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Aug 3, 2022
- Massmart (JSE code: MSM) update, retail margins are being squeezed, the exception is clothing retail.
- Thungela Resources (JSE code: TGA) very strong trading update.
- JSE (JSE code: JSE) results, strong.
- Nancy Pelosi lands in Taiwan and markets don't really care and China will complain - but this is not leading to war.
- Uber (NYSE code: UBER) finally hits cash flow positive.
- OPEC+ 100,000 b/d output hike, expectations (hopes?) were for 4-5x that and the second smallest increase since 1986.
- Earn 11% with Retail Savings Bonds
What's the only thing we control in markets
- The price we pay
- Everything else is beyond our control
- So use your one power carefully