Some pairs we like ( some are fundamental , some mean reverting , some flow based) Pairs I like CLS / DCP MTM / SLM HAR / ARI CFR / RNI GLN / AGL BHG / TGA EXX / KIO FSR / NED INL / PSG SHP / PIK PPH / SPP AEL / BYI BLU / CCD TKG / VOD MTH / BVT BID / TBS DSY / OMU NPN / PRX ZZD / WBC

🇫🇷 Toulouse is near 700km from Paris and these clowns still turned it into a smash-and-grab zone Bros traveled farther than most Euros go on holiday just to wreck the place... The third world is playing Mad Max. Deportation speedrun when?

Top 20 Countries with the Lowest Quality of Life 1. 🇳🇬 Nigeria 2. 🇧🇩 Bangladesh 3. 🇻🇪 Venezuela 4. 🇱🇰 Sri Lanka 5. 🇪🇬 Egypt 6. 🇮🇷 Iran 7. 🇵🇪 Peru 8. 🇻🇳 Vietnam 9. 🇵🇭 Philippines 10. 🇱🇧 Lebanon 11. 🇰🇪 Kenya 12. 🇮🇩 Indonesia 13. 🇵🇰 Pakistan 14. 🇦🇱 Albania 15. 🇹🇭 Thailand 16. 🇰🇿 Kazakhstan 17. 🇨🇱 Chile 18. 🇨🇴 Colombia 19. 🇲🇦 Morocco 20. 🇦🇿 Azerbaijan – Quality of Life Index reflects overall well-being using key factors like Safety, Health Care, Cost of Living, Climate, and More. Source: Numbeo 2025

To every emergency responder, disaster management official, municipal worker and volunteer across the Western Cape - thank you. Through the worst of this storm, you showed up. You are still showing up. We see you, and we are grateful. 🙏

Joe Rogan: “I talked to Tim Dillon today… He told me that gas is $7.90 a gallon in LA right now.” Brendan Schaub: “And that's down from what it was. I was out there a month shooting a commercial and it was up to $8.40 something.” Joe Rogan: “Here's what I don't understand. Are we getting oil from Iran?... So are they just f*cking us in the a$$?” “Or is it global prices went up because some of the gas can’t get to where it needs to go, and so they need to make that money so they just f*ck you. Isn’t it funny? They’re like, we’re going to make money no matter what. The American people are going to lose money so we make the same amount of money. F*ck you, you need oil.” “[Oil executives are] a bunch of crooks. We should have a national oil company and only sell in America. Keep it in house so no matter what foul sh*t we do outside the in the world [prices don’t go up].” “Even though U.S. is the largest oil producer, companies can sell oil on the global market to whoever pays the highest price. High world prices still translate into high domestic gas prices.” “Hey, Mr. President, please fix that.”

I am getting around 5 spam calls a day from Standard Bank and Liberty Life. The same numbers, again and again. Do people really transact based on these calls? How do I make it stop?

$AFT Afrimat FY26 Trading Statement • EPS 76.9c–83.2c ( 22.1% to 32.1%) vs 63.0c • HEPS 91.8c–99.1c ( 27.0% to 37.1%) vs 72.3c • Strong aggregates performance; cement losses moderated • Local iron ore volumes higher; international sales satisfactory • Non-core brick, block & readymix assets sold • Divestiture process progressing; Section 11 approval outstanding • Nkomati anthracite supply commenced (no FY26 impact) • Results due ~20 May 2026 @sharenetsa

Wow, interesting comment on a US consumer facing business that (has) been a stellar performer but stumbled Tractor Supply Company Also interesting if you overlay the US agricultural retail business with @JSE_Group listed agricultural business $JSEKAL KAL Group The parallel is canny

Firstrand $JSEFSR hiked its UK motor commission provision by R11.9bn to R17.7bn last week. In previous years, executive bonuses were paid on "profits" that have now turned into massive liabilities. So, shareholders are effectively being asked to subsidise past executive pay:

🇿🇼 In 2000, Robert Mugabe, then president of Zimbabwe, won the 1st prize jackpot in a national lottery organized by a government owned bank.