19th December 2018
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Rich Podcasts
 
  08-APR-2011 ::  Rich Podcast 8th April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Indeed the #night #sky is the part of our
environment that's been common to all cultures throughout human
history All have gazed up at the "vault of #heaven " and interpreted
it in their own way Just Six Numbers The Deep Forces That Shape the
#Universe http://j.mp/iez09v Laurent Gbagbo #CIV2010 #Africa last
vestiges of his power in a bunker beneath the presidential palace He
is not a #king ," Mr Alain added. "He is not an #emperor He is a
president elected by his people." And In a Bunker #Europe 's Rate Rise
Signals End of Cheap- #Money Era #Euro 1.4406 #Yen ¥85.23 Aussie
1.0526 Record #Brazil Real 1.5836 ZAR 6.6285 #Nymex #Crude 111.60
highest settlement since Sept. 22 2008
#Gold 1471.70 New All Time Highs #Sugar and #Cocoa have corrected
just over 20% from their 2011 Highs The French in conjunction with
UNOCI have created a New Precedent #CIV2010 #Africa The 'Protection of
Civilians' has been interpreted in a way in Cote D'Ivoire which is
clearly a Departure from previous International Norms Gbagbo 's Iron
Lady Simone Ehivet Gbagbo The Devil Sarkozy and The Bandit Alassane
Ouattara "God is on our side. God is with us," she told a delirious
crowd last year. "God has already given us victory." Simone Ehivet
Gbagbo Africa Kofi Annan "Next time perhaps we should invite Madame
Gbagbo" #CIV2010 -> It seems Kofi was right Laurent does not wear the
Trousers In the covered fish market inside the old souk in central
#Tripoli
yesterday, Osama Ahmed Omar, a fishmonger as well as a fisherman,
brandished a giant #prawn. "You see there is not problem," he said
proudly. "Before, these used to be 15 dinars a kilo, now they are 10."
official exchange rate of 1.2 dinars to the dollar Spread 1.9-2.10
The #Gaddafi #Propaganda Machine is a subject worthy of Study all on
its own. Its Pitch is a little too hysterical Aly-Khan Satchu "I
wrote down what he must say" Houni recalled on Thursday. "I said he
should say sorry for the victims Saif #Gaddafi Saif appeared on
television #Gaddafi http://j.mp/9tXPDr "We will fight until the last
man, until the last woman, until the last bullet." Uganda Shilling has
rallied 3.948% since trading an All Time Low last Month THE OCAMPO 6:
ICC HEARINGS LIVE FROM THE HAGUE #Kenya They were not playing to
Gallery anymore and You could see Political Capital being shredded in
front of Your Eyes "It's about time for the judicial process to begin.
The country
deserves closure," Kenyan Justice Minister Mutula Kilonzo "Promises
are not enough," ICC prosecutor Luis Moreno-Ocampo EABL raises beer
prices



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  07-APR-2011 ::  Rich Podcast 7th April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Mindspeak 2011 RICH #TV http://j.mp/1mPS6v
Dinner with Aliko #Dangote http://twitpic.com/4hp5fn #Serendipity An
Era of Intervention? The Atlantic the interventions send an important
message to the despots and would-be despots of the world that stealing
an election or slaughtering one's own people just became
a great deal riskier #US rebuffs #Gaddafi plea to #Obama #Gaddafi
addressed #Obama as "our son" and "excellency" "unjust war against a
small people of a developing country." This is the way the world ends
This is the way the world ends This is the way the world ends Not with
a bang but a whimper #Gaddafi US and Saudi Arabia discuss Iran
'meddling' This Sectarian Argument obscures the Main Point #Portugal
Seeks Bailout From #EU 75 billion euros #Portugal same level as
#Ireland #Russia #Mexico #Thailand “It has been widely anticipated
by everyone except, it would seem, the Portuguese government.” Euro
+7.00% against The Dollar This Year #Euro 1.4271 Yen ¥85.02 #Aussie
1.0475 Record For years the #yen has become known as a " #Teflon
currency" ^DJIA 12426.75 its highest close since June 5, 2008 #Gold
1458.20 #Nymex #Crude Oil 108.78 ->120.00 Objective #Cocoa -20.556%
since a Multi Year High of 3775 on 4th March #CIV2010 CIV 2.5% $ 2032
highest since Dec. 2 "We are not at the negotiating stage. And my
departure from where? To go where?" #Gbagbo from the Bunker "I'm not a
#kamikaze I love #life My voice is not the voice of a #martyr, no, no,
no, I'm not looking for death. It's not my aim to die," Gbagbo Ivory
Coast Defaulted 2032 Eurobonds Advance to 18-Week High 54.563 cents
#Egypt Pound 5.9642 -> 6 Year Low The number of tourists visiting
#Egypt in February slumped to 211,000 from 1.1 million in the same
month last year Kenya Is an ‘Attractive’ Frontier Market on Value
RenCap
#Kenya sub-Saharan Africa worst- performing stock market in the first
quarter Kenya market trades 23% below its four-year average
price-earnings multiple and at discounts of 26 percent and 29 percent
to its frontier-market peers on a 2011 and 2012 earnings basis.” Ormat
Techologies Inc. plans to increase output at its Olkaria III
geothermal-power 84 megawatts from 48 megawatts Watch THE OCAMPO 6
ICC on a #Live #Feed



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  06-APR-2011 ::  Rich Podcast 6th April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr "Everybody's dropped him," Juppe told France Info
radio #CIV2010 I'm not #Kamikazi I #love Life My Voice is not the
Voice of a Martyr #Radioactivity Found in #Fish 526 becquerel per
kilogram #Japan “Clearly, they haven’t got the site under control”
Richard Wakeford professor of epidemiology #Tokyo Electric plunged
the daily limit of 80 yen or 18 percent to close at 362 yen on the
#Tokyo Stock Exchange yesterday, the lowest since its listing in
August 1951 #Japan There are about 60,000 tons of contaminated #water
in basements and trenches outside reactors No. 1, 2 and 3 #Japan Ai
Weiwei ' #Life is never guaranteed to be #safe ' #China This is a
perfect Example of the Neurosis at the Heart of the Chinese Regime.
For Goodness sake, They should just let him be China #IMF Reverses
Position on #Capital Controls WSJ - #Euro 1.4292 #ECB How Macho will
#Trichet be ? #Yen ¥85.00 Aussie 1.0381 Swiss Franc 0.9169 Euro Yen
FOMC Minutes were read as doveish ^DJIA 12393.90 -6.13 -0.05% ^N225
Nikkei Average 9584.37 -31.18 -0.32% #Gold -> 1456.90 <- New Record
Highs #Silver 31 Year Record #Silver prices have improved by more than
27% this year while #gold prices are up by 2.3% #Nymex #Crude Oil
108.40 - Objective 120.00+ #Bouazizi Curve #COCOA May 2011 2975 ->
2650 is the 52 week Low Post #Ggagbo Consisting of little more than
#egg whites and sugar infused with air this #miracle #food
http://bit.ly/9tXPDr Meringue Gbagbo is in a bunker inside the
presidential residence with his family #CIV2010 Ivory Coast #Eurobond
The #Star Jan 2011 #CIV2010 #Africa http://bit.ly/ijsTiO quoted at 55
cents on dollar 0730 GMT he bond has risen 13 points since the end of
March #Abidjan Check Point - Check Out the Real Surreal Fellow
http://bit.ly/erKOOG ZAR 6.7087 Key #Resistance 6.59 #Egypt ^EGX30
-23.4108% 2011 #Africa +10.505% since 24th March South #Africa All
Share +1.594% #Nigeria All Share -0.014129% 2011 -11.0155% since 25th
Jan 2011 #Sudan Air strike kills two in Port Sudan BBC #Gaza #Israel
Axis? #Ocampo Six fly out amid strong support for #Hague #ICC #Hague
#ICC #Kenya Most Comments were directed at a Domestic Audience but the
Signal to Noise outside the Domestic Bubble was a Screech Withdrawal
would give Kenya a ' #Pariah ' Credit Status and tip the Shilling
towards 100.00 #Kenya Assets have plenty of Room to rally on reduced
Political Risk if the ICC goes off not with a Bang but with a Whimper
#Nairobi ^NSE20 -9.79241% 2011 +3.3074935% Rally since 29th March
#Kenya Pipeline Is Served With Winding-Up Notice by KenolKobil
KenolKobil share price data and FY Results here http://bit.ly/2DMFVE
PE 8.208 Net Sales 101.760803b #Kenya #Flower -Tax Losses $500 million
a year -> #Transfer Pricing Malarkey #Kenya shipped flowers at $3.70
per kilogram (2.2 pounds) in 2009, while import prices were $8.08 Top
#Kenya #tea prices rise for the third week $3.50 per KG #Diageo
muscles #EABL out of #Ethiopia #Beer Ethiopian brewer Meta Abo EABL
share Price data and 1st Half results here http://bit.ly/57wrgL



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  05-APR-2011 ::  Rich Podcast 5th April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Mindspeak 2011 RICH #TV http://j.mp/1mPS6v
United Nations and French military have fired missiles at military
positions of Cote d'Ivoire's incumbent president Laurent Gbagbo
#CIV2010 "The disturbing thing is the checkpoints and barricades being
manned by young men who are unemployed, some of them intoxicated,
armed with machetes, [who] decide who goes in and out of Abidjan," she
said. The Other Rebels #Spider -Man logos names like “ #Delta Force”
painted on sides
At night they sat in outdoor restaurants with pet pythons wrapped
around their shoulders and downed glasses of local moonshine #CIV2010
Forces Nouvelles Gbagbo a former history professor
Letter from #Yemen After the Uprising Letter from #Yemen Ali Abdullah
Saleh, President past 33 years Then the loudspeakers blared, “Ladies
and gentlemen, the President of all the Yemeni people, the Preserver
of Unity, Savior of the Nation, peace be upon him, His Excellency Ali
Abdullah Saleh!” “There is a control room in Tel Aviv for
destabilizing the Arab world,” Saleh said. “It is managed by the White
House.” He has no fixed positions. His character is entirely
situational He’s in his sixties, but if he travels abroad he always
carries #Viagra in his pocket' #Yemen #Euro 1.4166 #Yen ¥84.38 #Aussie
1.0299 ^DJIA 12400.03 highest close since June 5, 2008 #Nikkei ^N225
+11.528% since 15th March Closing Low #Tokyo Electric Power Co. is
pumping millions of gallons of #radioactive water into the sea #Japan
http://bit.ly/9tXPDr all Time Low Close #Crude 107.79 Last $108.47
settlement highest since 22 Sep 2008 #Corn May delivery matched June
2008 all-time high $7.65 a bushel #Gold 1433.3 #Cocoa -20.00% since
3775 4th March and 30+ Year Hi something that used to cost one dollar
now costs ten #Abidjan #Nigeria #Naira 155.41 ref Elections #Egypt
Pound 5.9523 6 Yr Low #Tunis #Tunisia People on a train
http://bit.ly/g3wQ1K #Africa Equity Bank slots a Sh5bn City Hall loan
TransCentury to Sell $50m of Bonds After Stock Listing #Kenya #Kenya
Shilling 83.997 - 84.00 is the Key Price Pivot #Africa



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  04-APR-2011 ::  Rich Podcast 4th April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Marshall #McLuhan Global #Village YouTube
http://j.mp/gugNIX 'You have to be crazy to understand #Gaddafi –
because he's so crazy...' "I don't particularly like Sarkozy, that
French midget, but he saved the day'' Ai Weiwei missing since being
prevented from boarding a flight Sunday The #China Government is
overeacting badly and it speaks to a Degree of Neurosis that is
interesting to note http://j.mp/9tXPDr Ai Weiwei #Kibera like most
African slums is a true arrival #city #Euro 1.4206 #Yen ¥84.04 [$ 6
Month high] touched ¥84.73 Friday the dollar rose 3.4% against the
yen last week Euro Yen Chart 119.720 -0.070 (-0.06%)
http://j.mp/eCbz2d Headed considerably higher ^DJIA + 156.13 1.28% to
12376.72 last week #Crude #Oil has gained 28% since Feb 15 #Nymex
108.71 Last #Nigeria 1.92 million barrels a day in March #Saudi
#Arabia the largest producer in the Organization of #Petroleum
Exporting Countries pumped 9m barrels a day My Objective is $120.00 on
a Continued Acceleration in the #Bouazizi Revolutionary Curve #Nymex
#Crude Worth Watching @Koinangejeff #Nigeria MEND A Man Called Jomo
#Mindspeak RICH #TV I Min 6 Seconds http://j.mp/9xBVqD Niger Delta
#Gold 1428.90 #Cocoa -20.238% since 4th March - Cote D'Ivoire Fight
for #Abidjan Enters Fifth Day as #Food Supplies Run Short #France
takes control of Airport “They drive around in cars without license
plates or in taxis I can’t tell if they are pro-Gbagbo or pro-
Ouattara. It’s unsettling” Abidjan #bread 250 CFA francs (54 cents)
from 150 Ivory Coast Eurobonds which rallied 30% in 12 days as
Ouattara’s forces advanced trade lower today #Egypt ^EGX30 -22.388%
2011 +11.979% since 24th March #Tunis SE Index -14.045% 2011 +7.64%
since 25th Feb UGX= #Uganda Shilling 2371.40 +2.371% from Record 2429
March Low Nairobi ^NSE20 -11.46% 2011 +1.395% since 29th March
Shilling at 83.75 Last



