque and then applied electricity to the water killing 227 people. #Tunisia #Jasmine Revolution Aly-Khan Satchu January 15 2011 Saudi’s $36bn bid to beat unrest FT an aspirin #Gaddafi expects ‘big #father ’ role in new order #Libya #Feb17 I think Gaddafi is a Djinn http://en.wikipedia.org/wiki/Jinn #Swiss Franc at 0.9250 Record #Euro 1.3795 Yen 81.82 traded over 83.00 on day of DownGrade Dollar Swiss 1 Year Chart All Time Highs for Swiss Franc http:///gvk3jg US Light Crude 10203.5 10209.5 http://www.livecharts.co.uk/MarketCharts/crude.php Gold is at 1414 Saudi Arabia Tadawul stock index fell for ninth day -5.39% #Tunis SE Index -16.392% New 2011 Low Ecowas ‘Marshaling Forces’ for Ivory Coast Odinga #Zimbabwe #TV Viewers Charged With Treason NYT #Kenya raises $99 mln debut 30-yr bond weighted average 14.145% BAT #Kenya reports FY 2010 PBT 2.722b versus 2.109b +29.00% NIC Bank Kenya reports FY PAT +71.67% 1 for 10 Bonus PE of 10.117 Kenya Shilling 82.00 Area  Watch Show

		23-FEB-2011 ::  Rich Podcast 23rd February 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Inside Story Crushing #Libya 's revolt #Aljazeera http:///hjoUo4 Will Muammar Gaddafi's regime prevail Macro Thoughts What happens at the Periphery often infects the Centre #Timur grave in #Samarkand HAPPY IS HE WHO RENOUNCED THE WORLD BEFORE THE WORLD RENOUNCED HIM #Libya #Gaddafi #Feb17"I am a fighter, a revolutionary from tents ... I will die as a martyr at the end," he said I have not yet ordered the use of force when I do, everything will burn "Libya wants glory, Libya wants to be at the pinnacle, at the pinnacle of the world". #Gaddafi to "cleanse Libya house by house" #Libya #Feb17 speech by Colonel #Gaddafi this afternoon was very, very frightening #Merkel The hand-held immediacy of the mobile phone, the intimacy of sound and the crack of gunfire are in some ways more compelling than the edited, digital film of the networks bloggers and YouTubers (and Al Jazeera) simply gave us a reality we didn't normally experience from the "professional" satellite boys. In search of an African #revolution African #Egypt versus the Arab Egypt where does Africa end and the Middle East begin? Look at #Gabon GDP per capita is more than twice #Egypt Ivory Coast or Eastern #Congo to a one-sentence news blurb at the bottom of the screen African youth are far more plugged in than most people realise New Zealand Dollar 1 Year Chart INO http:///h2edKJ The Tremblor #Euro 1.3711 #Yen 82.73 #^DJIA fell 178.46 Points 12212.79 #Cocoa is at a 32 Year High $3,635 on Jan. 12, 1979 a Gentleman call Antony Ward has a Corner in #Cocoa #Gold 1400.78 #Crude highest since October 2008 Dubai Can’t Kick Its Building Habit as Glut Forces Prices Lower #Egypt plans stimulus package End June GDP 4.3% versus 6% est. Egypt Pound versus Dollar 5.8903 Last The Egyptian Bourse remains at -21.00% in 2011 and closed since Jan 27th. SABMiller sees volume growth of 8 percent a year in #Africa SABMiller share price data Price/Earnings25.554 Uganda Shilling UGX 2334.40 Last rallied 1.93% since the Election Tunis SE Index -14.417% 2011 1.23% away from its 52 week Low of 1st Feb 68-year-old #Gaddafi http:///9tXPDr #WikiLeaks “a voracious consumer of news” #Libya #Feb17 Juventus Football Club SpA #Juve Lafico Kenya president rows back on judicial appointments Katiba (Constitution) wins round @Martha_W_Karua The Retreat had become inevitable The Prime Minister has changed his Tone to good effect. Five firms set to sell shares through IPOs retailer #Uchumi Mrs Kilonzo said that the CMA is waiting to clear a legal issue  Watch Show

	22-FEB-2011 ::  Rich Podcast 22nd February 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Inside Story Crushing #Libya 's revolt #Aljazeera http:///hjoUo4 Do watch Ambassador Ranneberger at #Mindspeak here http:///1mPS6v #Mindspeak 2010 Archive here RICH TV http:///fcdqwk #Mindspeak 2009 Archive here RICH TV http:///6njRZS Home Thoughts I wish I was still tracking this Elephant in Lewa Twitpic http://www.twitpic.com/41whh8 Cruel. Vainglorious. Steeped in blood. And now, surely, after more than four decades of terror and oppression, on his way out? Fisk #Libya #Gaddafi A True Story faced the wrath of his own people, he met with an old Arab acquaintance and spent 20 minutes out of four hours asking him if he knew of a good surgeon to lift his face "I wanted to say something to the youths at the Green Square [in Tripoli] and stay up late with them but it started raining'' Gaddafi Thank God, it's a good thing," Gaddafi said in a 22-second appearance Omar al-Bashir will not stand for re-election Japan Debt Outlook Lowered by Moody’s rating on Par with China #Euro 1.3560 #Yen 82.92 #Aussie 1.0006 ZAR 7.2181 Risk Reversal #Crude Soars 9948.5 9954.5 Bid Offer #Silver 31 Year High Cocoa sets fresh 52 week high Dollar versus #Egypt Pound 5.8921 http://j.mp/fOjXX3 5.98 6 Yr low #Egypt still shut since Jan 27 -21.00% 2011 https://rich.co.ke Underlying Profits excluding Custody Sale 10.775b +19.695% Barclays Bank #Kenya EPS 7.80 versus 4.50 +73.33% Dividend +118% Share Split 4 for every 1 Held. AG disowns Kibaki list in court How on earth can the Security Council or the AU countenance the Request for a 1 Year Delay and a Local Tribunal now? Kenya Drought Will Place ‘Severe Strain’ on Economy Fitch Political Dysfunction and Noise has taken the Currency to a 7 and a half Month Low  Watch Show

		21-FEB-2011 ::  Rich Podcast 21st February 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Lewa "We will fight to the last minute, until the last bullet." Saif al-Islam Gaddafi Libya "We are in Tripoli, there are chants [directed at Gaddafi]: 'Where are you? Where are you? Come out if you're a man" The Only Open Questions are the Timing of the Departure, the Number of His Subjects Gaddafy is prepared to Kill and his end Destination ^DJIA 2 and 1/2 Year Highs #Silver strongest close since March 1980 1985-2011 KITCO Chart http:///cja4r6 #Crude rallies $2.12 88.32 Last #Gold 1398.6 Last #Coffee at 13 and a 1/2 Year Highs Middle East shares slumped Bahrain’s credit default swaps climbed 17 basis points to 304 The cost of protecting Saudi Arabian debt against default +12 basis points to 138 Shares in #Egypt haven’t traded in more than three weeks Uganda UGX Live http:///hklksR a Predictable Bounce 2354 +1.07% South Africa All share +1.232% 2011 Implementation of #Kenya New Constitution PJ Crowley US State Department Progress can only be achieved if the President and Prime Minister work together in a collaborative way appointments are made in a transparent and credible manner EABL reports 1st Half EPS 4.03 versus 4.41 we are now stepping up our game there,” said Seni Adetu Kenyan market generated 83 per cent of the company’s profits in the year ended June 2010 KQ plans to raise funds for expansion Rights Issue 40 trading 52 week low BOC Kenya reports FY Earnings Linde EPS 10.26 2008 7.88 2009 4.06 2010 M-PESA has won the Mobile Money for the Unbanked Award Tea coffee farmers smell record profits in 2011 Shilling 81.906  Watch Show

