theinformalinvestor (@theinformalinvs) 's Twitter Profile
theinformalinvestor

@theinformalinvs

Emerging and Frontier Markets Multi-Asset Fund Manager

ID: 1633906694769000486

linkhttps://theinformalinvestor.substack.com calendar_today09-03-2023 19:04:59

61 Tweet

109 Followers

49 Following

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“The Ghana Trifecta-Rising Gold price, Increase in Gold production, increase in Gold Exports, Ghana is Gold!” Arnold A. Dublin-Green cnbcafrica.com/media/63696302…

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Drinks & Mics Ep. 10 is live! •MTN, Nestlé & Seplat earnings •Oil price drop •Trump’s crypto play Markets never sleep, and neither do we. Nairametrics Ugodre Tunji Andrews youtu.be/betbHA71o08?si…

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One of the most fascinating things about Nigeria is how we tackle problems using western templates. By our system, the guy in Aspamda or Kano market doing N1bn/month turnover is informal, just because CAC doesn’t have him registered Ep 11 Drinks & Mic youtu.be/H1aCAvjW_js?si…

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Inflation is on a downward trajectory in Nigeria. Note that prices don’t have to drop for this to happen, they just need not rise and with no significant shocks to food or distribution, it won’t. We’ve also chosen a mountain top as base year, so the roll down begins. I could see

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On Drinks & Mics with we discuss the hard truth about why Africa still needs aid. This isn’t about dependency—it’s about facing the reality that we haven’t built systems that take care of our own. Watch. Reflect. Engage. #Africa #Development #Leadership youtu.be/R89l4AcGhCs?si…

Nairametrics (@nairametrics) 's Twitter Profile Photo

"Nigeria is vulnerable… and what’s even scarier is that no one is talking about it" 😳🎤🍹 Watch this eye-opening conversation explaining why it is easy to topple Nigeria. Are we ignoring the warning signs? Link,👇 youtu.be/R89l4AcGhCs?si…

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Spoke on ARISE NEWS’s Global Business Report with Rotus — covered oil prices, Nigeria’s bond outlook, NNPC’s $21.5bn forward sale programme & the case for African assets. Markets are noisy. But the signals are there — if you’re listening.

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Central banks are doubling their gold purchases. It’s not just about inflation—it’s about trust, sovereignty, and a changing world order. We break it down on the latest episode of Drinks and Mics with Ugodre Tunji Andrews Watch the clip. Click the link youtu.be/n-i1KBnuA4U?si…

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For whatever growth aspirations Nigeria has, the oil and gas industry will play a critical role, even just from a revenue basis. I might be naive but the change of guard at the NNPC could spark the change we need but I’m not holding my breath Drinks and mics EP 15

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I’ll be on ARISE NEWS at 11am today discussing: “Monday Market Meltdown; Where to Take Cover.” Markets are jittery—tight liquidity, FX stress, and geopolitics. Where should investors hide? Let’s talk signals, positioning, and protection. #Investing #Nigeria #AriseNews

I’ll be on <a href="/ARISEtv/">ARISE NEWS</a> at 11am today discussing:
“Monday Market Meltdown; Where to Take Cover.”

Markets are jittery—tight liquidity, FX stress, and geopolitics.
Where should investors hide?
Let’s talk signals, positioning, and protection.
#Investing #Nigeria #AriseNews
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Gold above $3,000. US Treasuries rallying. Bunds and JGBs back in play. Classic recession trade setup... Shared thoughts on ARISE NEWS with Rotus margin calls, de-dollarisation, and central bank gold buying. youtu.be/Fnh7Qx1ZQlA

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Not every market crash is driven by fundamentals. Sometimes it’s systemic—margin calls, clearinghouse models misfiring, volatility spikes. The system feeds on itself. Check out the full episode with Ugodre Tunji Andrews youtu.be/4uAtuf4ntGg

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Before borders were drawn, Africa traded with itself. Hausa traders bought gold and kola nuts from the Gold Coast, salt from the Sahara. What went wrong? Drinks & Mics E16 Tunji Andrews Ugodre Nairametrics youtu.be/O7GluXsHFFM?si… #AfCFTA #DrinksAndMics #AfricanTrade