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  01-APR-2011 ::  Rich Podcast 1st April 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Turning and turning in the widening gyre The
falcon cannot hear the falconer but now I know That twenty centuries
of stony sleep Ben Ali Speech to the Nation http://bit.ly/eqgg5U
#Mubarak speaks to the Nation Google Image Search http://bit.ly/gODtxI
#Gaddafi Speech to the Nation http://bit.ly/feAlvd #Bashar Speech to
the Nation http://bit.ly/ec9SAD They all fluffed it. #Euro 1.4148 #Yen
¥83.68 #Aussie 1.0350 Post 1983 Float Record Swiss 0.9224 #Dollar
declined 5.7% against the #Euro in Q1 Narayana Kocherlakota
Minneapolis Fed rate hikes by a half point or more later this year are
“certainly possible http://bit.ly/9tXPDr #Nikkei ^N225 +12.8181%
since 8,605 15th March Closing Low #Japan #Crude 31 month High 107.05
My Obj 120.00 My Objective remains $120.00+ and thats because the
Script being authored by the House of #Saud and issued to #Bashar,
Saleh and Khalifa
is set to fail and that Failure will mark a further Acceleration in
the #Bouazizi Revolutionary Curve and imperil the House of Saud
itself. #Silver notched 31-yr high 1st Q 2011 +22% Silver 10 Year
Chart KITCO http://bit.ly/cja4r6 #Cocoa May 2011 2952 -21.801% since
4th March 2011 High China’s Shanghai Composite Index +4.3% gain in the
first quarter Ivory Coast’s Eurobonds Rise 49.75-50.75 Last #Africa
Ggagbo Exit THE Star Monday, January 10 2011 Ivory Coast’s Eurobond a
good investment http://bit.ly/ijsTiO The news that the 1,000 strong
French force had intervened Cote D'Ivoire "He will stay in power to
lead the resistance to this attack against Ivory Coast organised by
#France US and the United Nations." #Ggagbo #Egypt ^EGX30 -23.5088%
2011 +10.3636% since 24 March #Africa AMCON says soaks up all #Nigeria
bad bank loans #Reuters #Africa "We have actually bought all the
NPLs," Chike-Obi said. #Nigeria All Share -0.601% 2011 -11.425% since
25th January 2011 South #Africa All Share Index +0.32% 2011 ZAR
6.7317 - 6.59 Key #Nairobi ^NSE20 -12.296% 2011 #Safaricom M-Pesa
goes global with Western Union VOD.L #Mobile “ #Cash payout through
M-Pesa is projected to go up from 23 per cent to 40 per cent'' Western
Union I believe the Stats undercount the Inward Remittances Number by
a wide Margin and the Real Number is $1.8b -$2b #Safaricom share
price data 1st Half Results PE 10.00 http://bit.ly/9tXPDr
@bobcollymore @ #Mindspeak RICH #TV http://bit.ly/fcdqwk #Africa



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  30-MAR-2011 ::  Rich Podcast 30th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The #Syria Time Bomb #Libya was not a "vital
national interest" Robert Gates Bashar plucked from Opthalmic
Obscurity when Basil died #Syria I even saw a Tweet from Deraa asking
just how brave were Maher's Forces and Why did he not turn them
towards the Golan? The Crowd will no longer be herded like Sheep They
want to be shareholders in the Enterprise #Syria The c21st World The
Lilliputians [The Citizens and 'rats' and 'Vermin' in Muammar's
Linguistic Lexicon] have captured their Gulliver [The State] #China
warns #UN not to interfere dissidents rounded up #Jasmine Yang Hengjun
made a brief phone call to his sister to give a pre-arranged signal
Chinese authorities are engaging in a doomed-to-failed effort to
silence their critics" "All they are demonstrating are their lack of
solutions their insecurity, and their lack of control." #Euro 1.4082
Yen ¥83.06 - 3 week low - Aussie 1.0307 28 year High DJIA 12279.01
+81.13 +0.67% ^N225 Nikkei Average 9708.79 +249.71 +2.64% #Crude
104.31 #Gold 1420.4 Ivory Coast: Laurent Gbagbo calls for ceasefire
BBC Pro-Gbagbo troops have lost every battle against them since last
November's election, the BBC's John James reports #Tullow Sells
#Uganda Stakes to #CNOOC #Total for $2.9 B
#Tullow will retain a one-third interest in the blocks after the sale
#Uganda #Oil #Africa Lake Albert Basin 2.5b Barrels estimated [And
most think this is a Gross Underestimate] x $104.5 = $261.25b Value.
Uganda GDP is < than $10b #Nigeria #Naira 155.85 last Heineken moves
on Ethiopia Beer #Nairobi ^NSE20 -12.6805% 2011 Closing Low -16.25%
since Jan 7th Triple Whammy [Fuel @$104.00+ [Inflationary] Drought
Fears [The Jury is still out] and heightened Political Interference]
#Nairobi ^NSE20 Pan #Africa Insurance Company reported an EPS of 12.28
FY 2010 +324.91% http://bit.ly/9tXPDr #Kenya PE 7.451 +23.648% since
11th March Limuru #Tea reports FY 2010 EPS +177.3% The Farmers will
drive the #Ferraris The #Star http://bit.ly/b7fbfU #Tea Eveready East
Africa Ltd reports 6 month results here -51.694% over 1 Year



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  29-MAR-2011 ::  Rich Podcast 29th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr The #Star Meritocracy http://bit.ly/fMvTGz So Far
Bashar has had Bullets and 'Babes' [Note How he uses Buthaina
Shabaan and Reem Haddad] speak on his Behalf Reem Haddad, from #Syria
#Information Ministry AlJazeera government Video http://j.mp/e7RE7b
#Obama Says #Libya Massacre Would Have ‘Stained’ World Conscience The
Evidence Trail must be incontrovertible and appalling Despots relied
on the limitlessness of their terror The despots gaze into their
gilded mirrors and to
their horror see not themselves but the people who will be silenced no
longer Bashar He’d better stop thinking Hama — where his father
murdered at least 10,000 — and start thinking Hammersmith Inside
#Gaddafi ’s Libya #Vanity Fair The Craziest Guy in the Room #Euro
1.4110 #Yen ¥81.91 #Aussie 1.0237 -> 1.0314 Record Monday Swiss
0.9188 Trichet talked tough #COCOA -0.37% #COFFEE -0.64% #COTTON
+1.06% #SUGAR 27.06 +0.01+0.04% #Egypt ^EGX30 +2.009% today
+8.202% since 24 March #Africa S. #Africa Spent 50 Billion Rand in
Past Year to Stabilize Rand ZAR only 3.78% away from 6.60 52 week high
in January "He is under house arrest, with his family, in #Egypt "
#Mubarak Rift Valley Railways to Raise $240 Million #Tanzania Tenders
for Consultants on Bourse Demutualization #Africa #Nairobi ^NSE20 Pre
Open -12.206% IN 2011 -15.797% since 7th Jan. +0.46% since posting a
2011 Low 24th March. Shareholders topple CMC Holdings chairman Mr
Jeremiah Kiereini I am all for more Aggressive Shareholder Action
where Management is underperforming and I believe Paul is setting an
Important Precedent CMC Holdings share price data -14.072% 1 Year
http://j.mp/7HfNqm #Kenya #Africa PE 14.214 52 week low was 3rd March
9.25 now 10.10 #Kenya shilling KES= 83.85 - 84 is Key Price Pivot



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  28-MAR-2011 ::  Rich Podcast 28th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Hon. Louise MUSHIKIWABO Minister of Foreign
Affairs and Cooperation of the Republic of #Rwanda @PaulKavuma @
#Mindspeak Private Equity #Africa @PaulKavuma we are past the Proof of
Concept stage Articulate the longevity of your Order Book #Mindspeak
And the organisation The country that equips itself through merit is
set to win in the 21st century. The winning margin is just so enormous
because those who do not organise themselves in this fashion are going
to cannibalize themselves in an orgy of inefficiency and worse Macro
Thoughts The End of QE2 is Nigh #Clinton #Doha “In too many places, in
too many ways, the region’s foundations are sinking into the sand,”
said Secretary Hillary Clinton. “Those who cling to the status quo may
be able to hold back the full impact of their countries’ problems for
a little while, but not forever, If leaders don’t offer a positive
vision and give young people meaningful ways to contribute, others
will fill the vacuum.” A remarkable aspect of the Arab uprisings is
that ruler after ruler is making the same mistakes a
collective political suicide pact whereby they alternate mindless
violence and inadequate concessions In the 1950s and 1960s coup-makers
would make taking over the state #radio station a priority I really
thought Bashar would produce a more subtle Game Plan than just
presenting Buthaina Shabaan and Reem Haddad #Gaddafi Unplugged #Vanity
Fair In 1964 there had been a direct, nonstop flight between New
York and #Tripoli Gaddafi, announced he would meet Kofi in a tent in
the desert in the middle of the night. Gaddafi’s entourage drove Kofi
to the meeting in a roundabout way, on a pitch-black road, for a
couple of hours. The quiet of the night was disrupted periodically
with noises from animals Kofi could not see. Brega, Libya: The hand of
an alleged pro-Gaddafi fighter hangs from a truck as rebels collect
bodies from the road #Merkel gets squeezed by the Greens #Euro 1.4073
#Yen 81.73 #Aussie 1.0292 Swiss 0.9185 Charles Plosser U.S. central
bank should hike interest rates from current range near zero to 2.5%
within a year #Crude 105.05 #Gold 1419.20 COCOA May 2011 3242 +26
+0.81% COFFEE May 2011 268.60 +3.70+1.37% SUGAR May 2011
27.86 +0.50+1.79% #Saudi SASEIDXIND TADAWUL ALL SHARE INDEX +22.46%
since 2nd March Ouattara said Brito's "personal relationship and his
political
connection (with Gbagbo is) known to everyone in Ivory Coast" AU
Intermediary rejected #Africa Union inability to find a suitable
candidate was causing body to "lose credibility" #Egypt ^EGX30 +7.546%
today now -18.4928% 2011 #Africa South Africa All Share -1.6283% 2011
Closed at 33094 2011 High 14th Feb Nigeria All Share +0.375% 2011
-10.555% since 25th Jan Nairobi ^NSE20 -12.409% 2011 -15.9922% since
Jan 6 TransCentury of Kenya FY doubles Revenue +26% to 6.79 billion
Lake #Turkana #Wind Power 365 wind turbines



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  25-MAR-2011 ::  Rich Podcast 25th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr #Syria will "study" ending emergency rule - in
place since 1963 #Syria media adviser Buthaina Shaaban -> Bashar
Leading from behind Bush gave #Obama this big ball of #fire and it is
burning Bashar Assad The #oil absorbs all the mistakes it’s like if
you decided you wanted to open a 7-Eleven
and you had a billion dollars to back it.” #Libya #Gaddafi “If you
listen to his words, you will agree that he hates the Libyan people.”
We call the world close to the Leader the #Circle of #Fire #Gaddafi
“Get close and it warms you up; get too close and you go down in
flames'' Gaddafi likes the chaos that creates Marie Antoinettes Rania
Leila Trabelsi ttp://j.mp/e88U1p Asma al-Assad #Syria
http://j.mp/9tXPDr #Paris Match calls her “the element of light in a
country full of #shadow zones.” “It’s a tough neighborhood,” admits
Asma al- #Assad ¥81.26 #Euro 1.416 #Aussie 1.022 Swiss 0.9125
non-Japanese investors bought a net $11b worth of Japanese shares in
the week of March 13-19 #Nikkei ^N225 +10.819% since 15th March Close
#Japan #Crude 105.74 #Gold 1434.4. touched New All Time HIGH
1,447.82 #Silver at 31 Year Highs touched $38.165 an ounce #Silver at
31 Year Highs touched $38.165 an ounce #Sugar -17.0945% since 2nd Feb
#Egypt ^EGX30 -30.691% 2011 African Union invites #Libya govt
opposition to talks #Africa Ping replied: "The African Union has never
backed anybody and we want a solution." African Union names Gaddafi as
head 2nd Feb 2009 Aljazeera http://j.mp/hc2u6M #Uganda Blocks #Libya
Assets to Enforce UN Sanctions $375 million Uganda Telcom #Laico Lake
Victoria Hotel Tropical Bank Tamoil OilLibya Co KENOLKOBIL reports FY
PBT +65.8% Nairobi ^NSE20 -12.612% 2011 Low at the Open 3,873.45
Shilling 84.90



