The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis
About this episode
Simon discusses the implications of recent US earnings, the South African fuel crisis, and various investment topics including Bitcoin.
US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug pricing pressure. Simon also unpacks South Africa's looming fuel crisis and makes the economic case for working from home, a new 100% offshore ETF listing on the JSE from ETFSA, and an ASP Isotopes update for those holding a speculative position. FNB's FCA-mandated R11.9bn provision for undisclosed UK vehicle finance commissions gets a full breakdown, as does the nuanced reality of the Straits of Hormuz "blockade" — it has T's and C's. Plus a long-overdue Bitcoin check-in. WorldWideMarkets is part of JustOneLap.com.
People in this episode
Host: Simon Brown
Topics covered
- Middle East conflict
- South Africa fuel crisis
- economic case for working from home
- offshore ETF
- speculative investments
- vehicle finance commissions
- Bitcoin
Keywords
- Goldman Sachs
- Johnson & Johnson
- South Africa
- fuel crisis
- offshore ETF
- Bitcoin
- Middle East conflict
- FNB
- vehicle finance
Mentioned in this episode
Organizations: Goldman Sachs, Johnson & Johnson, ETFSA, FNB
Products: Bitcoin
Places: South Africa, Straits of Hormuz
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