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Satchu's Rich Wrap-Up
 
 
Monday 15th of February 2021
 
Morning
Africa




Register and its all Free.

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Macro Thoughts
World Of Finance
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A betting man Would note all the hype And make plans here To sleep well at night @coloradotravis
World Of Finance




A betting man

Would be long the dollar

A betting man

Would have his stocks collared




04-JAN-2021 :: What Will Happen In 2021
World Of Finance

Robert Frank Children with Sparklers in Provincetown Massachusetts, 1958 @deryainciderya



08-FEB-2021 :: The Markets Are Wilding
World Of Finance
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Title: Bar, Las Vegas, Nevada Artist: Robert Frank
Misc.
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Robert Frank @Bettyxx84
Misc.


“Life can be good, then you lie down, and stare up at the ceiling, and the sadness falls on you.Things move on, time passes, people go away, and sometimes they don't come back.” - Robert Frank
Misc.


"Lo importante es ver aquello que resulta invisible a los demás.” — Robert Frank @Alter_Ego777
Misc.


Robert Frank Cafe Spare Ribs @loukas81944652
Misc.


Nwie sand am meer H/T @nchenga lake Malawi #Flickr
Africa
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Echoes By Stanley Onjezani Kenani @thecontinent_
Africa



The sun has vanished again Our skies are overcast. 

Above us Fly carrion birds, their sounds Bounce off our mountains 

Caw, caw, caw, caw, Echoing.

The sea parted once, and we Started crossing it barefoot But now angry waters Are closing in again Above us, 

the sound of birds Caw, caw, caw, caw, Echoing.

Every day the air is filled with nothing But the heady scent of stargazer lilies 

The children ask: where is mother? 

Only the sound of birds answers them Caw, caw, caw, caw,

Echoing.

When will the clouds clear again? When shall we again hear

The happy chatter of house sparrows? We don’t know, no one does.

For now day and night

The same sound fills the air: Caw, caw, caw, caw, Echoing.

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Sunrise over Lake Malawi at the close of last year's festival. Photo by @JoseemeRollin @LakeofStars
Africa


Sunset skydive #SouthAfrica @WanderlustXL
Africa


This 4-billion-year history of earth is astounding Helen Gordon's new book Notes from Deep Time @Telegraph
Misc.
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2021 society: People sitting at home buying calls and people that drive to deliver boxes of things to them. @NorthmanTrader
Misc.


The Way We Live Now
World Of Finance


My dad, born in 1954, told me, when I commented about the weird rains we're having, that this is actually a return to how things were. There was always mid-Feb rain. @HermanWaita
Africa


Colores. @alberto75251953
Misc.


The Kaskazi monsoon whirls through the house and white horses roar on the reef. Soon after dusk the memories appear more vivid than in daylight and these parade through my fitful sleeps @spectator @TheHorseCure
Africa



When the children were small we lived with Mum for five years in Malindi and I loved seeing her every day

One evening I sat with her in this whirlpool of memories, frangipani scents flooding the room, jade geckos throwing long shadows across lamplit walls. 

It’s hard to imagine what the world will be like in 2046, or who will be here As a boy I remember hearing lion roaring in the bush behind the house. 

I used to go fishing with a man whose grandparents had been emancipated from an Arab slaving dhow. Today Malindi is a very big town

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Political Reflections
Law & Politics
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There are lots of military, armoured vehicles in main cities of Myanmar @Chitpan8
Law & Politics


As Camilla Holten Moller of @SSI_dk told me: "this is the calm before the storm" @kakape
Law & Politics


Data from #Covid19 worldwide on February 13: + 346,764 cases in 24 hours, i.e. 108,536,515 in total @CovidTracker_fr
Misc.


Data from #Covid19 worldwide on February 13: + 346,764 cases in 24 hours, i.e. 108,536,515 in total + 10,705 deaths in 24 hours, i.e. 2,394,479 in total



Global cases fall, but R is rising @video4me
Misc.


08-FEB-2021 :: We are at peak vaccine euphoria
Misc.




We are at peak vaccine euphoria

Global covid19 cases [are] falling at just under 2%/day @video4me

No one wants to think that

If you have a "normal" pandemic that is fading, but a "British variant" that is surging, the combined total can look like a flat, manageable situation. @spignal


They fancied themselves free, wrote Camus, ―and no one will ever be free so long as there are pestilences.

