Aly-Khan Satchu @alykhansatchu
Geopolitics, Geoeconomics, Markets & occasional musings alykhansatchu.substack.com Joined February 2009-
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@cnngaruiya @alykhansatchu Another way to look at it. Does it look any compelling to the case?
Where is Zoltan?
Usable foreing exchange reserves marginally gained USD 6 million. It's value stood at 7,232 million representing 3.8 months of import cover as of April 25 which is 0.2 months below the CBK's statutory requirement. @MihrThakar @alykhansatchu @DollyOgutu
Chewing on Zoltan's Dec2022 dispatch like a glass of French wine.. "Banks active in the paper gold market would face a liquidity shortfall, as all banks active in commodities tend to be long OTC derivative receivables hedged with futures (an asymmetric liquidity position). "
Vietnam coffee prices are going parabolic ☕📈 ☀️ Heat waves threaten robusta production, exacerbating a global supply crunch 💦 Lakes used to irrigate crops are critically low ⚠️ Farmers/middlemen are hoarding beans as prices are expected to keep surging bloomberg.com/news/articles/…
MQ-1C Gray Eagle Drone video is from an alternative angle to the MH370 Satellite video. I took the Black/Blue color changed version and slowed it down so everyone can see the realistic detail in the clouds and movement of the orbs. This is proof of hidden advanced technology.
MQ-1C Gray Eagle Drone video is from an alternative angle to the MH370 Satellite video. I took the Black/Blue color changed version and slowed it down so everyone can see the realistic detail in the clouds and movement of the orbs. This is proof of hidden advanced technology. https://t.co/PCsNjYIUZb
The Moon, Venus and Jupiter ✨ 📷 Vikas Chander
@BusinessIntelKE @coldtusker @MwangoCapital @alykhansatchu Balanced budgets or budget surpluses help... Japan was actually a low tax jurisdiction. These were the policies that helped. Japan was also historically competent in manufacturing. Their steel industry from the days of swords was well established Devaluations don't help at all!
@BusinessIntelKE @coldtusker @MwangoCapital @alykhansatchu Devaluation doesn't actually do that. Not in that magnitude. Run a model and see... Japan imports energy, iron ore and coal for steel. Devaluation would make it impossible to do business as they wouldn't be able to afford inputs to their business.
Hi Chief, While the rest of the #GOP are playing checkers, the grand chess master here is Xi: The Making of an Emperor
BREAKING: ISRAELI MINISTER HAIM BITON IN A CAR ACCIDENT MAKING IT THE SECOND IN 2 DAYS AFTER BEN GVIR’S ACCIDENT
@silence2168 @alykhansatchu @skisevu @Kathleen_Tyson_ Russia is a lot smarter. The US seized a Russian superyacht, then spends $1 million a month to maintain it--that's American taxpayer's money laundered by the Govt and its contractors. Russia retaliated by seizing Google assets, it doesn't pay Maintenance! youtube.com/watch?v=mhZvbF…
Some good takes on Gold @nixsa84 -Gold signing a regime shift -Health correction at play, allowing more people in who have missed the move like ETF -Gold rally different because of physical and central bank buying...it has a lot more legs based on foundations Worth the 4mins 👇
Chinese, Russian and Iranian Leaders are Unrealistic | Paul Craig Roberts bit.ly/3UkTBRi
Buy low and sell high. Natural gas is currently re-testing the lows of its prior 7 major bottoms. If you ask me, time to step in.
This.
Opposing the war in Iraq: "pro-Saddam" Opposing War on Terror spying: "pro-Terrorist" Opposing regime change in Syria: "pro-Assad" Opposing funding of war in Ukraine: "pro-Putin" Opposing US-funded Israeli war in Gaza: "pro-Hamas" Same tawdry neocon tactics over and over.💣
Wonder why they are saying this now?
Kiss of death. Remember Atlas Mara? General rule, when an ex IB boss starts up late in a sector, drawn in by revenue FOMO and fashion, it'll fail. Crypto funds were a good example.
None of the Chinese authorities saw off US Secretary of State Antony Blinken at Beijing airport. Only American Ambassador Burns kept his boss company
Mwango Capital @MwangoCapital
118K Followers 986 Following |❤️Financial Research & Analysis on East Africa Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| |💬WhatsApp: https://t.co/aiPsJmwtqB…|
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@MayMayln @alykhansatchu @skisevu @Kathleen_Tyson_ Yes! Russia can play that game too. The West is wasted.
@Sprinterfactory @alykhansatchu hopefully it's the last time they host a US official
@cleuveschahasi @alykhansatchu If we assume that they are still capable of logical thinking, the commodity bull run was obvious since 2020 when they instituted lockdowns. Also repairing diplomatic relations with Russia is a tall order after all the backstabbing and Sabre-rattling.
@cnngaruiya @alykhansatchu They realise with significant commodity prices surge. It’s logical hard to fight and tame Russia.
@reb40 This doesn't smell right. Look who the bidder is ,,,,@KetanVora4 @alykhansatchu remember 'Autonomy software
@alykhansatchu I my humble opinion a 100 hike looks not sustainable in the long term. The country still has some significant aging population who are reluctant to spend. Encouraging them to spend might prove counterproductive
@joan_rollins @LisaGoo07645616 @YYonnette @SueRH51 @alykhansatchu @ghost1144 💛 Precious memories, how adorable is that photo. Definitely one to keep and treasure. Time does go by so quickly…
@BBCAfrica @alykhansatchu Doesn't make sense from an engineering perspective.
@kamaumwando @RufasKe @kagondu_yvonne @alykhansatchu @DavidNdii @FGaitho237 Sadly, cold shivering people can't do much of a riot. They'll fill the mortuaries. 😢
@alykhansatchu @rebel_afrika Finally takes a stand and immediately gets it wrong.
@MihrThakar @alykhansatchu It’s a @FourSeasons inspired flower arrangement done by yours truly…
StanChart has the highest dividend yield at 17.6%. @NSE_PLC I&M follows closely with a dividend yield of 14.7%. The other companies on the list have dividend yields above 10%, well above inflation.
@alykhansatchu I wonder how fast could the Russian missiles hit Zurich? lol
@joan_rollins @LisaGoo07645616 @louisa1000 @YYonnette @SueRH51 @alykhansatchu Beautiful picture, 😍 have a great week!
That makes sense - Will W/App , When within our space , we could Grab Coffee , Papa Roti are doing just fine on a Normal work Day .
@Mbengei_ Dollar is very strong across the board. I think KES is having to adjust to that after considerable outperformance
@the_rostrich @CharlesRixey @alykhansatchu @TyCardon @BretWeinstein Yes, I remember it was reported at the time that Jared Kushner told Trump to “let the markets sort out covid” which is entirely stupid and insane esp when taking into account the history of the corporations involved in the ‘sorting out.’
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