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  24-MAR-2011 ::  Rich Podcast 24th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr High Commissioner of Pakistan I met the Mr. Habib
of Habib Bank #Syria city of #Deraa 15 activists dead Bashar does not
have the same Options his Father Hafez did Hafez Assad levelled Hama
in 1982 Which comes to My Point that the Tolerance Bar for State
Violence on its Citizens is considerably less than it
ever was Why #Gaddafi Has To Go #Propaganda is of course a key tool of
control #Gaddafi #Libya convince people that something false is true
Being ruled over by someone who maintains that he isn’t ruling over
you is a very #surreal experience Libyans did not merely have to put
up with #Gaddafi ’s lies. They were compelled to participate in them
Saif #Gaddafi sending frantic text messages to an American fund
manager I know asking for help with a variety of harebrained schemes
for moving his liquid assets out of #Libya and the U.S.#Bouazizi has
proven to be an Extraordinary c21st Tipping Agent The #Live Feed and
the #Mobile Phone have transformed our c21st World into a Global
#Village #Socrates #Portugal spread between Portuguese and German
10-year bond 484 on Nov. 11. It was at 442 basis points #Euro 1.4122
#Yen 80.95 #Swiss 0.9101 $ Higher over the last 24 Hours VIX fell 5.2%
to 19.17 yesterday versus a record 80.86 in November 2008 “There is
probably more financial instability in the world than we’ve ever seen
simply because it’s so interconnected,” Haworth DJIA*12086.02 +67.39
+0.56% Nikkei Average 9435.01 -14.46 -0.15% #Crude Oil 2 and 1/2 Year
High 106.39 last #Gold 1441.50 #Egypt Pound 5.9547 last 6 Year Low
^EGX -32.313% 2011 #Nigeria All Share +2.0629% 2011 Tunis SE Index
-12.7738% 2011 +9.8817% since 25th Feb #Gaddafi presidential
bolt-hole Bab al-Aziziya - Splendid Gate adopted baby daughter Hanna
House of Resistance #Uganda Shilling 0.913% off its All Time Low of
2429.95 #Kenya #Shilling 84.953 1.9% away from Record Low Nairobi
^NSE20 -12.432% 2011 TPS #Serena FY PBT +33% Results Cautious
Commentary Tullow to begin Kenya seismic tests drilling in 2011 Kenya
30-yr bond yield rises to 13.520 pct #Safaricom 2.0 He has moved with
Speed and Purpose A PORTRAIT OF AL-SHABAAB RECRUITMENT IN #KENYA
#WIKILEAKS



 Watch Show
 
   

  23-MAR-2011 ::  Rich Podcast 23rd March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Tribes With Flags THOMAS L. FRIEDMAN each tribe
lives by the motto “rule or die” — either my tribe or sect is in power
or we’re dead Conclusions Societies which were organised Vertically By
#Tribe have met the c21st being reengineered to be organised
horizontally. This is in fact a Game Changer and a Mega Trend
#Gaddafi We jeer at their missiles These are passing missiles "In the
short term, we will beat them. In the long term, we will beat them."
I do not fear storms that sweep the horizon nor do I fear the planes
that throw black destruction #Gaddafi I am resistant, my house is here
in my tent... I am the rightful owner, and the creator of tomorrow. I,
I am here! I am here! I am here!" Keeping Up with the Gaddafis FP
http://j.mp/fR5Kcj A fireman awaits new arrivals at a decontamination
center Japan #Japan Forecasts Earthquake Damage May Swell to $309b =
Katrina x4 Bouazizi “His cry
resonated so widely that #Tunisia and the rest of the Arab world will
never be the same.” #Bouazizi “I am proud of my son, my son who
contributed to the liberation of Tunisia,” Manoubieh Bouazizi “I am
sure where my son is, he is happy.” Bouazizi c21st Tipping Agent #Euro
1.4192 #Yen 80.84 #Swiss Franc Record 0.8998 #Aussie 1.10109 ^DJIA
12018.63 -17.90 -0.15% #Nikkei ^N225 9449.47 -158.85 -1.65% #Crude
105.22 #Gold 1431.50 #Sugar -17.97% since 2nd February #Nigeria hikes
interest rates 100bps to 7.5 pct #Egypt reopens 38 Days Closure
falls 10% -10.00% then -7.00% closed #Egypt Pound 5.9503 Last at 6
Year Intra Day Lows #Africa Kenya hikes CBT to 6% British American
swings to 2010 profit 2.87 billion shillings from a 334 million
shilling loss Access Kenya reports FY Results here PBT -5.359m #Sameer
no dividend EPS 0.21 versus 0.57 - should be delisted Kenya Tea
average $3.36 per kg from $3.20 a week earlier #Kenya #Tea Output
Declined to 26.7 Million Kilograms in February Sales to Egypt dropped
to 5.7m kg compared with 9m kg in February last year Kenya Shilling
84.969 Last



 Watch Show
 
   

  22-MAR-2011 ::  Rich Podcast 22nd March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Macro Thoughts #Crude Oil is headed through
$120.00 #Tunisia #Jasmine #Revolution and how #mobile phones helped it
happen CS Monitor Aly-Khan Satchu January 15 http://bit.ly/fiX9BD
Tipped Big "We are not afraid, we are not afraid, we are afraid only
of God" #Jasmine #Revolution will amplify through the #Maghreb and
towards the holy cities of #Saudi Arabia cross the #Sahara and head
south John Donne wrote:
"...Therefore, send not to know
For whom the bell tolls,
It tolls for thee..."
Conclusions
I wrote that on Jan 15th.

Imminent Demise of Saleh opens a 2nd #Saudi Front #Yemen #Bahrain
#Bahrain king speaks of 'foiled foreign plot' #SledgeHammer Strategy
wont work. Demonstrators chanted "Just God, #Syria and Freedom,"
"Revolution #revolution " it even reached #Dakar #Senegal over the
WeekEnd In central Dakar 4,000 to 5,000 people gathered, burned a
portrait of President Abdoulaye WadeNiall Ferguson Civilizations, he
argues, are complex and asymmetrically organized systems Operating
between order and disorder, they can look stable then suddenly
collapse, like a sand castle6 “killer apps” All Clear Sounded as
Markets Shrug Off Multiple Black Swans AT and T biggest takeover to be
announced in the wireless industry worldwide since 2004 balance the
global growth with these exogenous economic shocks #Euro 1.4243 4
Month High #Swiss 0.9018 #¥81.04 Cable 1.6392 Dollar/yen on Thursday
hit a fresh postwar low of ¥76.26 #Nikkei ^N225 5 +4.36% today
+11.656% from 8605 15th March low #Saudi Arabia TADAWUL ALL SHARE
+0.377% 2011 +19.89% 2nd Mar cost of protecting Egypt bonds against
default for five years fell 4.6basis points to 371.7 yesterday 442.3
on Jan. 31 #Egypt ^EGX30 to open tomorrow The opening will fall on
the 38th business day since its closure #China lends #Zimbabwe $700
mln, seeks protection "We hope Zimbabwe will protect the legitimate
right of Chinese businesses in the country," he said. Rwandan Economy
Grew 7.5% in 2010 Kibaki plan to block ICC meant to protect legacy
Reuters #Kenya ''He is not known to stick his neck out for anyone,
except Kibaki," said John Githongo The Nuclear Option which is Walking
out of the ICC would crater theBourse and The Shilling #Kenya
http://bit.ly/9tXPDr #Africa No. 14 GDP per capita in USD: $783 Food
as a percentage of total household consumption: 45.8% Nairobi ^NSE20
-11.507% 2011 Kenya Airways to raise $250 mln in 2011 Implied Forward
PE is 5.74



 Watch Show
 
   

  21-MAR-2011 ::  Rich Podcast 21st March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr This Saturday 26th March We are hosting Paul
Kavuma CEO Catalyst Principal Partners #Mindspeak WestGate Mall
Nairobi #Mindspeak 2011 Ambassador Michael Ranneberger and Gina Din
Kariuku RICH TV http://bit.ly/1mPS6v I think its a New Normal across
North Africa and into the Middle East and that we are in a High
Velocity Tipping Point The C21ST #Crowd #Libya state TV showed a
#monument outside Bab al-Azizia compound #Tripoli "We will fight for
every square in our land We will die as martyrs'' "You''re always
going to be destroyed" #Gaddafi #Libya The #Cult of #Gaddafi How the
Leader Built His Following #Time http://ti.me/gOrwkh #Gaddafi must be
Ten Miles Underground somewhere in the #Desert From Dictatorship to
#Democracy Gene Sharp -Eminence Grise 2.0 His central message is that
the power of dictatorships comes from the willing obedience of the
people they govern - and that if the people can develop techniques of
withholding their consent, a regime will crumble #Bahrain expelled
#Iran 's charge d'affaires on Sunday #Bahrain http://bit.ly/9tXPDr I
believe they are following a Policy best designed to facilitate their
own Demise #Yen 81.15 #Euro 1.4152 Last Peripherals stronger #Aussie
1.0042 #Nikkei ^N225 +2.72% today Key to #Crude Oil remains #Saudi
Arabia 103.50 +1.61% I am looking for a Move through $120.00 on a
Further North Africa Maghreb and Saudi related Spike #Gold 1427.30
[1445.00 is the Intra Day Record high] #COCOA May 2011 3127 -5.87%
#Coffee +2.57% #Cotton +0.88% #Sugar +3.32% #Dubai on Empty Vanity
Fair VF.COM It’s a fable a fairy tale South Africa All Share
-4.48658% 2011 has retreated 7.303% since 14th Feb 2011 High #Egypt
^EGX30 Shut since 27th Jan and -21.00% in 2011 Closure has created a
#Contagion Effect in other #Africa Bourses #Tunis SE Index -13.849%
2011 Has rallied 8.526% since 25th Feb 2011 #Nigeria All Share
-1.58255% 2011 -12.21% since 25th Jan #Uganda Shilling rallies 1.52%
off an All Time Low to 2393.20 #Dominion wins #Kenya blocks Kenya’s
accelerating virgin oil scene #Dominion has taken 60% of offshore
block L9 in the #Lamu basin “It’s probably the last best acreage that
was available in deep offshore east Africa – that’s why we leapt on
it” #Nairobi NSE20 -10.13% 2011 -13.806% since 7th Jan #Kenya
Shilling 85.007 Last 84.00 key Price Pivot #Africa #Standard Bank
CFC StanBic reports FY 2010 PBT + 274% here EPS 5.86 versus (0.22)
Staff costs +51% PE of 13.481 Final Dividend 0.804 per share
#Wikileaks #Kenya NATIONAL #YOUTH



 Watch Show
 
   

  18-MAR-2011 ::  Rich Podcast 18th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Rolling stones miss you #Nowplaying #YouTube
http://bit.ly/f524hv Mick Jagger looks like The Colonel Muammar
#Gaddafi 's Doppleganger CHO is the Chief #Happiness Officer Thats
what Mick Jagger calls me UN authorises no-fly zone over #Libya #NFZ
#NFZ just a few hours after Muammar "no mercy" #Gaddafi
"The matter has been decided ... we are coming," "You all go out and
cleanse the city of Benghazi. We will track them down, and search for
them, alley by alley, road by road ... Massive waves of people will be
crawling out to rescue the people of #Benghazi who are calling out for
help, asking us to rescue them. We should come to their rescue." "If
the world is crazy, we will be #crazy too" #Gaddafi #Euro 1.4098 #Yen
81.50 Swiss Franc 0.9026 #Yen 81.50 Before Earthquake 82.80 hit record
76.25 Thursday #G7 #Yen agreed to "concerted intervention in
exchange markets." excess volatility and disorderly movements Nikkei
^N225 #Japan +11.88% over 8,227 52 Week Low 14th March #Crude May
103.11 Last +13% 2011 #Gold 1415.8 #Cocoa +2.76% #Coffee +2.49%
#Cotton +2.54% #Sugar +3.18% #Iran Unveils Flying #Saucer Fars News
Agency http://j.mp/gcSwYx The unmanned flying saucer, named "Zohal"
#Senegal braces for " #Tahrir Square" protest day
#Nigeria #Naira 157.3 -1.9% last 48 Hours Nigeria Allows ’Climate of
#Impunity ’ Before Vote #Amnesty #Africa more than 50 political
killings since July King Mswati III has a Rolls Royce 13 palaces 14
wives #Swaziland “mass protests” today in #Mbabane #Swaziland king was
awarded a 24 percent rise in his budget allocation #Africa 43% Jobless
Rate one in four adults has the HIV
virus Mswati has a personal fortune of $200 million #Forbes
#Swaziland The trigger for a proper crisis is when they run out of
cash totally #Kenya central bank #audit lifts shilling vs dollar
84.906 Last Kenya shilling touched a record low of 86.70/80 earlier
this week #Kenya could collect $466m more in tax- #IMF by widening its
tax collection base in areas like real estate. Kakuzi reports FY
Results FY EPS 15.87 PE:4.53 Tea operations was ahead of 2009 levels
National Bank of Kenya reports FY Results PBT +25% Equity Bank CEO
Says He Reduced His Stake to Comply With Law 5% from 7.2%



