Alex Duys (@alexduys) 's Twitter Profile
Alex Duys

@alexduys

Investment professional, and passionate Newcastle United fan

ID: 291142024

calendar_today01-05-2011 14:37:37

4,4K Tweet

471 Followers

397 Following

Craig Martin (JÆGUR) (@sharetwits) 's Twitter Profile Photo

Q. The banking world often presents itself as meticulous and rational, yet your book highlights mismanagement and questionable decisions. What’s the most shocking discovery you made during your research? A. There is a lot. Viceroy Research alleged that Capitec had significantly

George Glynos (@george_glynos) 's Twitter Profile Photo

If ever there was a country that needed a DOGE it's SA. The height of disrespect to taxpayers is to increase the tax burden whilst doing very little to tackle wasteful expenditure, corruption, malfeasance, maladministration, and a bloated cabinet and civil service

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Overall, the US relies on trade SIGNIFICANTLY less than its allies do. For example, trade in goods and services reflect ~85% of Germany's GDP and ~65% of the UK's GDP. On the other hand, trade in goods and services impact less than 30% of US GDP. This gives Trump an "edge."

Overall, the US relies on trade SIGNIFICANTLY less than its allies do.

For example, trade in goods and services reflect ~85% of Germany's GDP and ~65% of the UK's GDP.

On the other hand, trade in goods and services impact less than 30% of US GDP.

This gives Trump an "edge."
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Trump Tariff War 1.0 vs 2.0: The first Trump Trade War proved to be an exceptional buying opportunity, as shown below per ZeroHedge. Markets are trading on nearly the SAME exact route right now. Are you buying the dip in Trump Trade War 2.0?

Trump Tariff War 1.0 vs 2.0:

The first Trump Trade War proved to be an exceptional buying opportunity, as shown below per ZeroHedge.

Markets are trading on nearly the SAME exact route right now.

Are you buying the dip in Trump Trade War 2.0?
Michael Jordaan (@michaeljordaan) 's Twitter Profile Photo

Prediction: Trump’s tariffs, if fully implemented, will increase US inflation by 1,5% while Elon Musk’s DOGE cuts (of $1 trillion) will reduce US inflation by 1,5%. Both actions will reduce government borrowing.

Karin Richards (@richards_karin) 's Twitter Profile Photo

South Africa is the hardest place in the world to do business, says the IMF. Measured against 49 other countries, SA came in stone last. IMF noted that if SA could just achieve an ease of doing business equal to the average, economic growth could double. dailyinvestor.com/south-africa/8…

South Africa is the hardest place in the world to do business, says the IMF. Measured against 49 other countries, SA came in stone last.

IMF noted that if SA could just achieve an ease of doing business equal to the average, economic growth could double.

dailyinvestor.com/south-africa/8…
Moneyweb News (@moneyweb) 's Twitter Profile Photo

[POLL] Simon Brown is chatting with Alex Duys about the first set of results from a listed Boxer. What did you make of the numbers? Livestream the #podcast: bit.ly/3fj3DO5

Simon Brown (@simonpb) 's Twitter Profile Photo

Lewis: After a strong update, it’s still cheap and Boxer results with Alex Duys Also results with CEOs of Calgro M3 and Redefine moneyweb.co.za/moneyweb-podca…

Spencer Hakimian (@spencerhakimian) 's Twitter Profile Photo

Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,

Toyota is up +8% on the news of a 15% tariff.

Why?

It's simple. 

Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

The stablecoin boom: Stablecoins now hold $149 billion in US Treasuries and making them the 18th-largest external holder. These holdings have risen by ~$58 billion, or +64%, since Q1 2023. Over the same time period, the market cap of stablecoins has doubled to a record ~$240

The stablecoin boom:

Stablecoins now hold $149 billion in US Treasuries and making them the 18th-largest external holder.

These holdings have risen by ~$58 billion, or +64%, since Q1 2023.

Over the same time period, the market cap of stablecoins has doubled to a record ~$240
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: US tariff revenue surged to a record $29.6 billion in July. This follows $26.6 billion in June, $22.2 billion in May, and just $8.2 billion in March when new tariffs began. Over the last 3 months, customs and certain excise taxes have reached $78 billion, more than

BREAKING: US tariff revenue surged to a record $29.6 billion in July.

This follows $26.6 billion in June, $22.2 billion in May, and just $8.2 billion in March when new tariffs began.

Over the last 3 months, customs and certain excise taxes have reached $78 billion, more than
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is absolutely insane: US tariff revenue surged +300% in July 2025, bringing in a record $29.6 billion in ONE month. At this pace, tariff revenue could exceed $350 billion PER YEAR through President Trump's term. What does it all mean? Let us explain. (a thread)

This is absolutely insane:

US tariff revenue surged +300% in July 2025, bringing in a record $29.6 billion in ONE month.

At this pace, tariff revenue could exceed $350 billion PER YEAR through President Trump's term.

What does it all mean? Let us explain.

(a thread)
Pauli Van Wyk (@paulivw) 's Twitter Profile Photo

My last journalism project, on its way to book shops now! “Malema: Money. Power. Patronage.” is the story of #JuliusMalema, his cash and his politics, co-written with Micah Reddy. Book launches in Joburg and CT soon!

My last journalism project, on its way to book shops now!

“Malema: Money. Power. Patronage.” is the story of #JuliusMalema, his cash and his politics, co-written with <a href="/RedMicah/">Micah Reddy</a>.

Book launches in Joburg and CT soon!
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021. What just happened? Let us explain. (a thread)

This is absolutely insane:

The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs.

Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021.

What just happened? Let us explain.

(a thread)
Ash Müller (@askashbroker) 's Twitter Profile Photo

The biggest retailer in the world - Walmart is opening up in South Africa🛒 They have a footprint in almost 20 countries and soon, in South Africa. The South African stores will be home to a range of household essentials, apparel, locally sourced products, technology, and fresh

The biggest retailer in the world - Walmart is opening up in South Africa🛒

They have a footprint in almost 20 countries and soon, in South Africa.

The South African stores will be home to a range of household essentials, apparel, locally sourced products, technology, and fresh