Moe-Knows.com

07/25/2023

What's happened to Moe-Knows? - https://mailchi.mp/f905b140e453/whats-happened-to-moe-knows
It's been a long time since our last mailer from Moe-Knows but that doesn't mean nothing's been going on. Get an update on where you can still find the best market insights for your interests.

It may seem like a distant memory, but a while back, you subscribed to my blog as I set about sharing my views on markets, economies and the world in general. Given my background, I often wrote to a very diverse audience which included a mix of individuals looking for market insights, to corporate c...

03/10/2022

The content at Magic Markets continues to grow amazingly!

In partnership with The Finance Ghost , we have put together a library of on global stocks with a premium weekly report and in addition to our regular free weekly show!

If you are someone who is interested in but have always been intimidated to scratch deeper, join us for an entertaining, readable and relatable look into some of the biggest names in .

At only R99 per month, we want to make institutional level insights accessible to all!

The pic below is just a snapshot of what's already in store for you!
Join us at:
https://magic-markets.com/subscribe/

01/12/2022

Welcome to 2022 – You must read this! - https://mailchi.mp/7b2be96401d0/welcome-to-2022-you-must-read-this
It's a new year and a new Moe-Knows! Read this edition to find out what to expect in 2022!

I often lament the arbitrary acknowledgement of another trip around the sun and the irrational exuberance that accompanies the ‘clean slate’ which permeates the psyche of so many. Just because the calendar ticks over does not mean that we stop dealing with the issues or trends or ‘the world’...

12/15/2021

2021 – What a whirlwind - https://mailchi.mp/c631c3f8385d/2021-what-a-whirlwind
It's a wrap of 2021. Its been a whirlwind but we've learnt alot along the way. And this will frame how we approach 2022! Check out the article and video this week!

12/08/2021

How we bring Macro-analysis into stocks - https://mailchi.mp/056163aefe06/how-we-bring-macro-analysis-into-stocks
This week, I respond to a reader who asked how I apply my macro lens to screening stocks for further detailed analysis. I share some insights and useful tools. Check it out:

12/01/2021

The (market) themes behind the dreams - https://mailchi.mp/0e0ab28ad740/the-market-themes-behind-the-dreams
Sometimes there are many macro themes which emerge when we look below the surface. This week, we unpack some of these and their interlinkages.
We touch on and more. Its a jam packed edition. Check it out.

11/24/2021

Stuffed Turkey (not Thanksgiving), Gas fees, China and Monsters… - https://mailchi.mp/dd9b61ae705d/stuffed-turkey-not-thanksgiving-gas-fees-china-and-monsters
This week, we try something different in the blog and mailer. We cover some of the biggest macro stories and their implications. Check it out!

11/17/2021

Buying stocks vs. Buying tickers - https://mailchi.mp/a35159a62faf/buying-stocks-vs-buying-tickers
There is a difference between investing and trading. Yesterday's winners aren't always tomorrows. How should we approach markets strategically and sustainably?

11/10/2021

The year rear view mirror at Moe-Knows - https://mailchi.mp/b8544caa320c/the-year-rear-view-mirror-at-moe-knows
It's been about a year since the launch of Moe-Knows. What's worked and what hasn't? Join me as we take a look.

11/03/2021

The Great Inversion & Magic Markets Premium - https://mailchi.mp/0e729668308a/the-great-inversion-magic-markets-premium
Don’t let your eyes glaze over when anyone talks about yields and the yield curve. Bonds are important to you as an investor in any asset class and more so, as a consumer and a business person. This week, I look beyond the jaw boning at the Fed to delve into what we are seeing in the market and whether this is a risk flag as a precursor to a larger economic or market fallout.

10/27/2021

Climate change - COP and robbers - link fixed - https://mailchi.mp/86516f4772a7/climate-change-cop-and-robbers-5678477

10/27/2021

Climate change - COP and robbers - https://mailchi.mp/5f6cf29995b1/climate-change-cop-and-robbers
What is and why is important to your pocket?
Is it just another talk shop? Check out this week's mailer and feature article.