 Watch Show
 
   

  17-MAR-2011 ::  Rich Podcast 17th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr TEDxChange Fighting Poverty in Kibera Bill and
Melinda Gates Fooundation http://j.mp/fPe5rs #Kibera a place that over
the years had become quite mythical in my mind Ours is the most
cryptic of Centuries it's true Nature a #Dark #Secret Rushdie ''It
is not the time to say things are out of control " Y Amano #Japan
IAEA level of radiation at the plant surged to 1,000 millisieverts
#Japan "It will all be over in 48 hours," he said #Gaddafi #Libya
¥79.01 touched ¥76.32 New Record The previous all-time high was
¥79.75 set in 1995 #Japan ATMs at a major bank suffered a two and a
half hour outage nationwide #Euro 1.4018 #Swiss 0.9037 #Japan #Nikkei
^N225 -1.44% 8,962.67 #Crude 99.19 #Gold 1398.6 #Uranium Tumbles
trading on the spot market totaling about $2.5 billion last year three
million pounds of uranium have changed hands in the spot market for
the metal so far this week
#Uranium reached a three-year high of $73 a pound In February $49.25
on Wednesday 400 reactors are still operating consuming 180m pounds
#uranium #Nuclear power accounts for 14% of global #electricity
output #Sugar 21.926% Correction from 33.11 Record High 2nd February
This Year #Uganda UGX= 2429.95 Record Low #Egypt ^EGX30 REMAINS
SHUTTERED SINCE Jan 27 -21.00% 2011 #Africa Rand ZAR 7.0477 #Kenya
Shilling 85.60 Kenyan #consumer #confidence slides in Feb consumer
confidence index dropped to 118 points from 136 in September
inflation Fuel Politics Shilling The Voice in the #Wikileaks #Kenya
Despatches is Ambassador Ranneberger #Mindspeak RICH TV
http://www.rich.co.ke/rctools/richtv.php politics in #Kenya is not
about policies but personalities Uhuru COMMENT: Show-boating is one of
Raila's best skills (With respect to establishment of a Special
Tribunal Muthaura argued that moving too quickly could &even cause
civil war #Wikileaks #Kenya Odinga is a poor manager who does not
follow up #Wikileaks Orengo #Wikileaks COMMENT: Show-boating is one of
Raila's best skills PanAfric share price data and FY Results 2010 here
EPS +324.91% http://j.mp/9braNE Athi River #Mining reports FY 2010 EPS
8.00 versus 6.52 +22.699% http://j.mp/4slEGv #Cement #Fertiliser
#Africa http://www.rich.co.ke Cumulative Average Growth Rate of 31%
over last 5 Years in EPS ARM Standard Group FY Results Analysis here
http://j.mp/ #Africa Great Migration of Wildebeest Shows "Swarm
#Intelligence "



 Watch Show
 
   

  16-MAR-2011 ::  Rich Podcast 16th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr #Africa as an Investment Hot Spot Part 1 CNBC
http://j.mp/gkqinw Admassu Tadesse - Head of Africa Business at DBSA
Norbert Dorr - Managing Partner at McKinsey Sub Sahara Aly-Khan Satchu
- CEO of Rich Management. #Africa as an Investment Hot Spot Part 2
CNBC http://j.mp/ee8Gmv Bahrain in state of emergency Bahrain is the
#Saudi Jugular Vein all necessary measures to protect the safety of
the country and its citizens #Bahrain #Apocalypse Now Ride Of The
Valkyries #Bahrain http://j.mp/hAxJC1 "Strike Libya?" he asked. "We'll
be the one who strikes you! We struck you in Algeria, in Vietnam. You
want to strike us? Come and give it a try." The Arab League is
finished. There is no such thing as the Arab League "The Gulf
Co-operation Council is finished. It's actually the 'Gulf
Unco-operative Council' ... The Arab people [however] remain." He is
on the Front Foot and as far as I can see continues his Winning Streak
unless the Pitch gets tilted via a No Fly Zone. He has shown an
extreme Facility at just flying below the International Tolerance Bar
#Yen 80.76 versus 79.75 All Time High #Japan #Aussie 0.9914 -3.00%
yesterday Post the #Kobe Earthquake The #Yen rallied 21% ^N225 +5.68%
#Japan -16% previous 2 Sessions #Crude 98.45 plunged $4.01 a barrel
overnight #Gold 1399.7 - $32.10 yesterday #Sugar 26.52 Last -.8.09%
yesterday #Bahrain #Stock Exchange Halts Trading on State of
#Emergency #Bahrain Credit default swaps surged 44 bps to 359.37
yesterday 2 nd Biggest Gainer this Year after #Pakistan UGX= #Uganda
Shilling at 2425 All Time Low #Uganda gives #Tullow #green light for
#oil project ZAR 7.0026 -5.7% IN 2011 Yesterday biggest 1 Day Decline
since May “When I arrived, T-bills were 80%-plus and the currency was
absolutely plummeting,” says Mr. Field-Marsham http://j.mp/9tXPDr
#Kenya #Africa 2005 to 2008 #consumer spending increased at a
compounded annual rate of 16% #Kenya Shilling 85.897 -> 86.15 All Time
Low 2011 has become in many regards a laboratory experiment for
revolution #Safaricom now goes for integrity tests HSBC Gets License
to Open Office in #Kenya CMC chief executive quits Precedent Setting
Moment in Kenya ?



 Watch Show
 
   

  14-MAR-2011 ::  Rich Podcast 14th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr A massive earthquake a devastating #tsunami
#Japan #Flowers for #Bahrain http://bit.ly/fJsL8j The Crown Prince of
#Bahrain is expected to formally invite security forces from #Saudi
Arabia into his country today Hockney Sees Images as Crucial to #Arab
#Rebellion #Facebook and #Twitter are believed to have played a role
in spreading #information Hockney, as a visual artist suggests another
important element is involved namely, pictures For hundreds of years
“the Church was the main
supplier of images'' ''Churches had effective social control” There
you saw #heaven #hell and martyrdom “The Power of Images” (1989),
“People are sexually aroused by pictures and sculptures, they mutilate
them, kiss them, cry before them and go on journeys to them; they are
calmed by them, stirred by them and incited to revolt.” That was true
in the past, and it’s still true What we are now seeing is that old
mass #media are crumbling “The power is shifting again, in a way that
will have unpredictable consequences. It is spreading to the masses
themselves. We don’t know where that will go.” defining image a young
woman or a young man with a smartphone BOJ Pours Record $146 Billion
Into Financial System #Japan to unleash “massive” liquidity
8.9-magnitude temblor yen touched 80.62 the strongest since Nov. 9 20
trillion yen in damage Kobe earthquake” of 1995 The #Yen surged about
21% in the three months after #Kobe NIKKEI 225 OSA ^N225 -6.18% #Japan
#Swiss #Franc 0.9289 #Yen 81.89 Last Yen All Time High 79.75 yen
reached in April 1995 #Crude 98.95 #Gold 1424.80 the earthquake had
affected 12 nuclear plants with about 11,270 megawatts of capacity
#Saudi #Tadawul All Share Index +1.6% Sunday +3.1% rally Saturday
-4.939% 2011 +18.2228% since 2nd March #Niger Presidential Elections
‘Transparent’ African Union South #Sudan suspends #Khartoum talks
#Aljazeera #Africa #Egypt Bourse ^EGX30 -21.00% 2011 likely resume on
March 16 Egypt-bourse chief Khaled Seyam has resigned Al-Arabiya
#TUNIS SE Index -14.2801% 2011 +7.934% since 25th Feb 2011 Low
#Nigeria All Share +3.29% 2011 -7.96% since 25th Jan #Uganda #Shilling
traded a 2412 Fresh Life Time Low Friday Reject #Kenya plea #Orange
asks UN #Africa #ICC campaign for postponement masterminded by the
suspects ICC Kenya Domestic Signalling is Pure International Noise
#Nairobi ^NSE20 -11.3791% 2011 -14.996% since Jan 7 KCB #Mortgage
Portal #Safaricom 2.0 Safaricom 10 PE KCB 8.062 PE Kenya's CIH
insurance to list on April 21



 Watch Show
 
   

  08-MAR-2011 ::  Rich Podcast 8th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The world has been transfixed by Libya and the
preposterous yet lethal spectacle of Muammar el-Qaddafi wearing a
turban and a flowing robe, brandishing an umbrella, and declaring his
country to be in the grip of American and Al Qaeda terrorists high on
hallucinogens, as he sends war planes to bomb his rebel countrymen The
idea that Arab governments should respond to their citizens instead of
ruling them is almost unprecedented #Euro 1.3942 #Swiss 0.9333 #Yen
82.44 Greece Debt Cut B1 “The risk has materially increased of a
#default event ,” said Sarah Carlson #Greek Bonds 10 Year 12.32% YTM
902 basis points Over #German Bunds the highest since Jan. 11
Credit-default swaps on Greece climbed 27 basis points to 1,013
according to CMA. That’s up from 779 basis points Feb. 2 and
approaching the record 1,036 basis points set Jan. 10 #Crude 104.33
Last edged back from 29 Month highs #Gold 1429 set a fresh intraday
high hitting $1,445 per troy ounce yesterday #Coffee Futures Near
14-Year High Ziya tomato-and-butter ice cream razor-thin plume lotus
stem Uganda Tullow Oil resolve tax dispute #Uganda Shilling UGX
2379.75 versus 2392 Life Time Low #Tunis SE rallies 4.194% #Precision
Air to list #Angola police jail 20 anti-government protesters #Africa
#Kenya 2010 #tourism earnings up earned 73.68b shillings $887m
markets that did well are #India and #Italy Balala safari circuit, it
is doing very well. People have
invested in boutique lodges and boutique hotels "Let's tone down
politics ... If we play it in a more civil way we can be able to
balance between our economy, our image and the game
itself of politics," he said. "It's absolutely critical to the
politicians to style up and provide leadership," Etemesi #Kenya #Ruto
an accidental kitchen fire during preparations for lunch #Wikileaks
#Kenya The Author of most of these #Wikileaks was Amb Michael
Ranneberger RICH #TV #Mindspeak #Kenya http://bit.ly/1mPS6v



 Watch Show
 
   

  07-MAR-2011 ::  Rich Podcast 7th March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The #Star #Crude Oil USS Abraham Lincoln #Saudi
Arabia http://bit.ly/glLbxf Search Twitter Using #MindSpeak It was a
wonderful Presentation by @Gina_Din #Mindspeak There is Nothing like
a Dream to create the Future #Saudi Demonstrations Marches Prohibited
by Law Protests “contradict” Islam spread “chaos” and lead to
bloodshed #Saudi Arabia ruled by six kings since it was established in
1932 nationwide “Day of Rage” on March 11 and March 20 Sheikh Tawfiq
al-Amir Al-Amir, a Shiite Muslim cleric, was arrested on Feb. 27 after
he called for a constitutional monarchy and equal rights I think
#Saudi Arabia and The House of #Saud are imperilled Mar11 A
plainclothes security officer in front of doorway during the opening
session NPC in the Great Hall of the People #Euro 1.4026 last #Cable
1.6326 Swiss 0.9256 #Oil markets The price of #fear Economist #Saudi
#Mar11 #Mar20 Libya’s exports: some 1.4m barrels a day (b/d) North
#Africa produces 5% of the world’s #oil but the ME 30%. #OPEC spare
capacity now 6m b/d (OPEC) 4m-5m b/d ( industry ) Saudi Arabia’s share
of that excess is perhaps 3m-3.5m b/d #Crude #Oil is the most
correlated Proxy to Geopolitical Risk We have entered a 'New Normal'
across the North African Arc and right upto the
very Doorstep of the House of Saud There an 85 Year Old King is set to
replay King Canute in the Year 2011. Crude Prices even now have a One
Way Bet Look about them. #Crude 10616 +1.75% #Gold 1437.50 -> 1440 All
Time Intra Day record last week #Silver 31 Year High #Cotton March
2011 215.15 http://bit.ly/hYAh0L Saudi Arabia TADAWUL ALL SHARE INDEX
-12.96% 2011 Government stepped in Saturday. #Egypt GDRs Tumble as
Bourse Debacle Threatens ‘Pariah’ Status ^EGX30 -21.00% 2011 Yields on
266 day Paper climbed 31 basis Points 12.47% Dollar versus Uganda
Shilling ForexPros 2375.45 [2392 all Time Low] #Tunis SE Index
-20.618% 2011 South #Africa All Share -0.161% StanChart Kenya
reports FY Earnings PAT +13.595% EPS:18.58 PE: 14.8008 FY
Behind its Peer Group Nairobi All Share B -2.75% 2011 -7.99% since 6th
January #Kenya #coffee eyes return to #golden era Prices have reached
40-year highs



 Watch Show
 
   