	16-FEB-2011 ::  Rich Podcast 16th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Lewa Google Image Search http:///evatyu #Rothko @PaulKagame #Benghazi #Libya 'rocked by protests' http:///eNX6eU #Euro 1.3557 #Aussie 1.0002 ZAR 7.3135 Target 8.00 Fed Minutes ^DJIA 12226.64 #Gold 1377.73 5 1/2 week High #Crude 84.85 2 and 1/2 Month Low World Bank #food price index was up by 15% between October 2010 and January 2011 #Wheat has doubled June 2010 to Jan 2011 #Maize +73% I have a supreme Conviction Christian Science http:///9AtLTl UN Sees Latin America #African Nations at Risk From #Food Riots most at risk of food riots #Bolivia #Mozambique #Uganda #Mali #Niger and #Somalia in Africa #Cotton March 2011 194.79 +4.77 (+2.57%) Higher than US Civil War #Museveni Likely to Win #Uganda Vote as Oil Boom Nears Bloomberg Museveni 25-year- rule est 2.5 billion barrels of #oil #Uganda Uganda’s economic growth averaged more than 8 percent for the seven fiscal years through June 30, 2008 #Museveni 66 is backed by 67% of voters Besigye 19% Synovate Uganda prepares for key elections Aljazeera Video http:///gJh1l8 Opposition says it trained one million agents to thwart possible vote-rigging by president's party. #Uganda UGX 2371.75 Last 2392 Life Time Low #Egypt #Pound 5.879 Last http:///fOjXX3 5.96 is 6 year Low #Zimbabwe police seize Tsvangirai's cars Africa possessing beacon lights usually found on police vehicles ZANU PF Hardball "The commander in chief of the security forces is issuing indirect orders to incite violence.'' Tsvangirai Kenya may shorten 2010/11 coffee sales earned 16 billion Kenyan shillings from the 2009/10 (Oct-Sept) coffee season +50% #Mumias sets sights on rival miller in expected #sugar disposal Global Credit Rating awarded the NSE-listed sugar miller a domestic long-term rating of A+ (single A plus) Mumias #Sugar 1st Half results 52 week low http:///9wYIOg  Watch Show

		15-FEB-2011 ::  Rich Podcast 15th February 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Liked The Photo By The Sea http://on.wsj.com/fsRlcL The #Star #Egypt is the #Portal to a New Normal http:///hhoTIz Can this cross the Sahara and head South? cost of insuring debt sold by the government of Bahrain, which rose 11 basis points yesterday to 248, the highest since Feb. 4 A Yemeni supporter of President Saleh http:///e2UvzJ Wael Ghonim had used a pseudonym to create a profile as one of the administrators of the page Facebook shut down one of the most popular Egyptian Facebook protest pages in November #Facebook has been ambivalent about the use of their platform by activists.” Ethan Zuckerman #Facebook #Twitter and #YouTube are all Uber Platforms that occupy a unique Position in this new Information and Communication c21st. In fact, they are Early Stage Bets on the Crowd. Lets set aside for a moment, Previous Controversies where, Facebook was cavalier with Folks' Personal Data and say to Mark, 'Mark, Yours was a bet on Human Capital.' #Euro 1.3540 ZAR 7.2866 -> 8.00 Obj. a Violent Dollar Bull Move a la 1994/1995 #Wheat July 2011 INO http:///gtQ4Z2 #Coffee March 2011 258.65 +5.65 (+2.19%) http:///c44bK6 52 week and 13 Year + Highs #Cocoa 1 Year High #Saudi #Arabia SASEIDX:IND TADAWUL ALL SHARE INDEX +0.06% 2011 I would be interesting in buying Protection FTSE/JSE Africa All Share All Time High +3.038% 2011 #Egypt is still shuttered since Jan 27 -21.00% 2011 ^EGX30 CASE AfDB ready to lend Tunisia $1bln Tunis Index +5.716% since Feb 2 -10.641% 2011 Mubarak kept us all in suspense like Alfred Hitchcock, a master of surprise ''He dyed his hair. So whenever he looked in the mirror, he saw #Mubarak as a young man.'' "You ruined the country when you opened the way to your friends and this is the result. Instead of your father being honoured at the end of his life you helped to spoil his image in this manner," the daily quoted him as saying. UGX 2362 just below all time low of 2392 #Uganda Police to monitor social #media networks #Africa Uganda is set to hold national Elections on 18th February 2011 #Kenya banks prepare for a season of #mega profits #Africa Total banking sector profits grew by 45.7 per cent in the first 11 months of last year to Sh66 billion #Kenya Airways+ 8.9% rise in passenger volumes #Africa http:///1AaBD1 Will Marende break the deadlock? The Nation #Nairobi All Share +0.5001% 2011 #Petrol hits three-year high  Watch Show

	14-FEB-2011 ::  Rich Podcast 14th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The Pool at #Windsor http:///gbYgfE Hannah loves the Place Riz Khan Fearing a #Food Crisis #Aljazeera http:///h1oId2 The #Star #Egypt A #Portal to a New Normal http:///hhoTIz ‘”I always said that if you want to liberate a society, just give them the Internet” Ghonim #Light Shining in the Dark Continent- one #mobile at a time Development Marketplace http:///axUxX1 30 Years of Mubarak was unravelled in 17 days. I remember how #Mubarak buzzed #Tahrir square with his F16s someone tweeted from Tahrir Square: ‘Is Mubarak mad? Is he going to bomb me?’ When I read that tweet, I knew Hosni was no more #Egypt #Jan25 billions of dollars that these regimes have spent on weaponry are worthless in the face of the crowd We Are All Khalid Said “They are eating pigeon and chicken, but we eat beans every day.” #Saudi Arabia argued that the United States should back Mr. #Mubarak even if he used force against the demonstrators Obama ended the call, the official said, with these words: “I respect my elders. And you have been in politics for a very long time, Mr. President. But there are moments in history when just because things were the same way in the past doesn’t mean they will be that way in the #future .” Its all about the Eyeballs Model Aly-Khan Satchu #Egypt #Jan25 #Euro 1.3455 Pound 1.5990 #Crude 85.46 #Gold 1358.70 #WHEAT Jul 2011 INO http:///fY7G72 The Price of #Bread 9th Feb contract high United Nations reckons countries spent at least $1 trillion on food imports in 2010 Egypt's army dissolves parliament USD EGP 5.8826 Last Now that Egypt's Mubarak is out, could Gabon's Bongo be next? A Google news search for "Gabon" comes up with a soccer score: Algeria - 2, Gabon, 2. UGX versus the Dollar 2353.15 Dollar versus Rand I am looking for a Move through 8.00 This Year Malawi Fuel Crisis “The situation is pathetic,” Kandodo motorists being forced to buy gasoline on the black market for 700 kwacha ($4.64) a liter, more than double the official price #Kenya Borrows 54.5 Billion Shillings on Domestic Market in 1H Mombasa port nears full cargo handling capacity a special focus on the port of #Mombasa http:///e83stI  Watch Show

		10-FEB-2011 ::  Rich Podcast 10th February 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr The #Star Road #Etiquette can add 2% to GDP http:///ecGI72 rich.co.ke Visualised http:///hFJu1A If Rich.co.ke was a country, it would be larger than Saint Helena with its 5,095 daily visitors! This means you would need at least 7 Airbus A380's to seat the visitors. average Rich.co.ke visitor visits about 10.1 pages before leaving Ryszard Kapuściński Shah of Shahs #Egypt #Jan25 It is Authority that provokes revolution From "stability" to "perfect storm" – Gone With the Wind might have recommended itself The Curve of History #Egypt and #Tunisia Era of The Securocrat Regime now a Gerontocratic One is over US has an opportunity to surf this extraordinary Wave Ghonim [c21st] and Suleiman [c20th] The Two Sides of #Egypt Strength and #power how do they differ in the 21st century? Haque connect link and collaborate to be a force multiplier QE2 Music will eventually stop Iam waiting patiently ahead of that Aussie 1.0033 Euro 1.3646 ZAR 7.2507 Corn futures 24 cents, or 3.6%, to $6.98 a bushel on the Chicago Board of Trade. It earlier rose 30 cents a bushel, hitting a limit previously set by the exchange. #Coffee March 2011 253.60 +2.31 Fresh 52 Week 13+ Year Highs #Cotton at 52 week High Egyptian Pound versus Dollar 5.8807 Last #Egypt ^EGX30 remains shuttered since 27th Jan and down 21% in 2011 CCAP:EY Citadel Capital Corp/Cairo Bloomberg http://j.mp/h96Z6d #Tunis SE Index -7.88% 2011 +8.97% since Re Opened Feb 1 #Africa South #Africa All Share +1.622% #Nigeria All Share +7.73% 2011 Why Africa needs to lower its voting age to 16 @calestous People at 16 have much more at stake in regard to the future than many of those holding power today Kenya and ICC Battle Over Impunity Ken Wafula "political gimmicks" designed to exploit Kenya's ethnic divisions "If you take the members of #Kenya 's #Parliament about 80 percent of them have participated in one way in violent campaigns" Wafula "The entirety of Kenya's political class are either practitioners of impunity or beneficiaries of impunity." Wafula Article 16 of theRome Statute "If the international justice system fails, the perpetrators will say 'there is no where else you can take us now,'" he said Kenya eyes 2010/11 fiscal deficit of 7.5% Around 800 million flowers will be making their way from Kenya's Lake Naivasha region to markets throughout Europe for the Valentine's day rush Nairobi All Share +0.32% 2011  Watch Show

