One of the most widely reported sectors that will benefit from 5G is transport/logistics.
According to Informa, the logistics industry accounts for the second highest level of private 5G network deployments since 2016.
That's because 5G networks are completely remaking the industry in various ways.
Today I'm going to explain how 5G can revolutionise the transport industry…
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This is the MOST exciting technology I've ever come across.
I'm talking about Blockchain.
It's one that is truly going to rule the world when it comes to business, making transactions and with trading the financial markets.
If you missed Wednesday's brief explanation on what Blockchain is and how it works - it's actually ok!
Just don't miss this one.
Today I'm going to expand on... ››› more
There are hundreds, if not thousands of economic indicators investors like us can look at to gauge how the economy is doing. Employment figures, GDP Growth, CPI, the Trade Balance, these are just a couple of the well-known ones. There are more obscure ones, like the Buttered Popcorn index, the R-word index or the Coupon Redemption index.
But you don't need to know all of these. In fact, there'... ››› more
Q. “Timon you mentioned that the future of investments, apps and businesses all lie in the Blockchain technology. Now before I started reading about Blockchain from you and Sam Volkering I only ever heard of Crypto-currencies. Could you explain what a blockchain is and how it works when it comes to making a transaction?”
A. Sure, I’ll try my best…
A blockchain i... ››› more
Investors betting on 5G should temper their expectations. The rollout will be more evolution than revolution.
For years to come, 5G networks will coexist with the current 4G LTE networks. And the speeds could be limited as the complex networks are built.
But this new technology will eventually allow you to download a movie in seconds, virtual and augmented reality on the go, and remote sur... ››› more
In the upside-down world we find ourselves in today, many clients and investors are looking for low risk investment opportunities that will provide significant upside potential over a few years.
While several opportunities have crossed my desk, none have really caught my eye until now.
This is an opportunity that provides 100% downside protection, with exposure to global companies plus a t... ››› more
Can you imagine your world without a smartphone? Or a world without access to Uber, Spotify or Netflix…
Probably not, and yet this device is barely a decade old.
Smartphones have been adopted faster than any technology that's come before it.
In just six years one out of 2 Americans had adopted smartphones. Compared to radio's eight years, VCR's nine years or the internet's 11 years.
... ››› more
On 31 August 2020 Apple's share price will drop around 75% from what it was.
That means its share price will go from the current $437.50 to around $109 a share.
I don't need a crystal ball to predict this.
You see, Apple announced it is doing a 4-to-1 stock split.
And its not the only company doing this. Tesla announced a 5-to-1 stock split that'll happen on August 21.
So, what do... ››› more
Emerging markets and the JSE should continue to grind higher on the back of renewed optimism over stimulus packages from the US.
President Trump has less than 3 months to “ensure” a win. He is pumping further stimulus into the US economy. On Saturday he signed a few executive orders, one of them to defer payroll tax deductions, hinting that they will be scrapped anyway.
The recorded am... ››› more
What do inventions like electricity, railroads, and the internet have in common?
They are all general-purpose technologies (GPT).
General-purpose technologies can create economic booms.
They can increase productivity and create new wealth.
But it can take time for a GPT to explode.
For example, electrical power became available in the late 1800s - but it wasn't until the 1920s ... ››› more
I think we can all agree. 2020 is completely nuts!
In the last week, we saw a nuclear-sized explosion in Beirut, after 2750 tons of ammonium nitrate flattened the port city.
Trump is trying to force Chinese-backed TikTok to sell its US interests to Microsoft (with the US treasury getting a slice of the action) in what has to be the strangest M&A deal in history.
And we have both the te... ››› more
For more than a decade now, we've been hearing about the renewable energy trend.
South Africa has had three rounds of tendering and construction builds for both solar and wind energy plants- but due to political reasons the fourth round of builds was stopped five years ago…
Then two years ago the renewable energy programme was restarted, and by end 2019 around 8% of all of South Africa's... ››› more
MTN will deliver half year financial results to the market on Thursday 6 August. This is another company that has been overlooked by the market, MTN has already announced that the Headline earnings will increase by about 120%.
The company's earnings are coming off a low base, but these results should show that it has successfully operating during the lockdown. It should benefit from the work-f... ››› more
While many investors have been focusing on gold hitting new highs, the crypto market has boomed behind the scenes…
For instance, the entire crypto market has added $100billion in the last month….
Bitcoin recently shot past $11,000 for the first time this year…
And Ethereum has soared over 54% in the past 2 weeks taking its total gain for 2020, to over 181%.
So, what's going o... ››› more
Just when you thought 2020 couldn't get any stranger…
Out of left field, Kodak shares exploded onto the scene with a 2,760% weekly gain.
Let's put that in context. If you'd bought R10,000 worth of Kodak this Monday, your account balance would now be R276,000 at time of writing this article!
That's without any fancy gearing or exotic structures. This is simply by buying ordinary Kodak... ››› more
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