  03-MAR-2011 ::  Rich Podcast 3rd March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr My dear Friend Alex Michaelis designing a Soho
House in Borana Conservancy http://www.sohohouse.com/ This Photograph
of the Two us during our Gap Year http://www.twitpic.com/45ju4l
Foreign Intervention in #Libya 2011 ? I refer You to #Iraq 1991 1991
uprisings in Iraq Wikipedia http://bit.ly/hbztFS rebels almost
defenseless against #Iraq helicopter gunships using helicopters to
attack those who try to flee the cities My point is that The Pitch
needs to be tilted NO FLY ZONE #Libya #Euro 1.3837 Trichet in the Ring
#Swiss 0.9248 #Yen 81.74 Sterling 1.6281 ZAR 6.8788 Trichet on the
wires today #Crude 10191 highest settlement yesterday since Sept. 25
2008 In addition to the turmoil that we know about, there is turmoil
that has yet to unfold. In this regard, demonstrations are reportedly
scheduled for March 11th and 20th in Saudi Arabia #Gold 1432+ New
Intraday Record #Cocoa 1978 Highs. #Sugar 31 Year High #Coffee at 13
Year High #Cotton at all time High Carlyle Aims to Establish $750
Million Africa Fund Fitch Assigns #Zambia ‘B+’ Rating Rating same as
#Ghana #Kenya #Angola #Zambia GDP growth after inflation has
averaged 6.3% since 2006 #Nigeria January 2021 $ Eurobond YTM 6.911%
South #Africa 6.25% debt March 2041 bid at 99.85 cents +180 US BBB+ by
Standard & Poor’s ZAR strong at 6.88 6.61 is Key #Uganda Shilling
2363.75 [2392 all Time Low] Dozens dead as south #Sudan army and
rebels clash again BBC Revolt cuts short Gaddafi’s economic march into
Kenya #Laico #Regency Hotel #Libya #Kenya Laico is the acronym for
Libya Arab African Investment Company President made a state visit to
Libya in June 2007 Kenya 364-day T-Bill yield rises to 3.996 pct
Housing Finance reports FY Results EPS + 61.76% here Dividend +40% PE
18.03 DRC's Kabila set for #Kibaki talks over #gold #syndicate 2.5
tonnes



 Watch Show
 
   

  02-MAR-2011 ::  Rich Podcast 2nd March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Full interview with Col #Gaddafi A Surreal
Shapeshifter Unrest rattles #China 's #Africa policy this viral
regional turmoil in Africa, where the standard risk-analysis - ride
out the storm and wait for the next dictator to emerge - simply does
not apply anymore. The days of #Gaddafi and co are over - there will
be no more 41-year potentates in #Libya No more Hosni Mubaraks in
Egypt. No more Robert Mugabes in #Zimbabwe No more The political
landscape has taken a seismic hit #Africa voice of the people -
blood-curdling as it sometimes sounds - will be heard #Kiwi Aussie
Cross 18 Year Low #Euro 1.3758 #Aussie 1.0099 ^DJIA -1.38% to
12058.02 #Gold settled at an all-time high 1429.50 Last spot gold hit
$1,432.74 a troy ounce, surpassing a previous record of $1,431.30 set
Dec. 7 Spot #silver struck $34.74 an ounce, its highest since early
1980 Crude 10176 +3.00% regular trading yesterday Bribes and Bullets
Saudi King’s $15 Billion Housing Grant "Sajjil, ana arabiy" ("sajjil"
means "the Act of Recording") #Qatar have proven Joseph Nye's
[Reference Soft #Power ] best Students. #Aljazeera is their Preeminent
Tool #Egypt Bourse shut since Jan 27 Naguib Sawiris delays being
driven by the “fear” of angering individual investors MSCI #Emerging
Markets Index 40 business days #Egypt Foreigners hold about $13b in
Egyptian shares small investors have been demonstrating in front of
the #Cairo stock exchange in masses #Egypt #Egypt Shut Down is
contaminating other #Africa Equity Markets #Gaddafi #Africa Campaign
in Tatters as ‘King of Kings’ Faces End investments in everything from
#chicken farms to #rebel movements #Gaddafi $5 billion #Libya
#Africa Investment Portfolio President Robert Mugabe has 5 camels
given by #Gaddafi his farm Libya Africa Investment Portfolio has
stakes in gasoline stations Cameroon Ethiopia mobile-phone networks in
Rwanda and Ivory Coast and a 506,000-hectare logging concession and
sawmill in the Republic of Congo also has shares in mining companies
in the Central African Republic and the Democratic Republic of Congo,
and poultry farms in Togo and Madagascar. Gaddafi King of Kings
Ozymandias http://bit.ly/1wWz2g #Nairobi ^NSE20 -4.481% 2011 -8.25%
since Jan 10 2011 #Kenya -10.733% off 4704 52 Week Closing High
Nairobi All Share -0.9511% 2011 Nairobi All Share -0.9511% 2011 -6.15%
since 7th Jan 2011



 Watch Show
 
   

  01-MAR-2011 ::  Rich Podcast 1st March 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr 1449 US Sec of State Hillary Clinton says: "It is
not my mother's or even my world anymore... Young people know
everything that is going on everywhere, and they will no longer
tolerate a status quo that blocks their aspirations. This [Arab
spring] is a hopeful season for all humanity." "They love me. All my
people with me, they love me," he said. "They will die to protect me,
my people." #Gaddafi came to power in 1969 at the age of twenty-seven
The Leader is a Bedouin from the desert and simply wants power and
control—he is content to rule a wrecked country “He’d much rather have
people who want money than people who want power'' “If you listen to
his words, you will agree that he hates the Libyan people.” “We call
the world close to the Leader the Circle of Fire” Get close and it
warms you up; get too close and you go down in flames #Gaddafi likes
the chaos that creates "We are not afraid, we are not afraid, we are
afraid only of God," #Dollar Soft #Euro 1.3831 #Pound 1.6313 #Swiss
0.9307 ZAR 6.9286 ^DJIA +2.81% Feb #US Light #Crude 9898.0 9904.0
#Gold 1414 #Cocoa 33 Year+ High #Coffee 13 Year+ High #Cotton Civil
War High I have a supreme Conviction CS Monitor http://bit.ly/9AtLTl
#Food #Egypt Bourse never opened today -21.00% 2011 5.8872 Egypt Pound
5.96 6 Year Intra Day Low this Year S. #Africa yield spread at record
high supports the ZAR The yield on the 2026 bond closed at 8.945
percent Tunis SE Index -20.618% 2011 UGX 2362.45 1.25% off Record Low
Teodorin Obiang Equatorial Guinea £234m superyacht #Africa KenGen
reports 1st Half Results PAT +3.744% Unga Group reports 1st Half
+46.96% EPS 1.94 versus 1.32 [versus 1.82 FY] Wikileaks Kenya



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  28-FEB-2011 ::  Rich Podcast 28th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Evening at Lewa Twitpic
http://www.twitpic.com/41wkcr #Mindspeak 5th March Gina Din-Kariuki
Public Relations Guru What is #Mindspeak ? http://bit.ly/9mhe39 The
#Star The #Kenya Shilling The Price of #Fuel #Saudi Arabia
http://bit.ly/hEGG0r The oil markets are beginning to factor in the
risk that an 82 year old gerontocrat is probably the least well
qualified individual to deal with the c21st tsunami that is making its
away across North #Africa Saudi Arabia Six people have been killed in
#Kinshasa Failed Coup D'Etat Look at this Photo - It was taken on the
Road to the Presidential Palace about 50m away
http://twitpic.com/1e7qd5 When #Gaddafi met Fallaci At one point, he
complains that she must not have read the “ #Green Book.” : “On the
contrary, I read it. It doesn’t take very long, you know, 15 minutes
at the most. It’s so small. My powder compact is bigger than your
little Green Book.” Introducing the Revolting Index WSJ Who’s next? 1.
#Kenya 100.0 2. #Cameroon 94.5 3. #Pakistan 90.8 4. #Nigeria 88.9
Postcolonial Time Disorder For Mubarak, time stood still, so
protesters clamoring for change made no sense historically to him The
Relationship between the Rulers and the Ruled was in Disequilibrium in
favour of the Rulers throughout the c20th Rulers and the Ruled It has
now tipped into Disequilibrium the Other Way King Abdullah of Saudi
Arabia strikes me as probably the least qualified Individual to lead
the House of Saud at this moment #Euro 1.3822 Swiss #Franc 0.9265 US
Light #Crude 10008.0 10014.0 +62.0 #Gold 1411 #Cocoa 1978 High #Saudi
Stocks Slump to 9-Month Low a 10th Day Sequence -11% since Ben-Ali
-10.1208% 2011 #Emaar 2.85 lowest since February 2010 #Egypt to
reeopen Tuesday Egypt ^EGX30 -21.00% 2011 Dollar versus Egypt Pound
ForexPros Live 5.8769 #Tunis SE Index -20.618% 2011 - Year Low South
Africa All Share -0.476% 2011 #Nigeria All Share +5.696% 2011 UGX
#Uganda Shilling 2350.60 #Kenya Economy Grew 5.4% Last Year #Kibaki
Equity Bank reports FY PAT +68.82% EPS 1.93 versus 1.14 Dividend 0.80
per share #Bamburi #Cement reports FY 2010 PBT -21.175%
Extraordinary Gain 2009 06NAIROBI1077 MUSYOKA LIES LOVERS AND
MERCENARIES #Wikileaks



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  25-FEB-2011 ::  Rich Podcast 25th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Inside Story Crushing #Libya 's revolt #Aljazeera
http://bit.ly/hjoUo4 I do so like this Poem by #Kabir I imagine my
Mother swinging high Do You Remember Hillary Clinton's Prescient
Comments in Doha http://j.mp/fiX9BD “In too many places, in too many
ways, the region’s foundations are sinking into the sand,” said
Secretary Hillary Clinton #Ozymandias Look on my works, ye mighty, and
despair!' Nothing beside remains. Round the decay Of that colossal
wreck, boundless and bare, The lone and level sands stretch far away
#Saudi Arabia urges #Bahrain to keep protesters at bay Economist
Bullets and bribes #Saudi Monarchy is right to be nervous. King
Abdullah the AWOL Extant Narrative Fallacy #Saudi #Arabia The c21st
has arrived and I cannot see how an 82 Year Old Gerontocrat has any
chance or the Political Antennae to deal with what is surely coming
“Don’t believe those misleading dog stations” Gaddafi Aljazeera White
House advisers watched two TV feeds in parallel CNN Al Jazeera
#Aljazeera The #Live #Feed was a Game Changer http://www.rich.co.ke
#Euro 1.3805 #Swiss 0.9271 0.9238 all Time High #Yen 81.90 #Crude oil
futures hit a high of $103.41 a barrel intraday 9918 Last The Issue
is around Saudi Arabia not Libya #Gold 1403.50 #Cocoa 1978 Price
Highs Geologist Bets on $70 Billion #Oil Find #Tullow > 90m years ago
#Zaedyus mirrors #Jubilee ’s geology the “Atlantic mirror” theory
“Here’s the meaning of life,” said art dealer Leo Koenig “Here’s the
meaning of life,” Leo Koenig “Faster horses, younger women, older
whiskey, more money.” Vincent Szarek http://j.mp/9tXPDr President
Yoweri Museveni 68% Kizza Besigye, 26% President Yoweri Museveni Rambo
or J.R. Ewing oil king “Dallas” Dollar versus Egyptian Pound 5.8885
Last 5.96 was the 6 Year Intra Day Low this Year. The Egyptian Stock
market remains shuttered since Jan 27 -21.00% 2011 #Tunis SE sets a
new 52 week Low -18.466% 2011 ZAR 7.0302 #Uganda Shilling versus
Dollar 2350.90 +1.34% Post Election
#Kenya Commercial Bank reports FY 2010 Earnings here EPS +50%
Dividend +25% PE 8.33 #Nairobi All Share -0.03 Points in 2011 Shiling
at 8 month low 82+ Portland and Kenya Power



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  24-FEB-2011 ::  Rich Podcast 24th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr What is #Mindspeak ? http://bit.ly/9mhe39 Britain
made a deal two tribal leaders Sharif Hussein & Ibn Saud Grand Mosque
in #Mecca 1979 a rebellion led by Shia Muslims French troops who were
given special dispensation to enter the city. The French flooded the
mosque and then applied electricity to the water
killing 227 people. #Tunisia #Jasmine Revolution Aly-Khan Satchu
January 15 2011 Saudi’s $36bn bid to beat unrest FT an aspirin
#Gaddafi expects ‘big #father ’ role in new order #Libya #Feb17 I
think Gaddafi is a Djinn http://en.wikipedia.org/wiki/Jinn #Swiss
Franc at 0.9250 Record #Euro 1.3795 Yen 81.82 traded over 83.00 on day
of DownGrade Dollar Swiss 1 Year Chart All Time Highs for Swiss Franc
http://bit.ly/gvk3jg US Light Crude 10203.5 10209.5
http://www.livecharts.co.uk/MarketCharts/crude.php Gold is at 1414
Saudi Arabia Tadawul stock index fell for ninth day -5.39% #Tunis SE
Index -16.392% New 2011 Low Ecowas ‘Marshaling Forces’ for Ivory
Coast Odinga #Zimbabwe #TV Viewers Charged With Treason NYT #Kenya
raises $99 mln debut 30-yr bond weighted average 14.145% BAT #Kenya
reports FY 2010 PBT 2.722b versus 2.109b +29.00% NIC Bank Kenya
reports FY PAT +71.67% 1 for 10 Bonus PE of 10.117 Kenya Shilling
82.00 Area