	09-FEB-2011 ::  Rich Podcast 9th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr Omar Suleiman warned his government "can't put up with continued protests" there will be "no ending of the regime" and no immediate departure for Mubarak doesn't "want to deal with Egyptian society with police tools." Suleiman and #Mubarak in the War Room http:///gkEbMX #Cairo protest turnout corners #Mubarak "The protesters still have all the tools: people, demands, motivation, and I think the regime is now cornered more than the protesters." Its very asymettric and The Crowd needs to find The Tipping Point China increased key interest rates for the third time since October I am buying deep out of the Money Dollar Calls S&P 500 is just points away from doubling its 666.79 intraday nadir #^DJIA 12233.15 the highest close since June 16 2008. It was the seventh-straight increase. Spousonomics Using Economics to Master #Love #Marriage Dirty Dishes #Wheat Futures Rally 30-month high #bread riots http://j.mp/9AtLTl perturbation of a butterflys's wing away from serious tipping point Importers are paying 20% more for a metric ton of #wheat on the #Paris NYSE Euronext bourse than on the #Chicago Board of Trade #Algeria can’t jeopardize the food security of its population “The #Maghreb countries thought they had enough stocks,” said Weber #COFFEE KC.H11.E Mar 2011 (E) 247.60-1.65-0.67% -> 13 Year Highs #Sugar SB.H11.E Mar 2011 (E) 31.16 -1.59-5.12% -> Volatile WikiLeaks cables Saudi Arabia cannot pump enough oil reserves overstated by 40% USD EGP - US Dollar #Egypt Pound 5.8831 6 Year low 5.95+ Monday Bharti #Airtel Plans #Africa Tower Companies Bharti, sales from African operations rose 8.6 percent to $911million in the three months ended December, the New Delhi-based company said. Minutes of use per user in rose 7 percent to 120 #Japan keen to invest "billions" in #Africa "Once Japanese companies make a decision they invest in the order of billions of dollars'' "There's no business," said 35-year-old Mr. Ali, who supports two wives and five young children. "Zero." Tourism brought in close to $12 billion in Egypt last year TransCentury shareholders approve NSE listing via Introduction #Kenya Benchmark #Coffee Rises to Highest Since 1997-98 $1,022 for a 50- kilogram (110-pound) bag Eaagads http://j.mp/9gl6E3 1st Half EPS was 2.21 versus 0.74 East African #Cables reports FY Results here EPS 1.12 versus 1.52  Watch Show

		08-FEB-2011 ::  Rich Podcast 8th February 2011
		Matters #Financial and #Geopolitical from a #Frontier http://j.mp/9tXPDr The #Star Road #Etiquette can add 2% to GDP http:///ecGI72 Facebook #Twitter Yfrog truth travels faster than lies #propaganda We will fight we will kiss " #London #Cairo #Rome #Tunis '' "they're all using Twitter" – misses the point of what they are using it for principle of asymmetry – a swarm of disorganized people can effect change against a slow-moving hierarchical body Laptops and Broadbands Cairo's famous traffic jams were back. Older figures "are more close to negotiating but they don't have access to the street" Elelaiwy “There’s a hot wind blowing from the east” “History, like nature knows no jumps. Except backward, maybe.” The latest Arab guessing game is: “Who will be next?” #Euro 1.3601 touched 1.3506 yesterday ^DJIA 12161.63 The Emperor's Private Paradise: Treasures from the Forbidden City Partitions 紫檀拼竹夾玻璃畫隔扇 cost of insuring Egyptian sovereign 345 the lowest level since Jan. 26 Egypt’s 5.75 percent bond due in April 2020 gained 9 basis points to 6.3 percent today, down 91 basis points from a record high of 7.2 percent on Jan. 31 5.951 is a 6 Year Low #Egypt Pound Will You Be Writing Off Your Investment in #Egypt ? investment climate of "stable" authoritarian regimes over "messy" democracies 1.08 percent increase in per capita growth after the overthrow of an autocrat. Tunis SE TUNINDEX +9.04% since 1st Feb -7.824% 2011 Kibaki and Odinga agreed to “respect the ongoing parliamentary process and its outcome” Rewards and Realpolitik Africa #Nigeria said there should be 'African solutions to African problems' #Safaricom increased its #advertising spend by 73% to Sh5.7b #Airtel also grew its marketing spend from Sh1 billion to Sh1.9b  Watch Show

	07-FEB-2011 ::  Rich Podcast 7th February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Layla had been interested in the Pahlavis and We had watched the Aljazeera Live Feed from Egypt together Ryszard Kapuściński The Shah of Shahs #Egypt #JAN25 It is better to renounce the World before the World renounces You 'Freedom lies behind a door closed shut' Ahmed Shawqi #Egypt “It can only be knocked down with a bleeding fist.” French government seriously considered sending its paratroopers to save former President Zine El Abidine Ben Ali #Egypt #Pound to $ 5.945 #Euro 1.3604 Lagarde hit by the expense of trade-offs between two currencies that are deliberately weak US 30 Year 4.758% 9 Month High ^DJIA 12092 #Crude 89.04 #Gold 1349 #Cocoa -3.35% #China 's economic invasion of #Africa About a million Chinese "If you want to start something – and be the #boss – #Africa is the place to do it," Zhang's father "I imported everything. At that time they needed everything!" China-Africa trade grew from $6bn in 1999 Egypt Plans Record $2.6 Billion Sale Treasury bills Egyptian pound weakened 1.3 percent against the dollar Sunday to 5.933, the lowest level since January 2005 The central bank moved 5 billion pounds of cash into the financial system, using military cargo planes to bring in the fundsThe yield on Egypt’s 5.75 percent bond due in April 2020 rose to a record 7.2 percent on Jan. 31. The yield has dropped 62 basis points since and ended the week at 6.59 percent. The cost of insuring #Egypt ’s debt for five years with credit-default swaps soared to 430 basis points Jan. 28, the highest since April 2009. They closed at 380 on Feb. 4 CMA ^egx30 -21% #Tunis SE Index -10.387% 2011 +6.0171% since Reopening Feb 2 South Africa All Share +2.44099% 2011 1.293% away from 2008 All Time Record Close ZAR I am looking for a move towards 8.00 Nairobi All Share +1.0545% 2011 Peak 2011 was +5.697% Jan 6th Close Kenya govt plans to dispose of 11 hotels http:///ihHYmp Subscribers spent a total of 6.63b minutes in making calls against 6.05b previous quarter  Watch Show