We've updated our preprint on the transmissibility of SARS-CoV-2 VOC 202012/01, aka B.1.1.7, with new statistical and modelling methods. 

Headline: we estimate VOC is 43–82% more transmissible than preexisting variants.

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Brazil, P1 variant @DrTomFrieden
Misc.


Pazuello said. "But it is more contagious. By our analysis, it is three time more contagious."
Misc.
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04-JAN-2021 :: The ''warp speed'' Vaccine Roll Out is chasing the coat Tails of the Virus.
Misc.


''Viruses exhibit non-linear and exponential characteristics''
Misc.


Colorized scanning electron micrograph of a cell (blue) heavily infected with SARS-CoV-2 virus particles (green), isolated from a patient sample. Image captured at the NIAID Integrated Research Facility (IRF) in Fort Detrick, Maryland
Misc.
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International Markets
World Of Finance
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Currency Markets at a Glance WSJ
World Currencies



Euro 1.2134

Dollar Index 90.34

Japan Yen 105.10

Swiss Franc 0.8913

Pound 1.3888

Aussie 0.7779

India Rupee 72.6115

South Korea Won 1102.12

Brazil Real 5.3701

Egypt Pound 15.601

South Africa Rand 14.469

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Dollar Index Chart INO 90.348
World Currencies
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Euro versus the Dollar Chart 1.2134
World Currencies
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Financial conditions in the Euro-area have never been more easier @radingandMore
World Currencies


#Nikkei Index closes above 30,000. Last time that happened was mid 1990, 30 years ago! @jsblokland
World Of Finance


Warren Buffett’s Favorite Valuation Metric Is Ringing an Alarm - Bloomberg @C_Barraud
World Of Finance


08-FEB-2021 :: The Markets Are Wilding So here we are pirouetting atop the most expensive market in history
World Of Finance
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было бы большой честью поговорить с вами @elonmusk
World Of Finance


@elonmusk I am become meme, Destroyer of shorts
World Of Finance


$BTC Chart @Matt__Bitcoin 47,300.00
World Currencies


Commodities
Commodities
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Commodity Markets at a Glance WSJ
Commodities
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Gold INO 1818.00
Commodities
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Brent almost at $64 a barrel. The latest gains are mostly due to an extreme cold snap in #Texas, which has caused wells to shutdown, disrupted road transport and led to power outages. @PaulWallace123
Commodities


Sub Saharan Africa
Africa
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South Africa has reached the end-of-wave threshold nationally; new cases are now under 15% of the peak value since the start of the wave. @saCOVID19mc
Africa


Prevalence of anti-SARS-CoV-2 antibodies among blood donors in Northern Cape, KwaZulu-Natal, Eastern Cape, and Free State provinces of South Africa in January 2021.
Africa


The estimated seroprevalence ranges from 31.8% in NC to 62.5% in the EC and is at least 8 fold higher than the official case count

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We all know by now ''viruses exhibit non-linear and exponential characteristics' [its evidently binary]
Africa


Update on the total number of #covid19 cases in #Africa by date @BeautifyData
Africa


Africa is currently reporting a million new infections about every 44 days and has reported more than 3,765,000 since the pandemic began @ReutersGraphics
Africa


6 countries are still at the peak of their infection curve. Seychelles Mayotte South Sudan [at peak] Senegal ivory Coast 95% Ghana 93% 



Countries w/ high COVID-19 avg case/day increase past 2wks @jmlukens
Africa


Somalia: 553%

Antigua and Barbuda: 517%

South Sudan: 452%

Congo (Brazzaville): 286%

Seychelles: 170%

Benin: 157%

Jamaica: 150%

Gabon: 138%

Mongolia: 132%

Iraq: 126%



Turning to Africa the Spinning Top
Africa
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COVID19 Treatment in Tanzania @Chahali
Africa


Drinking The Kool Aid
Africa


Five brigadier-generals have reportedly died in Tanzania in the past two weeks after developing Covid-like symptoms @thecontinent_
Africa



Doctors are forbidden to list Covid-19 as a cause of death, encouraged instead to write “acute pneumonia” on death certificates.


“Let the government avoid stammering about this while people are vanishing in my constituency. I’m tired of funerals and even today, they are burying a child of a ward councillor. Sometimes I go there without notifying you Mr Speaker,” said Issay, according to The Citizen newspaper.