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  23-FEB-2011 ::  Rich Podcast 23rd February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Inside Story Crushing #Libya 's revolt
#Aljazeera http://bit.ly/hjoUo4 Will Muammar Gaddafi's regime prevail
Macro Thoughts What happens at the Periphery often infects the Centre
#Timur grave in #Samarkand HAPPY IS HE WHO RENOUNCED THE WORLD BEFORE
THE WORLD RENOUNCED HIM #Libya #Gaddafi #Feb17"I am a fighter, a
revolutionary from tents ... I will die as a martyr at the end," he
said I have not yet ordered the use of force when I do, everything
will burn "Libya wants glory, Libya wants to be at the pinnacle, at
the pinnacle of the world". #Gaddafi to "cleanse Libya house by house"
#Libya #Feb17 speech by Colonel #Gaddafi this afternoon was very, very
frightening #Merkel The hand-held immediacy of the mobile phone, the
intimacy of sound and the crack of gunfire are in some ways more
compelling than the edited, digital film of the networks bloggers and
YouTubers (and Al Jazeera) simply gave us a reality we didn't normally
experience from the "professional" satellite boys. In search of an
African #revolution African #Egypt versus the Arab Egypt where does
Africa end and the Middle East begin? Look at #Gabon GDP per capita
is more than twice #Egypt Ivory Coast or Eastern #Congo to a
one-sentence news blurb at the bottom of the screen African youth are
far more plugged in than most people realise New Zealand Dollar 1 Year
Chart INO http://bit.ly/h2edKJ The Tremblor #Euro 1.3711 #Yen 82.73
#^DJIA fell 178.46 Points 12212.79 #Cocoa is at a 32 Year High $3,635
on Jan. 12, 1979 a Gentleman call Antony Ward has a Corner in #Cocoa
#Gold 1400.78 #Crude highest since October 2008 Dubai Can’t Kick Its
Building Habit as Glut Forces Prices Lower #Egypt plans stimulus
package End June GDP 4.3% versus 6% est. Egypt Pound versus Dollar
5.8903 Last The Egyptian Bourse remains at -21.00% in 2011 and closed
since Jan 27th. SABMiller sees volume growth of 8 percent a year in
#Africa SABMiller share price data Price/Earnings25.554 Uganda
Shilling UGX 2334.40 Last rallied 1.93% since the Election Tunis SE
Index -14.417% 2011 1.23% away from its 52 week Low of 1st Feb
68-year-old #Gaddafi http://bit.ly/9tXPDr #WikiLeaks “a voracious
consumer of news” #Libya #Feb17
Juventus Football Club SpA #Juve Lafico Kenya president rows back on
judicial appointments Katiba (Constitution) wins round @Martha_W_Karua
The Retreat had become inevitable The Prime Minister has changed his
Tone to good effect. Five firms set to sell shares through IPOs
retailer #Uchumi Mrs Kilonzo said that the CMA is waiting to clear a
legal issue



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  22-FEB-2011 ::  Rich Podcast 22nd February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Inside Story Crushing #Libya 's revolt #Aljazeera
http://bit.ly/hjoUo4 Do watch Ambassador Ranneberger at #Mindspeak
here http://bit.ly/1mPS6v #Mindspeak 2010 Archive here RICH TV
http://bit.ly/fcdqwk #Mindspeak 2009 Archive here RICH TV
http://bit.ly/6njRZS Home Thoughts I wish I was still tracking this
Elephant in Lewa Twitpic http://www.twitpic.com/41whh8 Cruel.
Vainglorious. Steeped in blood. And now, surely, after more than four
decades of terror and oppression, on his way out? Fisk #Libya #Gaddafi
A True Story faced the wrath of his own people, he met with an old
Arab acquaintance and spent 20 minutes out of four hours asking him if
he knew of a good surgeon to lift his face "I wanted to say something
to the youths at the Green Square [in Tripoli] and stay up late with
them but it started raining'' Gaddafi Thank God, it's a good thing,"
Gaddafi said in a 22-second appearance Omar al-Bashir will not stand
for re-election Japan Debt Outlook Lowered by Moody’s rating on Par
with China #Euro 1.3560 #Yen 82.92 #Aussie 1.0006 ZAR 7.2181 Risk
Reversal #Crude Soars 9948.5 9954.5 Bid Offer #Silver 31 Year High
Cocoa sets fresh 52 week high Dollar versus #Egypt Pound 5.8921
http://j.mp/fOjXX3 5.98 6 Yr low #Egypt still shut since Jan 27
-21.00% 2011 http://www.rich.co.ke Underlying Profits excluding
Custody Sale 10.775b +19.695% Barclays Bank #Kenya EPS 7.80 versus
4.50 +73.33% Dividend +118% Share Split 4 for every 1 Held. AG
disowns Kibaki list in court How on earth can the Security Council
or the AU countenance the Request for a 1 Year Delay and a Local
Tribunal now? Kenya Drought Will Place ‘Severe Strain’ on Economy
Fitch Political Dysfunction and Noise has taken the Currency to a 7
and a half Month Low



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  21-FEB-2011 ::  Rich Podcast 21st February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Lewa "We will fight to the last minute, until the
last bullet." Saif al-Islam Gaddafi Libya "We are in Tripoli, there
are chants [directed at Gaddafi]: 'Where are you? Where are you? Come
out if you're a man" The Only Open Questions are the Timing of the
Departure, the Number of His Subjects Gaddafy is prepared to Kill and
his end Destination ^DJIA 2 and 1/2 Year Highs #Silver strongest
close since March 1980 1985-2011 KITCO Chart http://bit.ly/cja4r6
#Crude rallies $2.12 88.32 Last #Gold 1398.6 Last #Coffee at 13 and a
1/2 Year Highs Middle East shares slumped Bahrain’s credit default
swaps climbed 17 basis points to 304 The cost of protecting Saudi
Arabian debt against default +12 basis points to 138 Shares in #Egypt
haven’t traded in more than three weeks Uganda UGX Live
http://bit.ly/hklksR a Predictable Bounce 2354 +1.07% South Africa All
share +1.232% 2011 Implementation of #Kenya New Constitution PJ
Crowley US State Department Progress can only be achieved if the
President and Prime Minister work together in a collaborative way
appointments are made in a transparent and credible manner EABL
reports 1st Half EPS 4.03 versus 4.41 we are now stepping up our game
there,” said Seni Adetu Kenyan market generated 83 per cent of the
company’s profits in the year ended June 2010 KQ plans to raise funds
for expansion Rights Issue 40 trading 52 week low BOC Kenya reports FY
Earnings Linde EPS 10.26 2008 7.88 2009 4.06 2010 M-PESA has won the
Mobile Money for the Unbanked Award Tea coffee farmers smell record
profits in 2011 Shilling 81.906



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  16-FEB-2011 ::  Rich Podcast 16th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Lewa Google Image Search http://bit.ly/evatyu
#Rothko @PaulKagame #Benghazi #Libya 'rocked by protests'
http://bit.ly/eNX6eU #Euro 1.3557 #Aussie 1.0002 ZAR 7.3135 Target
8.00 Fed Minutes ^DJIA 12226.64 #Gold 1377.73 5 1/2 week High #Crude
84.85 2 and 1/2 Month Low World Bank
#food price index was up by 15% between October 2010 and January 2011
#Wheat has doubled June 2010 to Jan 2011 #Maize +73% I have a supreme
Conviction Christian Science http://bit.ly/9AtLTl UN Sees Latin
America #African Nations at Risk From #Food Riots most at risk of food
riots #Bolivia #Mozambique #Uganda #Mali #Niger and #Somalia in Africa
#Cotton March 2011 194.79 +4.77 (+2.57%) Higher than US Civil War
#Museveni Likely to Win #Uganda Vote as Oil Boom Nears Bloomberg
Museveni 25-year- rule est 2.5 billion barrels of #oil #Uganda
Uganda’s economic growth averaged more than 8 percent for the seven
fiscal years through June 30, 2008 #Museveni 66 is backed by 67% of
voters Besigye 19% Synovate Uganda prepares for key elections
Aljazeera Video http://bit.ly/gJh1l8 Opposition says it trained one
million agents to thwart possible vote-rigging by president's party.
#Uganda UGX 2371.75 Last 2392 Life Time Low
#Egypt #Pound 5.879 Last http://bit.ly/fOjXX3 5.96 is 6 year Low
#Zimbabwe police seize Tsvangirai's cars Africa possessing beacon
lights usually found on police vehicles ZANU PF Hardball "The
commander in chief of the security forces is issuing indirect orders
to incite violence.'' Tsvangirai Kenya may shorten 2010/11 coffee
sales earned 16 billion Kenyan shillings from the 2009/10 (Oct-Sept)
coffee season +50% #Mumias sets sights on rival miller in expected
#sugar disposal Global Credit Rating awarded the NSE-listed sugar
miller a domestic long-term
rating of A+ (single A plus) Mumias #Sugar 1st Half results 52 week
low http://bit.ly/9wYIOg



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  15-FEB-2011 ::  Rich Podcast 15th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Liked The Photo By The Sea
http://on.wsj.com/fsRlcL The #Star #Egypt is the #Portal to a New
Normal http://bit.ly/hhoTIz Can this cross the Sahara and head South?
cost of insuring debt sold by the government of Bahrain, which rose 11
basis points yesterday to 248, the highest since Feb. 4 A Yemeni
supporter of President Saleh http://bit.ly/e2UvzJ Wael Ghonim had used
a pseudonym to create a profile as one of the administrators of the
page Facebook shut down one of the most popular Egyptian
Facebook protest pages in November #Facebook has been ambivalent about
the use of their platform by activists.” Ethan Zuckerman #Facebook
#Twitter and #YouTube are all Uber Platforms that occupy a unique
Position in this new Information and Communication c21st. In fact,
they are Early Stage Bets on the Crowd. Lets set aside for a moment,
Previous Controversies where, Facebook was cavalier with Folks'
Personal Data and say to Mark, 'Mark, Yours was a bet on Human
Capital.' #Euro 1.3540 ZAR 7.2866 -> 8.00 Obj. a Violent Dollar Bull
Move a la 1994/1995 #Wheat July 2011 INO http://bit.ly/gtQ4Z2 #Coffee
March 2011 258.65 +5.65 (+2.19%) http://bit.ly/c44bK6 52 week and 13
Year + Highs #Cocoa 1 Year High #Saudi #Arabia SASEIDX:IND TADAWUL
ALL SHARE INDEX +0.06% 2011 I would be interesting in buying
Protection FTSE/JSE Africa All Share All Time High +3.038% 2011 #Egypt
is still shuttered since Jan 27 -21.00% 2011 ^EGX30 CASE AfDB ready
to lend Tunisia $1bln Tunis Index +5.716% since Feb 2 -10.641% 2011
Mubarak kept us all in suspense like Alfred Hitchcock, a master of
surprise ''He dyed his hair. So whenever he looked in the mirror, he
saw #Mubarak as a young man.'' "You ruined the country when you opened
the way to your friends and this is the result. Instead of your father
being honoured at the end of his life you helped to spoil his image in
this manner," the daily quoted him as saying. UGX 2362 just below all
time low of 2392 #Uganda Police to monitor social #media networks
#Africa Uganda is set to hold national Elections on 18th February 2011
#Kenya banks prepare for a season of #mega profits #Africa Total
banking sector profits grew by 45.7 per cent in the first 11 months of
last year to Sh66 billion #Kenya Airways+ 8.9% rise in passenger
volumes #Africa http://bit.ly/1AaBD1 Will Marende break the deadlock?
The Nation #Nairobi All Share +0.5001% 2011 #Petrol hits three-year
high