		03-FEB-2011 ::  Rich Podcast 3rd February 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr CRISIS IN EGYPT Who's to cut off the head of the snake? Pepe Escobar dictatorship to control power: the iron link between the army and the repression machine; their unqualified submission to the dictator; and no qualms about firing on their own people. That's what was in effect in Iran in the summer of 2009; thus the green revolution was squashed. In the Medium Term, we have entered a 'New Normal' and the Extant Political Dispensation [like Egypt's] is plain untenable Daley Mideast May Be Changed Forever After Egypt Uprising The ME Curve has Inflected meddling by "foreign parties" was unacceptable #Egypt FM "aimed to incite the internal situation" #Egypt Mubarak and Suleiman are playing their Game right at the Line.Two Images stick in my Mind. Mubarak and Suleiman in the Control room and the F16s buzzing the Square ^DJIA 12041.97 #Euro 1.3792 #Pound 1.6255 Big Surge post GDP Sugar prices spiked to their highest level in more than 30 years 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:///9AtLTm a perfect example of the asymmetry of the #food markets Crude Oil chart 91.69 last +6.20% since Friday Geopolitical Barometer #Egypt ^EGX30 -21.00% closed #Tunis SE -18.22% Reopened Nigeria All Share +8.712% 2011 #Nigeria All Share +8.712% 2011 #Africa I don't think we are at a stage where the country is likely to erupt."Raila Odinga Kenya "We are acting with a lot of restraint because we don't want to give the impression that this government is going to collapse," Odinga we are unpredictable, unstable and therefore unsafe IMF sees Kenya 2011 economic growth 5.7% fund approved this week a $509 million extended credit facility the best readers of the Green in Kenya are the Meteorologists. 364-day T-bill yield rises to 3.722 pct If the three-month rains due in March fail, “the worst- case scenario is it could knock 2 percent off of GDP in 2011,” said Wolfgang Fengler Kenyan shilling has declined 6.1 percent against the dollar over the past 12 months “I’ve got a super conviction that the whole basket of the breakfast commodities, which includes tea, coffee, sugar and cocoa, is all in a parabolic price move,” Satchu said. “While tea has been lagging the price move, it is now going to play a degree of catch-up.” Price wars push up mobile subscribers to 22 million Rare Fish Species Holds Key to Cure of Heart Diseases #Zebra fish  Watch Show

	02-FEB-2011 ::  Rich Podcast 2nd February 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr @USAMB4REFORM on #Mindspeak RICH TV http:///1mPS6v Its a Fabulous Presentation Interview with Jeff Koinange Thursday The Bench K24 RICH TV http:///cBAwvJ British High Commissioner Muthaiga Stephen O’Brien Loreto Convent Mombasa Mubarak said he’ll stay on to ensure “stability” “Your last day will be Friday,” The Crowd chanted “He recognizes that the status quo is not sustainable,” Obama Egypt “faces a choice between chaos and stability,” Mubarak Obama said: “We hear your voices.” cost of protecting against an Egypt default with credit- default swaps fell 70 basis points yesterday, the most ever, to 350 “I lived in this country, and I fought for it, and I defended its land, its sovereignty and interests, and I will die on its soil,” Mubarak ElBaradei he would be "not only a lame-duck president but a dead man walking". Mubarak the Recalcitrant. I think he must be advising Everyone that an Orderly Retreat is far better than a Disorderly one Fed passes China in Treasury holdings $1,108bn The end of QE2 will be a big test The euro climbed above $1.38 for the first time since Nov. 11 1.3817 last Thursday, the ECB will hold its regular meeting ^DJIA Dow Industrials rose 148.23 points, or 1.25% to 12040.16. Copper jumped 2%, to settle at $4.54 a pound, beating out the last record high from Jan. 3 Brent Crude near 102 Coffee 13 and a Half Year Highs The Breakfast Commodities and Why I am a Bull csmonitor http:///9AtLTm Bharti Third-Quarter Profit Falls -41% 13 billion rupees from 21.9 billion rupees Bharti Airtel share price data Price/Earnings13.405 Bharti's monthly ARPU in India in the December quarter fell 14 percent to 198 rupees from a year ago. ARPU in Africa eased to $7.3 in the quarter from $7.4 in the quarter ended in September 2010 a one-time brand promotion cost of 3.40 billion rupees repaid debt of $415 million Hosni #Mubarak #Egypt president's political career #Photography TUNIS SE Index reopened Yesterday -15.473% 2011 Egypt ^EGX30 -21.03% 2011 Cote D'Ivoire bond fell three cents in early trade to 33.4 cents Rwanda: An African success story? Riz Khan #China poised to pour $10bn into #Zimbabwe 's economy Zimbabwe GDP $6B China is coming in a very big way." Last year the Chinese embassy in Harare threw an 86th birthday party for Mugabe #Uganda proposed refinery to cost $2 bln internal rate of return of between 20 to 30 percent EAC sees internal trade doubled in five yrs The Consultative Process President and Prime Minister SCRIB'D http://scr.bi/hTOjSF  Watch Show

		01-FEB-2011 ::  Rich Podcast 1st February 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The #Star The #Maghreb #EGYPT #JAN25 http:///guXq7Z Tarek al-Tayyib Muhammad ibn Bouazizi (Arabic: محمد البوعزيزي‎) was The Tipping Agent a Tunisian street vendor who burned himself to death on December 17, 2010 Egypt gears up for gigantic protest Aljazeera "march of a million" EgyptAir said was cancelling all domestic international flights "they have not and will not use force against the Egyptian people," said the statement. "They are saying they don't want to enter dialogue with Mubarak or Omar Suleiman, they say they've been in that dialogue for the past 30 years and it has been one way. They don't want anything to do with him. They demand he steps down." Watch it in Real Time #Aljazeera Live Stream http:///dXWRhI The revolution will be live. Gil Scott-Heron http:///gua4Tb Conclusions The Revolution is being live streamed Gil. Million Man March Image 1995 http:///hFtWXA Mohamed ElBaradei The man who would be President Fisk #Egypt a very friendly, shrewd and bespectacled mouse Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr this is a mouse I suspect with very sharp teeth #ElBaradei "I had gone to a wake, I told my brother, and I looked at the eyes of the mourners and they were dead – they were dead souls. And now I look at the people today and they have recovered their self-confidence. They are free. It was like a pressure cooker." #Euro 1.3745 #Aussie 1.0056 Yen 81.55 Dollar under the Cosh In January the ^DJIA rose 314.42 points, or 2.72% The c21st is the Century of #Communication http:///glXgSd Brent crude ended up $1.59, or 1.6% $101.01 a barrel highest settlement since Sept. 26, 2008 COCOA 3352 +2.44% COFFEE 244.80 +0.12% Sugar Mar 2011 33.97 -0.32% ''The Unbearable Lightness," by Tomas Libertiny Moody’s Cuts Egypt Bonds Ba2 “The public finances of Egypt are already stretched.” Egypt’s credit default swaps rose 3.5 basis points to 432.5 #Egypt CASE:IND EGX 30 Index ^EGX30 -20.94% 2011 Tunis SE TUNINDEX 4,363.22 -69.80-1.57% South Africa All Share -2.2441% 2011 Ivory Coast bonds sank to a record low 36 cents on the dollar bonds should, unless otherwise agreed, trade “flat” and settle at an all-in price IMF approves $509 million loan for Kenya Kenyan inflation rises to 5.42 pct in January “It is a perverse decision that no one expected,” Aly- Khan Satchu African Union Backs Kenya Bid to Try Suspects Article 16  Watch Show

	27-JAN-2011 ::  Rich Podcast 27th January 2011
	Matters #Financial #Geopolitical from a #Frontier http:///9tXPDr What is #Mindspeak ? http:///9mhe39 William Butler Yeats THE SECOND COMING The falcon cannot hear the falconer Things fall apart; the centre cannot hold; Obama Poised to Intensify U.S. Criticism of Egypt’s Mubarak Obama, who came to power promising the Arab world a ‘‘new beginning ’’ White House Press Secretary Robert Gibbs created some ambiguity yesterday when asked whether the administration still supports Mubarak. In his response that ‘‘Egypt is a strong ally,’’ he avoided repeating Mubarak’s name. #Yen 82.75 last #Japan Downgrade Euro 1.3678 ZAR 7.0208 GBP 1.5923 rebound MPC Sugar March 2011 crosses 33c Cocoa March 2011 3352 Egypt's benchmark stock index tumbled 6.1% Wednesday 6.24% today -21.45 2011 Egypt's five-year CDSs rising 11 basis points to 345 bps 48-year-old younger Mubarak boarded from airport western Cairo private jet bound London with wife daughter and nearly 100 pieces of luggage "Whether they can catch up as leaders to what the population is aiming (for) is still to be seen" Prince Turki al-Faisal “It was the young people who took the initiative and set the date and decided to go,” Mohamed ElBaradei Mobile banking is expected to grow into a $22 billion industry across Africa by 2015 Sub-Saharan Africa averages just 163 bank accounts per 1,000 adults international remittance market worth some $400 billion per year Swaziland Central Bank Sells Only a Fifth of Bonds on Offer Protesters demonstrate against an increase in fuel prices in Ghana's capital Accra ICC asks Kenya to help seize suspects' property 85 percent of Kenyans support the ICC investigation  Watch Show