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@MagufuliJP #COVID19 was equivalent to “Satan” and that it would naturally be defeated with prayer, since “Satan cannot reside in the body of Christ.” 27-JUL-2020 :: Drinking the Kool-Aid
Africa


The politicians who mismanaged the pandemic committed "social murder" and must be held accountable, writes @bmj_latest @KamranAbbasi @EricTopol
Africa


Merkel pronounced “You cannot fight the pandemic with lies and disinformation...the limits of Populism are being laid bare.”
Law & Politics







Merkel pronounced “You cannot fight the pandemic with lies and disinformation...the limits of Populism are being laid bare.”




The African @jairbolsonaro is of course @MagufuliJP





The seven patients fell ill with diarrhoea, vomiting and bleeding after attending a burial in Goueke sub-prefecture.
Africa



Those still alive have been isolated in treatment centres, the health ministry said.

But on Sunday, DRC reported a fourth new case of Ebola in North Kivu province where a resurgence of the virus was announced on Feb. 7.

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Four Ebola deaths in Guinea, the first since 2016: health ministry @AFP
Africa


The first known emergence of Ebola Zaire—the hottest subtype of Ebola virus— happened in September, 1976, when the virus erupted simultaneously in fifty-five villages near the Ebola River.
Africa



Ebola Zaire is a slate-wiper in humans. It killed eighty- eight per cent of the people it infected. Apart from rabies and the human immunodeficiency virus, H.I.V., which causes aids, this was the highest rate of mortality that has been recorded for a human virus. 

Ebola was spread mainly among family members, through contact with bodily fluids and blood. Many of the people in Africa who came down with Ebola had handled Ebola-infected cadavers. It seems that one of Ebola’s paths wends to the living from the dead.



Yesterday Zimbabwe’s government published details of $1.4bn of loans from Afreximbank to the country’s central bank (under sovereign guarantee) between 2017 and 2019. @jsphctrl
Africa



Not exactly the most concessional terms ever. And check the fees.



Zimbabwe: Explosive cartel report uncovers the anatomy of a captured state @dailymaverick
Africa


21-JAN-2019 :: The Mind Game that ZANU-PF played on its citizens has evaporated in a puff of smoke.
Africa


South Africa All Share Bloomberg
Africa
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Dollar versus Rand Chart @ishaa_waweru 14.477
Africa


Egypt Pound versus The Dollar Chart INO 15.6128
Africa
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Egypt EGX30 Bloomberg
Africa
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Traffic is flowing freely at the tollgate now. At the moment it's just the press & the police. @briticoyemo
Africa


“The revolutionary contingent attains its ideal form not in the place of production, but in the street''
Africa
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Nigeria All Share Bloomberg
Africa
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Ghana Stock Exchange Composite Index Bloomberg
Africa
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Equinor ASA of Norway is writing off its $982million on liquified natural gas project in Tanzania (TLNG) @moneyacademyKE
Africa



State-Owned Equinor ASA of Norway is writing off its $982million (Kshs100b) on liquified natural gas project in Tanzania (TLNG), as overall economics have not improved and Tanzania has delayed approval of building onshore gas processing plant and export facility. 



A material negative Signal
Africa
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Kenya
Africa
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Composition of Government Domestic Debt by Instrument the Period June 2019 _Feb 2021. Treasury Bonds as an instrument has grown by 20%. Treasury Bills has had a percentage plunge of 34%. @ouma_timothy
Kenyan Economy


Usable foreign exchange reserves stood at USD 7,638 million @ouma_timothy
Kenyan Economy


Horticultural exports in the 10 months to Oct 2020 v. a similar period in 2019: @MihrThakar
Kenyan Economy



Cut flowers +9.7% to Kshs. 91.8 billion

Fruits +48% to Kshs. 17.1 billion

Vegetables -11.4% to Kshs. 19.9 billion

During the period, the Shilling depreciated by slightly over 7%.

Source: KNBS



Kenya Shilling versus The Dollar Live ForexPros 109.45
World Currencies
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Nairobi All Share Bloomberg
N.S.E General
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Nairobi ^NSE20 Bloomberg
N.S.E General
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Every Listed Share Can Be Interrogated Here
N.S.E General
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by Aly Khan Satchu (rich.co.ke)
 
 
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