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  14-FEB-2011 ::  Rich Podcast 14th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The Pool at #Windsor http://bit.ly/gbYgfE Hannah
loves the Place Riz Khan Fearing a #Food Crisis #Aljazeera
http://bit.ly/h1oId2 The #Star #Egypt A #Portal to a New Normal
http://bit.ly/hhoTIz ‘”I always said that if you want to liberate a
society, just give them the Internet” Ghonim #Light Shining in the
Dark Continent- one #mobile at a time Development Marketplace
http://bit.ly/axUxX1 30 Years of Mubarak was unravelled in 17 days. I
remember how #Mubarak buzzed #Tahrir square with his F16s someone
tweeted from Tahrir Square: ‘Is Mubarak mad? Is he going to bomb me?’
When I read that tweet, I knew Hosni was no more #Egypt #Jan25
billions of dollars that these regimes have spent on weaponry are
worthless in the face of the crowd We Are All Khalid Said “They are
eating pigeon and chicken, but we eat beans every day.” #Saudi Arabia
argued that the United States should back Mr. #Mubarak even if he used
force against the demonstrators Obama ended the call, the official
said, with these words: “I respect my elders. And you have been in
politics for a very long time,
Mr. President. But there are moments in history when just because
things were the same way in the past doesn’t mean they will be that
way in the #future .” Its all about the Eyeballs Model Aly-Khan Satchu
#Egypt #Jan25 #Euro 1.3455 Pound 1.5990 #Crude 85.46 #Gold 1358.70
#WHEAT Jul 2011 INO http://bit.ly/fY7G72 The Price of #Bread 9th Feb
contract high United
Nations reckons countries spent at least $1 trillion on food imports
in 2010 Egypt's army dissolves parliament USD EGP 5.8826 Last Now
that Egypt's Mubarak is out, could Gabon's Bongo be next? A Google
news search for "Gabon" comes up with a soccer score: Algeria - 2,
Gabon, 2. UGX versus the Dollar 2353.15 Dollar versus Rand I am
looking for a Move through 8.00 This Year Malawi Fuel Crisis “The
situation is pathetic,” Kandodo motorists being forced to buy gasoline
on the black market for 700 kwacha ($4.64) a liter, more than double
the official price #Kenya Borrows 54.5 Billion Shillings on Domestic
Market in 1H Mombasa port nears full cargo handling capacity a special
focus on the port of #Mombasa http://bit.ly/e83stI



 Watch Show
 
   

  10-FEB-2011 ::  Rich Podcast 10th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr The #Star Road #Etiquette can add 2% to GDP
http://bit.ly/ecGI72 www.rich.co.ke Visualised http://bit.ly/hFJu1A If
Rich.co.ke was a country, it would be larger than Saint Helena with
its 5,095 daily visitors! This means you would need at least 7 Airbus
A380's to seat the visitors. average Rich.co.ke visitor visits about
10.1 pages before leaving Ryszard Kapuściński Shah of Shahs #Egypt
#Jan25 It is Authority that provokes revolution From "stability" to
"perfect storm" – Gone With the Wind might have recommended itself
The Curve of History #Egypt and #Tunisia Era of The Securocrat Regime
now a Gerontocratic One is over US has an opportunity to surf this
extraordinary Wave Ghonim [c21st] and Suleiman [c20th] The Two Sides
of #Egypt Strength and #power how do they differ in the 21st century?
Haque connect link and collaborate to be a force multiplier QE2 Music
will eventually stop Iam waiting patiently ahead of that Aussie 1.0033
Euro 1.3646 ZAR 7.2507 Corn futures 24 cents, or 3.6%, to $6.98 a
bushel on the Chicago Board of Trade. It earlier rose 30 cents a
bushel, hitting a limit previously set by the exchange. #Coffee March
2011 253.60 +2.31 Fresh 52 Week 13+ Year Highs #Cotton at 52 week
High Egyptian Pound versus Dollar 5.8807 Last #Egypt ^EGX30 remains
shuttered since 27th Jan and down 21% in 2011 CCAP:EY Citadel Capital
Corp/Cairo Bloomberg http://j.mp/h96Z6d #Tunis SE Index -7.88% 2011
+8.97% since Re Opened Feb 1 #Africa South #Africa All Share +1.622%
#Nigeria All Share +7.73% 2011 Why Africa needs to lower its voting
age to 16 @calestous People at 16 have much more at stake in regard
to the future than many
of those holding power today Kenya and ICC Battle Over Impunity Ken
Wafula "political gimmicks" designed to exploit Kenya's ethnic
divisions "If you take the members of #Kenya 's #Parliament about 80
percent of them have participated in one way in violent campaigns"
Wafula "The entirety of Kenya's political class are either
practitioners of impunity or beneficiaries of impunity." Wafula
Article 16 of theRome Statute "If the international justice system
fails, the perpetrators will say 'there is no where else you can take
us now,'" he said Kenya eyes 2010/11 fiscal deficit of 7.5% Around 800
million flowers will be making their way from Kenya's Lake Naivasha
region to markets throughout Europe for the Valentine's day rush
Nairobi All Share +0.32% 2011



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  09-FEB-2011 ::  Rich Podcast 9th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr Omar Suleiman warned his government "can't put up
with continued protests" there will be "no ending of the regime" and
no immediate departure for Mubarak doesn't "want to deal with Egyptian
society with police tools." Suleiman and #Mubarak in the War Room
http://bit.ly/gkEbMX #Cairo protest turnout corners #Mubarak "The
protesters still have all the tools: people, demands, motivation, and
I think the regime is now cornered more than the protesters." Its very
asymettric and The Crowd needs to find The Tipping Point China
increased key interest rates for the third time since October I am
buying deep out of the Money Dollar Calls S&P 500 is just points away
from doubling its 666.79 intraday nadir #^DJIA 12233.15 the highest
close since June 16 2008. It was the seventh-straight increase.
Spousonomics Using Economics to Master #Love #Marriage Dirty Dishes
#Wheat Futures Rally 30-month high #bread riots http://j.mp/9AtLTl
perturbation of a butterflys's wing away from serious tipping point
Importers are paying 20% more for a metric ton of #wheat on the #Paris
NYSE Euronext bourse than on the #Chicago Board of Trade #Algeria
can’t jeopardize the food security of its population “The #Maghreb
countries thought they had enough stocks,” said Weber #COFFEE
KC.H11.E Mar 2011 (E) 247.60-1.65-0.67% -> 13 Year Highs #Sugar
SB.H11.E Mar 2011 (E) 31.16 -1.59-5.12% -> Volatile WikiLeaks
cables Saudi Arabia cannot pump enough oil reserves overstated by 40%
USD EGP - US Dollar #Egypt Pound 5.8831 6 Year low 5.95+ Monday Bharti
#Airtel Plans #Africa Tower Companies Bharti, sales from African
operations rose 8.6 percent to $911million in the three months ended
December, the New Delhi-based company said. Minutes of use per user in
rose 7 percent to 120 #Japan keen to invest "billions" in #Africa
"Once Japanese companies make a decision they invest in the order of
billions of dollars'' "There's no business," said 35-year-old Mr. Ali,
who supports two wives and five young children.
"Zero." Tourism brought in close to $12 billion in Egypt last year
TransCentury shareholders approve NSE listing via Introduction #Kenya
Benchmark #Coffee Rises to Highest Since 1997-98 $1,022 for a 50-
kilogram (110-pound) bag Eaagads http://j.mp/9gl6E3 1st Half EPS was
2.21 versus 0.74 East African #Cables reports FY Results here EPS
1.12 versus 1.52



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  08-FEB-2011 ::  Rich Podcast 8th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://j.mp/9tXPDr The #Star Road #Etiquette can add 2% to GDP
http://bit.ly/ecGI72 Facebook #Twitter Yfrog truth travels faster than
lies #propaganda We will fight we will kiss " #London #Cairo #Rome
#Tunis '' "they're all using Twitter" – misses the point of what they
are using it for principle of asymmetry – a swarm of disorganized
people can effect change against a slow-moving hierarchical body
Laptops and Broadbands Cairo's famous traffic jams were back. Older
figures "are more close to negotiating but they don't have access to
the street" Elelaiwy “There’s a hot wind blowing from the east”
“History, like nature knows no jumps. Except backward, maybe.” The
latest Arab guessing game is: “Who will be next?” #Euro 1.3601 touched
1.3506 yesterday ^DJIA 12161.63 The Emperor's Private Paradise:
Treasures from the Forbidden City Partitions 紫檀拼竹夾玻璃畫隔扇 cost of
insuring Egyptian sovereign 345 the lowest level since Jan. 26 Egypt’s
5.75 percent bond due in April 2020 gained 9 basis points to 6.3
percent today, down 91 basis points from a record high of 7.2 percent
on Jan. 31 5.951 is a 6 Year Low #Egypt Pound Will You Be Writing Off
Your Investment in #Egypt ? investment climate of "stable"
authoritarian regimes over "messy" democracies 1.08 percent increase
in per capita growth after the overthrow of an autocrat. Tunis SE
TUNINDEX +9.04% since 1st Feb -7.824% 2011 Kibaki and Odinga agreed to
“respect the ongoing parliamentary process and its outcome” Rewards
and Realpolitik Africa #Nigeria said there should be 'African
solutions to African problems' #Safaricom increased its #advertising
spend by 73% to Sh5.7b #Airtel also grew its marketing spend from Sh1
billion to Sh1.9b



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  07-FEB-2011 ::  Rich Podcast 7th February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Layla had been interested in the Pahlavis and We
had watched the Aljazeera Live Feed from Egypt together Ryszard
Kapuściński The Shah of Shahs #Egypt #JAN25 It is better to renounce
the World before the World renounces You 'Freedom lies behind a door
closed shut' Ahmed Shawqi #Egypt “It can only be knocked down with a
bleeding fist.” French government seriously considered sending its
paratroopers to save former President Zine El Abidine Ben Ali #Egypt
#Pound to $ 5.945 #Euro 1.3604 Lagarde hit by the expense of
trade-offs between two currencies that are deliberately weak US 30
Year 4.758% 9 Month High ^DJIA 12092 #Crude 89.04 #Gold 1349 #Cocoa
-3.35% #China 's economic invasion of #Africa About a million Chinese
"If you want to start something – and be the #boss – #Africa is the
place to do it," Zhang's father "I imported everything. At that time
they needed everything!" China-Africa trade grew from $6bn in 1999
Egypt Plans Record $2.6 Billion Sale Treasury bills Egyptian pound
weakened 1.3 percent against the dollar Sunday to 5.933, the lowest
level since January 2005 The central bank moved 5 billion pounds of
cash into the financial
system, using military cargo planes to bring in the fundsThe yield on
Egypt’s 5.75 percent bond due in April 2020 rose to a record 7.2
percent on Jan. 31. The yield has dropped 62 basis points since and
ended the week at 6.59 percent. The cost of insuring #Egypt ’s debt
for five years with credit-default swaps soared to 430 basis points
Jan. 28, the highest since April 2009. They closed at 380 on Feb. 4
CMA ^egx30 -21% #Tunis SE Index -10.387% 2011 +6.0171% since Reopening
Feb 2 South Africa All Share +2.44099% 2011 1.293% away from 2008 All
Time Record Close ZAR I am looking for a move towards 8.00 Nairobi All
Share +1.0545% 2011 Peak 2011 was +5.697% Jan 6th Close Kenya govt
plans to dispose of 11 hotels http://bit.ly/ihHYmp Subscribers spent a
total of 6.63b minutes in making calls against 6.05b previous quarter



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  03-FEB-2011 ::  Rich Podcast 3rd February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr CRISIS IN EGYPT Who's to cut off the head of the
snake? Pepe Escobar dictatorship to control power: the iron link
between the army and the repression machine; their unqualified
submission to the dictator; and no qualms about firing on their own
people. That's what was in effect
in Iran in the summer of 2009; thus the green revolution was squashed.
In the Medium Term, we have entered a 'New Normal' and the Extant
Political Dispensation [like Egypt's] is plain untenable Daley Mideast
May Be Changed Forever After Egypt Uprising The ME Curve has Inflected
meddling by "foreign parties" was unacceptable #Egypt FM "aimed to
incite the internal situation" #Egypt Mubarak and Suleiman are playing
their Game right at the Line.Two Images stick in my Mind. Mubarak and
Suleiman in the Control room and
the F16s buzzing the Square ^DJIA 12041.97 #Euro 1.3792 #Pound 1.6255
Big Surge post GDP Sugar prices spiked to their highest level in more
than 30 years I have a supreme conviction that global food markets are
but the perturbation of a butterflys's wing away from a serious
tipping point http://bit.ly/9AtLTm a perfect example of the asymmetry
of the #food markets Crude Oil chart 91.69 last +6.20% since Friday
Geopolitical Barometer #Egypt ^EGX30 -21.00% closed #Tunis SE -18.22%
Reopened Nigeria All Share +8.712% 2011 #Nigeria All Share +8.712%
2011 #Africa I don't think we are at a stage where the country is
likely to erupt."Raila Odinga Kenya "We are acting with a lot of
restraint because we don't want to give the impression that this
government is going to collapse," Odinga we are unpredictable,
unstable and therefore unsafe IMF sees Kenya 2011 economic growth 5.7%
fund approved this week a $509 million extended credit facility the
best readers of the Green in Kenya are the Meteorologists. 364-day
T-bill yield rises to 3.722 pct If the three-month rains due in March
fail, “the worst- case scenario is it could knock 2 percent off of GDP
in 2011,” said Wolfgang Fengler Kenyan shilling has declined 6.1
percent against the dollar over the past 12 months “I’ve got a super
conviction that the whole basket of the breakfast commodities, which
includes tea, coffee, sugar and cocoa, is all in a
parabolic price move,” Satchu said. “While tea has been lagging the
price move, it is now going to play a degree of catch-up.” Price wars
push up mobile subscribers to 22 million Rare Fish Species Holds Key
to Cure of Heart Diseases #Zebra fish