		26-JAN-2011 ::  Rich Podcast 26th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr "...Therefore, send not to know For whom the bell tolls, It tolls for thee..." Suraj Sudhakar, Aly-Khan Satchu, and Melinda French Gates at the reception following TEDxChange @ TEDxKibera Flickr http://www.flickr.com/photos/gatesfoundation/5385048655/ US must seize 'Sputnik moment' "to win the future" Three dead in #Egypt Telephone communication with people in central #Cairo was nearly impossible El Hamalawy told Al Jazeera that new media had been important in facilitating "the domino effect" "People are fed up of Mubarak and of his dictatorship and of his torture chambers and of his failed economic policies. If Mubarak is not overthrown tomorrow then it will be the day after. If its not the day after its going to be next week," El Hamalawy "We have taken back our streets today from the regime and they won't recover from the blow," said Rizk Euro 1.3697 touched a fresh 2-month high of $1.3702 in late afternoon trading Yesterday European Financial Stability Facility 44.5b bids 5b borrowing costs for EFSF of 2.89% #Pound 1.5830 4Q GDP -0.5% e a toxic combination #^DJIA < 12000 #Cocoa March 2011 3335 +1.81% 1979 Highs The Target cost insuring Egyptian sov debt +22 Bps to 325 June 2009 High ^EGX30 was closed Yesterday -5.866% 2011 #Tunis still shut Nigeria All Share +12.2204% 2011 Ships Seized by Pirates See 36-Fold Cost Rise 36-fold jump in ransoms in five years, raising costs for shippers and the threat to vessels carrying 20 percent of world trade.Average ransom payments rose to $5.4 million last year compared 150,000 in 2005 Ban Ki-moon wrote “The root causes of piracy are found on land.” Nigeria lifts key rate to 6.5 pct Hope for the Future of Kenya Remarks by U.S. Ambassador Michael Ranneberger The Tipping Point of the New in the Face of the Old China Exim, #France Provide Funds to Kenya for Geothermal Rigs Kenya estimates the extent of its unexploited power resources ranges from 7,000 megawatts to 10,000 megawatts at 14 “high-potential” locations valued at $30 billion Kenya bourse eyes five new listings in 2011  Watch Show

	25-JAN-2011 ::  Rich Podcast 25th January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The Star Juba Boom Town Said Aburish http:///ehv9JO Salman Rushdie in his Book Imaginary Homelands says Ours is the most cryptic of Centuries, it's true Nature a Dark Secret Ryszard Kapuściński This Sensitivity to the Border Issue, this untiring enthusiasm for constantly marking them out, widening them or defending them, are characteristic not only of Man, but all animate Nature Happy is he who renounced The World before The World renounced him.Timur The Lessons of Tunisia Ben Ali "total" coöperation on counterterrorism "without inhibitions'' Ben-Ali opined that the situation in #Egypt is 'explosive,' ''sooner or later the Muslim Brotherhood would take over" Tunisia Jasmine Revolution and how mobile phones helped it happen http:///fiX9BD We are not afraid, we are not afraid, we are afraid only of God" "My daughter, Ons, who's 16, started showing me what was going on," Ben Ali might have 1.5m members in his puppet party; he soon faced two million Facebook users.He hadn't understood a thing Everyone was live-commenting the speech on Facebook #^DJIA 11980.52 #Sterling slumps to 1.5785 1257 Kenya Time Cocoa may climb to the highest price since the late 1970s $3720.00 Cocoa has jumped 9.1 percent this month Cargill Inc temporarily suspended bean purchases in Ivory Coast.Cocoa has risen 20 percent in New York since the Nov. 28 elections.The next fear is that they may attack the crop will lose harvest for the next few years lose harvest for the next few years Cocoa Philip J. Crowley Twitter yesterday. Gbagbo "needs to get the message and step down" Saudis wrestle Crude to its lowest close in a Month 87.41 last #India Raises Interest Rates to Two-Year High Bombay Sensex ^BSESN -6.304% 2011 Kim Jong Il Talks Business With Naguib Sawiris Koryolink, North Korea's only 3G mobile network 301,199 subscribers at the end of September 2010 IMF trims SA GDP by 0.1% 2011 2012 Nigeria All Share +12.107% 2011 Tunis SE is still shuttered 4,552.80 Egypt ^EGX30 -5.866% 2011 #Kenya 's Banking Revolution #Time http:///i6bPW2 Patrick Maina's offices don't look like a bank, his bank -- Safaricom -- doesn't sound like one, and Maina doesn't appear at all like a banker Started with an investment of $1,000 four years ago, his financial empire now runs to 218 outlets across Kenya Maina praises his company not for how it enriched him -- he earns $150,000 a year and owns a #Lexus Africa is the #Silicon Valley of banking The future of banking is being defined here ''new models for what will be mainstream throughout the world are being incubated here. It's going to change the world." Kenya The Tipping Point World Bank Report http:///eYvCKm Kenya The Silicon Valley of Mobile Banking 2010 The Star http:///a8x30k Kenya's beach tourism is a 'tired' and less competitive product Zutt KenolKobil Buys the Assets of Phoenix Uganda Petroleum  Watch Show

		24-JAN-2011 ::  Rich Podcast 24th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr 24 January - #Kenya Markets - Aly Khan Satchu - Rich Management #CNBC #Africa http:///h8xRvN Thank You Alishia The Star Juba Boom Town Said Aburish http:///ehv9JO What is #Mindspeak ? http:///9mhe39 #Mindspeak PDF https://rich.co.ke/rcfrbs/docs/2010.pdf @USAMB4REFORM was an outstanding Guest at #Mindspeak I see the foundations of the Old Order beginning to crumble I am not freelancing here everything is cleared with Washington Ranneberger: I eat stress for #Breakfast Melinda Gates at #TEDx Kibera Twitpic http://twitpic.com/3sw67r He says 'Aly-Khan I am on an MBM Update. Do You know what that is? Its a Minute by Minute Update!' Tunisia ’s Inner Workings Emerge on Twitter dissident blogger Slim Amamou “I am in the government to have first hand info,” he wrote on Twitter recently. “Very important in our current info war. I am not here to build a career :).” “The most rapid #revolution in history Because we are connected. Synchronized.” Tunisia's #Jasmine Revolution, and how mobile phones helped it happen ttp:///ieu6LS By Aly-Khan Satchu January 15 "We are not afraid, we are not afraid, we are afraid only of God," the crowds chanted on Tuesday in Tunis. Tunis SE Index has been shuttered since Jan 14th Bloomberg Visual -10.95% 2011 http:///dF4CpB #Euro 1.3564 topped 1.36 Friday Trichet talks tough ZAR 7.0592 Yen 82.80 #Cocoa to advance 10% Outtara bans exports for 1 Month Cocoa futures have climbed about 14 percent since the elections $3,510 a 30-year peak reached in December 2009 3184 Last Coffee at 240.40 52 week highs I have a Supreme Conviction http:///9AtLTl By Aly-Khan Satchu September 6, 2010 #food markets are but the perturbation of a butterflys's wing away from a serious tipping point.Tasting Forbidden Fruits ortolan ailing French president Mitterand munched through several with a look of ecstasy on his face and then ate nothing more before his death eight days later.fatten them up in a darkened space, drown them in Armagnac, then roast and consume them whole Nigeria’s First Eurobonds to Spur Africa Borrowing 10-year bonds, rated B+ 7% Ghana 6.3% Yield to 2017 Maturity Lebanon B+ 6.79% Crude exports account for more than 80 percent of government revenue and more than 95 percent of foreign-exchange income Gabon 2017 yields 5.32% WikiLeaks cables: Nigerian president refused second kidney transplant Yar Adua stuffed his clothes to hide his weight loss and used makeup Nigeria All share +11.764% 2011 Top Performer World Wide Egypt ^EGX30 -6.244% 2011 #Tunisia Spillover Risk Egypt's frustrated young wait for their lives to begin, and dream of revolution "At the informal level – blogs, social media – there's been an explosion of political activity, entirely disconnected from the official mechanisms of government" Nairobi All share +4.411% 2011 Kenya #tea output hits a record 399 mln kg in 2010 $3.50 per KG Price Target Africa Investor http:///ijIZk3 A Tacazze sunbird in Aberdare National Park NYT http://nyti.ms/heezN9  Watch Show

