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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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Now displaying: Page 1
May 4, 2022

Simon Shares

  • Combined Motor Holdings* (JSE code: CMH) results, Best ever.
  • Renergen* (JSE code: REN) cold commissioning of phase 1 going well.
  • New global healthcare ETF coming from Satrix. Currently in IPO and listing 26 May.
  • EU unveils a proposal to ban Russian oil imports within 6 months, all refined oil products by the end of the year.
    • OPEC+ Sees Production From Non-Opec Participants in OPEC+ at 18.2 mln Bpd in May, 600,000 Bpd Lower Than Last Forecast
  • Lyft (Nasdaq code: LYFT) shares fall 26% on disappointing forecast (earnings 75% below expectations) as they say they'll pay drivers more.
  • Intel says chip storage till 2024 at least.

Stagflation

"Stagflation is most commonly referred to as the simultaneous experience of three separate negative economic phenomena: rising inflation, rising unemployment, and the declining demand for goods and services."

The best defence is generally commodities.

* I hold ungeared positions.


 

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