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MoneyFitt Ka-ming

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CEO, Co-founder MoneyFitt. Editor-in-chief of The MoneyFitt Morning, a daily business and investing newsletter.

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发表了文章·2023/08/28 22:19

专栏动态二重奏：人民币和卢比

在今日一期中：
焦点：Dynamic Duo：人民币和卢比（人民币和印度卢比）
在市场上：中国盖章；Evertanked
MoneyFitt 解释：不是加密货币：CBDC
随着金砖国家新兴市场集团扩大六个国家，覆盖的人口将增加到35.8亿，占世界人口的比例将从42％增加到46％，而GDP将从32％增长到37％（经通货膨胀和生活成本调整后）。从这两个方面来看，最大的两个国家仍将是该国中国和印度。估计值各不相同...

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MoneyFitt Ka-ming

发表了文章·2023/08/27 23:05

专栏 Shifting BRICS and the Petrodollar

In Today's Issue:
Focus: Shifting BRICS and the Petrodollar
In the Markets: Prepared to raise; IPO in your InstaCART
MoneyFitt Explains: The BRICS
The BRICS🎓 emerging market bloc, consisting of Brazil, Russia, India, China and South Africa, has embarked on its largest expansion ever by inviting Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the UAE to join next year, with further phases to follow. Seen as a natural fit for population size (and oil production...

MoneyFitt Ka-ming

发表了文章·2023/08/25 02:06

专栏生活在泰勒（和芭比和梅西）的世界

今日要闻：
焦点：生活在泰勒（芭比和梅西）的世界
在市场上：英伟达无变化；不好转；涨不涨
Moneyfitt解释： Spanked SPAC
美元树公司加入了富乐客、梅西百货、雅诗兰黛、Target、Peloton、家得宝和无数其他（非奢侈品）零售商的行列，下调销售预期，理由是消费者需求疲弱和盗窃担忧。尽管由于通货膨胀吸引了注重价格的顾客（...

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MoneyFitt Ka-ming

发表了文章·2023/08/23 22:56

专栏英伟达海军

在今日一期中
焦点：英伟达海军
在市场上： Peloton 暴跌，Foot Locker 被踢了；比普渡大学还差
MoneyFitt 解释说：短裤和挤压裤
如今，谁心态正确的人会想变短 🎓 Nvidia？这是人工智能淘金热的铲子制造者，对吧？人工智能是城里唯一的游戏，而且是原来的三倍（到目前为止！）今年，占主导地位的人工智能训练GPU制造商英伟达几乎是整个股市上涨的催化剂。英伟达的收入翻了一番多...

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MoneyFitt Ka-ming

发表了文章·2023/08/21 21:38

专栏地铁三明治整个吞并

快乐的 MoneyFitt 发布日！
今天的问题：
重点: Subway 三明治被整个吞下
在市场上：英伟达能源；ARM的竞赛；中国中国中国
MoneyFitt解释：加盟我，特许经营者
私人拥有的麦当劳，作为其名称的快餐连锁店的特许经营方，接近被餐饮业重点私募股权（PE）公司罗克资本收购。罗克一直在与Sycamore Partners和TDR等其他美国私募股权公司竞争...

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MoneyFitt Ka-ming

发表了文章·2023/08/20 21:49

专栏武器与儿子

今日要闻：
重点: Arms and the Son
市场动态: Action Jackson, Poor Top-10%-ers; China’s Damp Squib Games; Wild Markets: ARS and BTC
MoneyFitt解释：国际货币基金组织
- - -
SoftBank据报道从其愿景基金部门收购了Arm Ltd尚未拥有的25%股权，交易价值估计这家芯片设计公司为640亿美元。这个价格与SoftBank的善变亿万富翁创始人孙正义2016年支付的32亿美元非常接近，这意味着...

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MoneyFitt Ka-ming

发表了文章·2023/08/17 23:18

专栏 Amazon on Drugs

In Today's Issue:
Focus: Amazon on Drugs
In The Market: Evergrande Evergone; Walmart and Target; German Supermarket Invasion (Aldi and Lidl)
MoneyFitt Explains: Fed Minutes in Minute Detail
Shares in CVS Health fell more than 8% on Thursday on a decision by Blue Shield of California, a huge insurer with 4.8mn customers, to drop CVS’s Caremark unit as its main pharmacy benefit manager (PBM) in favour of other companies, including Amazon and the Mark Cuban Cost Plus Drug Company. It...

MoneyFitt Ka-ming

发表了文章·2023/08/17 00:58

专栏 Tencent's Eggy Battle Royale

China's largest listed company and owner of the ubiquitous Weixin / WeChat super-app, internet conglomerate Tencent reported second-quarter net profits up by 41% year-on-year to Rmb26bn (IFRS basis), the fastest growth since late 2021, on revenue 11% higher to reach Rmb149bn. But the numbers fell short of HK/Shanghai's Finest, which had been expecting Rmb33.4bn and Rmb152bn respectively. Tencent's cost-cutting efforts and focus on "high-quality revenue streams with be...

MoneyFitt Ka-ming

发表了动态·2023/08/15 22:50

China: No more youth unemployment (data)

With the economy facing mounting challenges as weak data on retail sales, industrial output and investment growth roll in, Beijing responded by unexpectedly cutting key interest rates to bolster activity, rattling Asian and global markets. And bundled in at the same time, it decided to suspend the release of youth unemployment figures, having hit a record 21.3% in June, a victim of China's economic slowdown and rapidly fading post-zero-Covid rebound. The N...

MoneyFitt Ka-ming

发表了动态·2023/08/15 00:42

别为我哭泣

阿根廷周一将其官方比索（ARS）利率下调了18％，至每美元350美元，并将利率提高了21个百分点至118％，此前政治局外人哈维尔·米莱是一位激进的右翼自由主义者，直言不讳的唐纳德·特朗普粉丝，曾威胁要 “烧毁” 中央银行，削减支出和税收，用美元取代比索，出人意料地赢得了阿根廷的住宅初选。法律上平行的 “蓝筹互换” ex...

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