	21-JAN-2011 ::  Rich Podcast 21st January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Mindspeak When the QE Music stops it will be like 1994/1995 I think $ China in the mind of America Sputnik Moment Obama Relationship is symbiotic and mutually beneficial. The Chinese and the Americans have effectively together pursued a Weak Currency Policy at the expense of the World, more than at the expense of each other, for example. The Peripherals are soft. Rand is above 7.00 Aussie below 0.99 #Euro 1.3543 feels like a Macro Level #China Allocation Apple Amateur Analysts Outperform Wall Street Professionals AAPL Horace Dediu - a blogger “Once I figured out that I was an entertainer, I decided to get better at it,” he said. Conclusions Interesting Very Interesting and in essence why I think The World is as flat as a Pancake. LinkedIn Said to Be Worth Almost $3 Billion 90 million users #Gold 1348.90 2 Month Low Nov 17 #Crude 90.02 Hot #Cocoa +2.79% Deadly Rainfall in Brazil heaviest rainfall since 1967 Vegetable prices +60% La Nina weather pattern ''we’re a clay-footed giant” Barreto. “our inferiority complex.” I have a supreme conviction that global food markets are but the perturbation of a butterflys's wing away from a serious tipping point. Mozambique bread riots may be warning sign on African food security CS Monitor http:///9AtLTl Ali Baba gone, but what about the 40 thieves? The Economist #Tunisia 's Jasmine Revolution and how #mobile phones helped it happen #csmonitor http:///fiX9BD "...Therefore, send not to know For whom the bell tolls, It tolls for thee..." Tunis SE shuttered -11.00% in 2011 - Must be a Sell Backlog SA SARB leaves rates at record Low ZAR tanks 7.1158 last A Weak Rand is an outcome The Entire SA Government is surely wishing for #Tanzania Natural-Gas Reserves 7.5 trillion cubic feet #Africa Safaricom “We started tightening our belt in September last year and we have now accelerated that,” he said. “We are looking at a lot of discretionary spend; things like travel, we have a head count freeze.” Safaricom share price data here EPS 0.38 PE 11.447 Scangroup to issue 2.75m Shares to Employees PE 36.188 Trailing  Watch Show

		20-JAN-2011 ::  Rich Podcast 20th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Mindspeak I am really looking forward to this @USAMB4Reform "I would like to clarify. Because of the technical translation and interpretation problems, I did not hear the question about human rights." "China is a developing country with a huge population, and also a developing country at a crucial stage of reform. In this context, #China still faces many challenges in economic and social development. And a lot still needs to be done in China, in terms of human rights." #Euro 1.3451 touched 1.3539 yesterday ZAR pops over 7.016 last Goldman ROE 11.5% ROA 0.91% Vs. #Apple ROE 32% ROA 20.3% GS AAPL Apple versus Goldman Chart 1985 Yahoo Finance http://yhoo.it/ffk0Mb Breakfast The New Power Lunch Le Meurice #Gold 1364.08 #Crude 90.37 #Cocoa 3100 China Q4 GDP 9.8% #Shanghai Composite 4 Month Low -15% 1 Year Laurent Gbagbo rejects Raila Odinga as Mediator Cote D'Ivoire He took the side of Mr. Ouattara At Gobelet market in Abidjan, one kilogram (2.2 pounds) of beef has shot to 2,500 francs from 1,400 francs before the election and tomatoes have climbed 67 percent to 500 francs per kilogram as traders struggle to bring their goods to market. bonds have fallen 41 percent from their record high of 62.875 N’Guessan. “I won’t be able to hold on for another month under these conditions.” Moody’s downgraded Tunisia’s foreign debt to Baa3 negative from stable one level above Junk ^EGX30 -7.5% since The Fall of Ben Ali Tunis shuttered Equity trading will stay suspended for “administrative reasons” Nigeria $500 million debut international bond 6.90%- 7.70% 10 Yr Nigeria is rated B+ Ghana is rated one level lower at B #Nigeria All share +9.99% 2011 best performer World Wide Uganda Vows ‘More Aggressive’ Support for Currency #Kenya #Internet Usage Doubles Over 2010 “We now have 7.5 million Internet users compared to 3 million last year,” Ndemo Kenya's Athi River Mining looks to south Sudan We expect the growth rate in south Sudan to be higher than the rest of east Africa ... in the region of 20-25 percent year-on-year ARM closed at a New All Time High Yesterday share Data Graphs +75.624% 1 Year Record High http:///4slEGv  Watch Show

	19-JAN-2011 ::  Rich Podcast 19th January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Mindspeak Saturday 22nd January WestGate SilverBird Cinema 1 Guest Speaker US Ambassador to Kenya Michael Ranneberger Africa's Business in the c21st Its Free to attend and we start at 1000 AM sharp. #Mindspeak 2010 RICH TV http:///fcdqwk #Mindspeak 2009 RICH TV http:///6njRZS The View Point Rift Valley Google Image Search http:///hPMgM4 The Italian Church on the way to Pembroke and Gilgil Google Image Search http:///hzzetF Mr Hu comes to Washington A Bipolar World. People’s Republic of U.S. Treasury? http://on.wsj.com/hMKvGu #Euro 1 Month high 1.3448 #Aussie 1.0046 Apple Profit Rises 78% The iPhone is Apple’s top-selling product, accounting for 39 percent of revenue last fiscal year. The iPad accounted for 17 percent of revenue last quarter. The company has now sold 14.8 million since it was introduced in April. “I don’t care who they get, there’s no way you can replace Steve Jobs.” China's oil demand broke through the 10 million-barrel-a-day level in November for the first time. "China's preliminary data show that apparent oil demand growth accelerated to 15.1% year on year in November, with all product categories posting strong gains," the IEA said in its latest monthly Oil Market Report. Crude 91.66 last Alan Whicker interviews Papa Doc #YouTube http:///4SxC2a Russia delays UN vote on I.Coast troops #Lukoil exploring crude #Tunisia Stock Exchange Suspends Trading 2nd day to “protect investors” Leila Trabelsi the Lady Macbeth of Tunisia Guardian http:///eN8AEP Leila Trabelsi fled #Tunisia with $50m worth of gold bars #Africa She was working as a hairdresser when she met her future husband #Tunisia 's Jasmine Revolution and how #mobile phones helped it happen #csmonitor http:///fiX9BD #Egypt #^EGX30 6,693.58 gets serious #Tunisia Blowback South Africa All Share +1.373% 2011 +15.872% 1 Year# Africa M&A surges to record $44 bln in 2010 Reuters Nairobi All Share +4.488% 2011 +30.145% 1 Year Price war threatens industry: Safaricom CEO "We believe the industry will lose revenue of 20-26 billion shillings as a result" Barclays #Kenya cut 200 predominantly management-level employees 5% of work Force Barclays Bank Kenya share price data 3rd Quarter Results +30.587% http:///3FrB3X PE Trailing 14.222 Africa Tea Prices Advance to an Average of $3.05 Per Kilogram Kenya flower export earnings down 15 pct in 2010 Ocampo invites three to The Hague Nation  Watch Show

		18-JAN-2011 ::  Rich Podcast 18th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr #Tunisia 's Jasmine Revolution and how #mobile phones helped it happen #csmonitor http:///fiX9BD Thinking of the Beach Massimo Vitali Photography http:///g8R99g Exile sweet exile Jeddah has of late "been plagued by torrential rain, overflowing sewage, insects and now the Tunisian ex-president". Idi Amin who lived in the Villa that Ben Ali occupies. Idi Amin I want to be remembered as a Great Athlete - #Shanghai authorities demolished studio built by Ai Weiwei Its speaks to a Neurosis, which is normally well concealed. Aly-Khan Satchu military #helicopter hovers over #Tunis http:///hx0arA Cable tops 1.6 1.6009 last #Apple at 52 week High $348.48 Preopen Goldman Sachs `Blindsided' as Facebook Placement derailed in US This year, there will be 7 billion people on Earth on 31 October, to be precise And just 100 years ago, the human population stood at 1.6 billion Contracts on Tunisia climbed to 184 basis points from 120 IN 2011 Egypt jumped to 307.5 from 237 and Morocco rose to 159 from 125 Tunis SE Index -10.95% 2011 #Egypt ^EGX30 -3.248% Ivory Coast Bondholders Must ‘Recognize’ Gbagbo 37.625 cents expiry of the 30-day grace period is on everyone’s radar screens Fitch Raises South Africa’s Rating Massmart shareholders approve Wal-Mart offer http:///9ASLGt Nairobi All Share +4.295% 2011  Watch Show

	17-JAN-2011 ::  Rich Podcast 17th January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr An Interview on China TV CTV RICH TV http:///1mPS6v #Mindspeak Saturday 22nd January WestGate SilverBird Cinema 1 Guest Speaker US Ambassador to Kenya Michael Rannenberger Africa's Business in the c21st Its Free to attend and we start at 1000 AM sharp #Mindspeak 2010 RICH TV http:///fcdqwk #Mindspeak 2009 RICH TV http:///6njRZS I thank Alishia for Todays Interview on CNBC Thank You http:///eKHy8k The Hollow Men TS Eliot http:///aqB9sP Mistah Kurtz—he dead #Tunisia “a lesson for countries where presidents and kings have rusted on their thrones.” Tunisia's Jasmine Revolution, and how mobile phones helped it happen http:///fiX9BD "We are not afraid, we are not afraid, we are afraid only of God," the crowds chanted "Aly-Khan, the revolution is coming. The question is, can it be managed?" #Jasmine Revolution will amplify two ways through the Maghreb towards holy cities Saudi Arabia not unlike dry kindling, awaiting a spark."...Therefore, send not to know For whom the bell tolls, It tolls for thee..." "The current international currency system is the product of the past" HU Euro 1.3273 rallied 3.7% last week Apple, Citi and Goldman report this week.Crude 91.20 $100.00 1 Touch worth a Look #Cocoa March 2011 crosses 3,000 again 3,019 last +3.19% Indonesia Rating Raised by Moody’s to 13-Year High BA1 same as #Greece ! Indonesia’s 10-year dollar bonds gained after today’s upgrade. The yield on the 5.875 percent note due March 2020 fell 10 basis points to 4.56 percent Muammar Gaddafi condemns Tunisia uprising Tunisia #Tunis SE Index -10.9054% 2011 http:///dF4CpB #Egypt Stocks Drop Most Since November ^EGX30 -1.99% 2011 Nigeria’s Promise, Africa’s Hope CHINUA ACHEBE Nigeria All Share Top performing Index World Wide +10.111% 2011 The South Africa All Share is 1.718% away from its All Time Closing High of 33232 from 2008 Nairobi NSE20 +2.685% 2011 #Tea Prices have risen 10% so far this year Prices may rise as high as $3.50 a kilogram at auction this year #National Bank shareholders to get cash dividends after 12 years  Watch Show

		12-JAN-2011 ::  Rich Podcast 12th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Bush's Poll numbers #Africa [v.high in fact] to Wal-Mart to China #Mindspeak Saturday 22nd January WestGate SilverBird Cinema 1 Guest Speaker US Ambassador to Kenya Michael Rannenberger Africa's Business in the c21st #Mindspeak 2010 RICH TV http:///fcdqwk #Mindspeak 2009 RICH TV http:///6njRZS Macro Thoughts I am looking for an Optimal Long Dollar Entry Point Lawrence Kudlow http://en.wikipedia.org/wiki/Lawrence_Kudlow #China Shows Its Growing Might J-20 Was Hu really flatfooted? "It was clear the civilian leadership was uninformed" of the J-20 test US may cut Sudan from 'terror list' Aljazeera Quid pro Quo ? “In Haiti, people never really die,” my grandmothers said you may hear their hushed whispers in the wind #Haiti #Euro 1.3015 #Japan refers Hermes Birkin bag maker on Sale ? Price/Earnings 46.848 The #Predator LVMH #Moet Hennessy Louis Vuitton SA PE 27.17 U.S. Department of #Agriculture report due Wednesday #Breakfast Index #Cocoa +1.91% #Coffee +1.47% #Sugar +3.09% #Tea Crude 91.64 Alaska Ivory Coast Taking ‘All Necessary’ Steps to Pay Bonds 40.925 cents on the dollar 40.925 cents on the dollar Yield to Maturity 15.65% #Tunisia unrest spreads to capital Aljazeera "We are not afraid we are not afraid, we are afraid only of God" crowds chanted Tunis SE Index -6.336% since 5th January +8.902% 1 Year #Rwanda Economic Growth 6.5% 2011 #Angola 50 bps Rate Cut South Africa All Share +1.7% Yesterday +13.642% 1 Year Kenya Power share data and Rights Issue Results Total Subscription Performance 103.17% ICC African Union Kibaki Raila Rea Vipingo reports FY Earnings EPS 1.12 versus 2.48 PE 15.803 Administrative Expenses 402.372m versus 352.647m = +14.100% #GreenWorld Development Inc modernizing #Kenya #water system Kenya coffee fetches $1,008 per 50-kg bag Reuters Such a performance last recorded in the 1996/97 crop Nairobi NSE 20 Share Index +4.016% 2011 +37.85% 1 Y  Watch Show

	10-JAN-2011 ::  Rich Podcast 10th January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr 10 January - Kenya Markets - Aly Khan Satchu - Rich Management CNBC http:///gUzqlk Stone - YouTube http:///ibm0JU Milla Jovovich is a #Star http://imdb.to/glxgJm US concerned over China's rapid development of new weapons new ballistic missile that could theoretically explode an aircraft carrier nearly 2,000 miles (3,200 kilometres) out to sea The Man Who Spilled the Secrets VF.COM Julian #Assange #Wikileaks Whatever the fate of #WikiLeaks itself the nature of the Internet guarantees that others will continue to step into its shoes #Assange a fourth cache, containing the personal files of all prisoners who had been held at Guantánamo Euro 1.2886 ^DXY 81.12 Portugal, Spain and Italy all have bond auctions scheduled this week ^DJIA rose 97.25 points, or 0.84% Last week Crude 88.70 last Trans-Alaska Pipeline network was shut down North Slope produces nearly 630,000 barrels of oil a day, about 9% of total U.S. output. Orange Juice High Onion prices make Mumbai investors teary-eyed Vegetable prices jumped 16% in the week to Dec. 25 from the preceding week and were up about 60% from the comparable week last year. Onion prices, meanwhile, soared 23% week-on-week and were up a staggering 82% from a year earlier. #Harem Dining #Istanbul Belshazzar’s Babylonian feast Balkan-Caucasus-Persian-Arab-Levant-Mediterranean fusion cooking Voting begins in S #Sudan referendum #Aljazeera #Nigeria All Share +5.647% 2011 #Tunisia 11 die in new clashes after weeks of unrest = The #Maghreb Political Dispensation = Fragile Ben Ali has appeared at the bedside of the dying vegetable seller, but has made no statement Nairobi ^NSE20 +3.665% 2011 +39.085% 1 Year #Safaricom of #Kenya Reduces Mobile-Phone Text Rates Bob Collymore at #Mindspeak http:///fcdqwk Geothermal firm drilling #Menengai Crater http:///hppT7Z lavas of the crater are trachytes, whereas pumice, obsidian, and scoria form the rim. The crater is 8-10 km in diameter and 485 m deep. (Courtesy of Kenya Geology)  Watch Show

		07-JAN-2011 ::  Rich Podcast 7th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Macro Thoughts Buy Cote D'Ivoire $ 2.5% 2032 YTD 16% - Buy Dollar Calls Buy SSA Kim Jong-eun has Obama blinking The Linguistics of Single Party South Korean puppet regime American wirepullers Kim Jong-eun Laurent Gbagbo has blood on his hands Outtara He has ordered assassinations of citizens by foreign agents #Euro 1.2977 Dollar on the Front Foot The $60 Million Dream House Materials like mother of pearl rare marble Austrian oak Cotton prices surged 91% in 2010Victor Hugo "There is nothing like a dream to create the future." Crude 88.56 Gold 1357.50 The Touch, the Feel—Of Rayon? #Cotton surge brings #Rayon back #Sugar -6.09% yday Africa 's impressive growth The Economist an analysis by The Economist finds that over the ten years to 2010, six of the world’s ten fastest-growing economies were in sub-Saharan Africa Over the past decade the simple unweighted average of countries’ growth rates was virtually identical in Africa and Asia. Over the next five years Africa is likely to take the lead. In other words, the average African economy will outpace its Asian counterpart. #Africa #Treasure amid turmoil #FT http:///hpY69U They should bust it wide open,” says Aly-Khan Satchu, a Nairobi-based investment banker and a torchbearer for recent Afro-optimism. Uganda shilling flirts with lifetime low 2,337 record Yoweri the Rap Star : "I was given a knife/ I gave it to the people who harvested millet and they gave me the millet. I gave the millet to the cattle keepers, who in exchange gave me a cow." Agri Rap "The Confluence Between the New and the Indigenous" Cote D'Ivoire Eurobond 38.25 16.64% YTM Ivory Coast’s Gbagbo Seeks Mugabe Support Nigeria All share +7.00% 2011 “roughly” 10 times earnings Ethiopia imposes price caps to fight inflation 17 items including rice bread and sugar "The #bourse has simply exploded out of the gates in 2011" Aly Khan Satchu #Kenya Nakumatt sees turnover up 12 pct 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 “Soul Boy,” a coming-of-age tale from Kenya  Watch Show

	06-JAN-2011 ::  Rich Podcast 6th January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Treasures are found in Ruins Rumi Ahmadou Kourouma Waiting for Wild Beasts to Vote Cote D'Ivoire policy of "Ivoirité" "Once you have said that the anus of the hyena smells bad, you have said it all." Goldman Flooded With #Facebook Orders would-be investors to expect just a small fraction of the shares they requested 500 million monthly active users “Do not contact Facebook.” ^DXY 80.23 Last Euro 1.3111 Aussie below 1.00 at 0.9979 The U.S. data blew away the estimates - This could be the 1st Half Story - World #Food Prices Rise to Record .An index of 55 food commodities maintained by the Food and Agriculture Organization climbed for a sixth month to 214.7 points, above the previous all-time high of 213.5 set in June 2008 #Mozambique #bread riots may be warning sign http:///9AtLTm #Crude 90.25 #Gold 1376.40 #Cocoa March 2011 INO 2852 -75 (-2.63%) Betting on Ggagbo exiting Stage Left Mao Warhol so spooked by it that he got up and shot at it twice “There is no question the election in Ivory Coast was stolen by President Gbagbo,” Johnnie Carson “His continued presence in the office amounts to a theft of the office.” Egypt sees annualised Q4 GDP growth at 6-6.2 pct ^EGX30 +12.02% 1 Year Nigeria Stocks Gauge Rises Most Since March on Amcon All share +20.931% 1 Year Kenya shares to gain in 2011 NSE-20 index added 37 percent last year to close at 4432.40 points outperforming the MSCI Frontier Markets index .dMI8600000P, which rose 19 percent in the same period "I remain constructive on Sub-Saharan Africa equity indices and on Kenya in particular where GDP is one powerful tailwind," said Aly Khan Satchu African #Tea Prices Jump to $2.81 a Kilogram  Watch Show

		04-JAN-2011 ::  Rich Podcast 4th January 2011
		Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr The #Star On The Road #Mombasa #Nairobi Road http:///g8h3jw that extraordinary #spaceship restaurant which is so eerie #China BRICS up #Africa its number one African partner #Delhi has decided that #Africa will be one of its three "major foreign policy targets" in 2011BRIC set to contribute to about 49% of global GDP growth 2020 South African economy $285 billion South #Korea ($830 billion) #Turkey ($615 billion) #Mexico ($875 billion) How do you patrol the "global commons" in the Indian Ocean without a grip on the Cape of Good Hope? Zuma pitched China Last Year http:///agk8KF President Jacob Zuma's #China #Posse (17 Cabinet Members and 300 businessmen) “We’re not getting resistance, we’re getting cakes,” McCoy remarked The Toppling Propaganda has been a staple of warfare for ages Walter Lippmann “Men respond as powerfully to fictions as they do to realities in many cases they help to create the very fictions to which they respond.” pseudo-events South Korean Won at 1119.20 ^Kospi at a new all time closing High ^DJIA 28 Month closing High #^Kospi Record Hope springs eternal Lap Dancers Cheap Sperm Expose Hidden Secrets of Prices The Price of Everything #China 2020 135 men #marriage age for every 100 potential brides The sex ratio prompted households to save more in hopes of giving their sons an edge in the marriage market. $2.6 trillion #Silver at 30 Year + High Emerging Markets at 31 Month High "It depends on how Gbagbo wants to handle it." Raila Odinga Aljazeera "The question is, how long will he be able to stay in power before he is financially asphyxiated?" A lot of businesses are refusing to take cheques from the presidency because they are worried they will bounce'' Ivory Coast’s Eurobonds sank to a record-low 40 cents on the dollar 15.9% YTM 2032 South Africa All share +15.811% 1 Year Less than 3% off its all time just above 33,000 from 2008 Ghana All Share +32.32% 1 Year #Ghana hikes fuel prices by 30 pct Ironic Kenya to arrest minister for abuse of office Nairobi ^NSE20 +37.841% 1 Year GreenWorld Advises on US $100 Million Property Project Kenya  Watch Show

	03-JAN-2011 ::  Rich Podcast 3rd January 2011
	Matters #Financial and #Geopolitical from a #Frontier http:///9tXPDr Deep Tsavo http://twitpic.com/3jwb1e ZBIGNIEW BRZEZINSKI visit by President Hu Jintao of China to Washington this month will be the most important top-level United States-Chinese encounter since Deng Xiaoping’s historic trip more than 30 years ago Stalin’s message titled “Dizzy With #Success ” which warned against “a spirit of vanity and conceit.” 21st century’s unprecedented global interdependence Rand 6.612 Yen 81.35 ^DXY +1.5% 2010 euro hit an all-time high against the dollar in April 2008 at 1.5981 fell to $1.1917 on June 7 the yen rose 6.5% in 2010 ^DJIA +11.02% 2010 Goldman Invests in Facebook at $50 Billion Valuation Dow Jones-UBS Commodity Index, which tracks 19 commodities, rose 16.8% in 2010, after climbing 19% in 2009. It remains 11% below its level at the end of 2007 #Gold +29.8% 2010 10th Up Year #Palladium +97.3% #Silver +83.8% silver market's relatively small market size—$19 billion, compared with $170 billion for gold MSCI FRONTIER MARKET Index +19.0344% 1 Year Investors in Ivory Coast’s Eurobonds will know on Jan. 3 whether the world’s biggest #cocoa producer has defaulted on an interest payment as a political crisis in the country deepens.Ivory Coast is due to make a coupon payment of between $25 million and $30 million today on its 2.5 percent dollar- denominated bonds grace period until Feb. 1 41.67 cents 15.33% Yield 2032 Maturity ZAR South African bonds return more than 26 percent in 2010 Uganda Stock Exchange +62.295% 1 Year Return #Kenya Stocks Advance for First Year in Four  Watch Show