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  02-FEB-2011 ::  Rich Podcast 2nd February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr @USAMB4REFORM on #Mindspeak RICH TV
http://bit.ly/1mPS6v Its a Fabulous Presentation Interview with Jeff
Koinange Thursday The Bench K24 RICH TV http://bit.ly/cBAwvJ British
High Commissioner Muthaiga Stephen O’Brien Loreto Convent Mombasa
Mubarak said he’ll stay on to ensure “stability” “Your last day will
be Friday,” The Crowd chanted “He recognizes that the status quo is
not sustainable,” Obama Egypt “faces a choice between chaos and
stability,” Mubarak Obama said: “We hear your voices.” cost of
protecting against an Egypt default with credit- default swaps fell 70
basis points yesterday, the most ever, to 350 “I lived in this
country, and I fought for it, and I defended its land, its sovereignty
and interests, and I will die on its soil,” Mubarak ElBaradei he would
be "not only a lame-duck president but a dead man walking". Mubarak
the Recalcitrant. I think he must be advising Everyone that an Orderly
Retreat is far better than a Disorderly one Fed passes China in
Treasury holdings $1,108bn The end of QE2 will be a big test The euro
climbed above $1.38 for the first time since Nov. 11 1.3817 last
Thursday, the ECB will hold its regular meeting ^DJIA Dow Industrials
rose 148.23 points, or 1.25% to 12040.16. Copper jumped 2%, to
settle at $4.54 a pound, beating out the last record high from Jan. 3
Brent Crude near 102 Coffee 13 and a Half Year Highs The Breakfast
Commodities and Why I am a Bull csmonitor http://bit.ly/9AtLTm Bharti
Third-Quarter Profit Falls -41% 13 billion rupees from 21.9 billion
rupees Bharti Airtel share price data Price/Earnings13.405 Bharti's
monthly ARPU in India in the December quarter fell 14 percent to 198
rupees from a year ago. ARPU in Africa eased to $7.3 in the quarter
from $7.4 in the quarter ended in September 2010 a one-time brand
promotion cost of 3.40 billion rupees repaid debt of $415 million
Hosni #Mubarak #Egypt president's political career #Photography TUNIS
SE Index reopened Yesterday -15.473% 2011 Egypt ^EGX30 -21.03% 2011
Cote D'Ivoire bond fell three cents in early trade to 33.4 cents
Rwanda: An African success story? Riz Khan #China poised to pour $10bn
into #Zimbabwe 's economy Zimbabwe GDP $6B China is coming in a very
big way." Last year the Chinese embassy in Harare threw an 86th
birthday party for Mugabe #Uganda proposed refinery to cost $2 bln
internal rate of return of between 20 to 30 percent EAC sees internal
trade doubled in five yrs The Consultative Process President and Prime
Minister SCRIB'D http://scr.bi/hTOjSF



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  01-FEB-2011 ::  Rich Podcast 1st February 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The #Star The #Maghreb #EGYPT #JAN25
http://bit.ly/guXq7Z Tarek al-Tayyib Muhammad ibn Bouazizi (Arabic:
محمد البوعزيزي‎) was The Tipping Agent a Tunisian street vendor who
burned himself to death on December 17, 2010 Egypt gears up for
gigantic protest Aljazeera "march of a million" EgyptAir said was
cancelling all domestic international flights "they have not and will
not use force against the Egyptian people," said the statement. "They
are saying they don't want to enter dialogue with Mubarak or Omar
Suleiman, they say they've been in that dialogue for the past 30
years and it has been one way. They don't want anything to do with
him. They demand he steps down." Watch it in Real Time #Aljazeera Live
Stream http://bit.ly/dXWRhI The revolution will be live. Gil
Scott-Heron http://bit.ly/gua4Tb Conclusions The Revolution is being
live streamed Gil. Million Man March Image 1995 http://bit.ly/hFtWXA
Mohamed ElBaradei The man who would be President Fisk #Egypt a very
friendly, shrewd and bespectacled mouse Matters #Financial and
#Geopolitical from a #Frontier http://bit.ly/9tXPDr this is a mouse I
suspect with very sharp teeth #ElBaradei "I had gone to a wake, I told
my brother, and I looked at the eyes of the mourners and they were
dead – they were dead souls. And now I look at the people today and
they have recovered their self-confidence. They are free. It was like
a pressure cooker." #Euro 1.3745 #Aussie 1.0056 Yen 81.55 Dollar under
the Cosh In January the ^DJIA rose 314.42 points, or 2.72% The c21st
is the Century of #Communication http://bit.ly/glXgSd Brent crude
ended up $1.59, or 1.6% $101.01 a barrel highest settlement since
Sept. 26, 2008 COCOA 3352 +2.44% COFFEE 244.80 +0.12% Sugar Mar
2011 33.97 -0.32% ''The Unbearable Lightness," by Tomas Libertiny
Moody’s Cuts Egypt Bonds Ba2 “The public finances of Egypt are already
stretched.” Egypt’s credit default swaps rose 3.5 basis points to
432.5 #Egypt CASE:IND EGX 30 Index ^EGX30 -20.94% 2011 Tunis SE
TUNINDEX 4,363.22 -69.80-1.57% South Africa All Share -2.2441% 2011
Ivory Coast bonds sank to a record low 36 cents on the dollar bonds
should, unless otherwise agreed, trade “flat” and settle at an all-in
price IMF approves $509 million loan for Kenya Kenyan inflation rises
to 5.42 pct in January “It is a perverse decision that no one
expected,” Aly- Khan Satchu African Union Backs Kenya Bid to Try
Suspects Article 16



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  27-JAN-2011 ::  Rich Podcast 27th January 2011
  Matters #Financial #Geopolitical from a #Frontier http://bit.ly/9tXPDr
What is #Mindspeak ? http://bit.ly/9mhe39 William Butler Yeats THE
SECOND COMING The falcon cannot hear the falconer Things fall apart;
the centre cannot hold; Obama Poised to Intensify U.S. Criticism of
Egypt’s Mubarak Obama, who came to power promising the Arab world a
‘‘new beginning ’’ White House Press Secretary Robert Gibbs created
some ambiguity yesterday when asked whether the administration still
supports Mubarak. In his response that ‘‘Egypt is a strong ally,’’ he
avoided repeating Mubarak’s name. #Yen 82.75 last #Japan Downgrade
Euro 1.3678 ZAR 7.0208 GBP 1.5923 rebound MPC Sugar March 2011
crosses 33c Cocoa March 2011 3352 Egypt's benchmark stock index
tumbled 6.1% Wednesday 6.24% today -21.45 2011 Egypt's five-year CDSs
rising 11 basis points to 345 bps 48-year-old younger Mubarak boarded
from airport western Cairo private jet bound London with wife daughter
and nearly 100 pieces of luggage "Whether they can catch up as leaders
to what the population is aiming (for) is still to be seen" Prince
Turki al-Faisal “It was the young people who took the initiative and
set the date and decided to go,” Mohamed ElBaradei Mobile banking is
expected to grow into a $22 billion industry across Africa by 2015
Sub-Saharan Africa averages just 163 bank accounts per 1,000 adults
international remittance market worth some $400 billion per year
Swaziland Central Bank Sells Only a Fifth of Bonds on Offer Protesters
demonstrate against an increase in fuel prices in Ghana's capital
Accra ICC asks Kenya to help seize suspects' property 85 percent of
Kenyans support the ICC investigation



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  26-JAN-2011 ::  Rich Podcast 26th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr "...Therefore, send not to know For whom the bell
tolls, It tolls for thee..." Suraj Sudhakar, Aly-Khan Satchu, and
Melinda French Gates at the reception following TEDxChange @
TEDxKibera Flickr
http://www.flickr.com/photos/gatesfoundation/5385048655/ US must
seize 'Sputnik moment' "to win the future" Three dead in #Egypt
Telephone communication with people in central #Cairo was nearly
impossible El Hamalawy told Al Jazeera that new media had
been important in facilitating "the domino effect" "People are fed up
of Mubarak and of his dictatorship and of his torture chambers and of
his failed economic policies. If Mubarak is
not overthrown tomorrow then it will be the day after. If its not the
day after its going to be next week," El Hamalawy "We have taken back
our streets today from the regime and they won't recover from the
blow," said Rizk Euro 1.3697 touched a fresh 2-month high of $1.3702
in late afternoon trading Yesterday European Financial Stability
Facility 44.5b bids 5b borrowing costs for EFSF of 2.89% #Pound 1.5830
4Q GDP -0.5% e a toxic combination #^DJIA < 12000 #Cocoa March 2011
3335 +1.81% 1979 Highs The Target cost insuring Egyptian sov debt +22
Bps to 325 June 2009 High ^EGX30 was closed Yesterday -5.866% 2011
#Tunis still shut Nigeria All Share +12.2204% 2011 Ships Seized by
Pirates See 36-Fold Cost Rise 36-fold jump in ransoms in five years,
raising costs for shippers and the threat to vessels carrying 20
percent of world trade.Average ransom payments rose to $5.4 million
last year compared 150,000 in 2005 Ban Ki-moon wrote “The root causes
of piracy are found on land.” Nigeria lifts key rate to 6.5 pct Hope
for the Future of Kenya Remarks by U.S. Ambassador Michael Ranneberger
The Tipping Point of the New in the Face of the Old China Exim,
#France Provide Funds to Kenya for Geothermal Rigs Kenya estimates the
extent of its unexploited power resources ranges from 7,000 megawatts
to 10,000 megawatts at 14 “high-potential” locations valued at $30
billion Kenya bourse eyes five new listings in 2011



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  25-JAN-2011 ::  Rich Podcast 25th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The Star Juba Boom Town Said Aburish
http://bit.ly/ehv9JO Salman Rushdie in his Book Imaginary Homelands
says Ours is the most cryptic of Centuries, it's true Nature a Dark
Secret Ryszard Kapuściński This Sensitivity to the Border Issue, this
untiring enthusiasm for
constantly marking them out, widening them or defending them, are
characteristic not only of Man, but all animate Nature Happy is he who
renounced The World before The World renounced him.Timur The Lessons
of Tunisia Ben Ali "total" coöperation on counterterrorism "without
inhibitions'' Ben-Ali opined that the situation in #Egypt is
'explosive,' ''sooner or later the Muslim Brotherhood would take over"
Tunisia Jasmine Revolution and how mobile phones helped it happen
http://bit.ly/fiX9BD We are not afraid, we are not afraid, we are
afraid only of God" "My daughter, Ons, who's 16, started showing me
what was going on," Ben Ali might have 1.5m members in his puppet
party; he soon faced two million Facebook users.He hadn't understood a
thing Everyone was live-commenting the speech on Facebook #^DJIA
11980.52 #Sterling slumps to 1.5785 1257 Kenya Time Cocoa may climb
to the highest price since the late 1970s $3720.00 Cocoa has jumped
9.1 percent this month Cargill Inc temporarily suspended bean
purchases in Ivory Coast.Cocoa has risen 20 percent in New York since
the Nov. 28 elections.The next fear is that they may attack the crop
will lose harvest for the next few years lose harvest for the next few
years Cocoa Philip J. Crowley Twitter yesterday. Gbagbo "needs to get
the message and step down" Saudis wrestle Crude to its lowest close in
a Month 87.41 last #India Raises Interest Rates to Two-Year High
Bombay Sensex ^BSESN -6.304% 2011 Kim Jong Il Talks Business With
Naguib Sawiris Koryolink, North Korea's only 3G mobile network 301,199
subscribers at the end of September 2010 IMF trims SA GDP by 0.1%
2011 2012 Nigeria All Share +12.107% 2011 Tunis SE is still shuttered
4,552.80 Egypt ^EGX30 -5.866% 2011 #Kenya 's Banking Revolution #Time
http://bit.ly/i6bPW2 Patrick Maina's offices don't look like a bank,
his bank -- Safaricom -- doesn't sound like one, and Maina doesn't
appear at all like a banker Started with an investment of $1,000 four
years ago, his financial empire now runs to 218 outlets across Kenya
Maina praises his company not for how it enriched him -- he earns
$150,000 a year and owns a #Lexus Africa is the #Silicon Valley of
banking The future of banking is being defined here ''new models for
what will be mainstream throughout the world are being incubated here.
It's going to change the world." Kenya The Tipping Point World Bank
Report http://bit.ly/eYvCKm Kenya The Silicon Valley of Mobile Banking
2010 The Star http://bit.ly/a8x30k Kenya's beach tourism is a 'tired'
and less competitive product Zutt KenolKobil Buys the Assets of
Phoenix Uganda Petroleum



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  24-JAN-2011 ::  Rich Podcast 24th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr 24 January - #Kenya Markets - Aly Khan Satchu -
Rich Management #CNBC #Africa http://bit.ly/h8xRvN
Thank You Alishia The Star Juba Boom Town Said Aburish
http://bit.ly/ehv9JO What is #Mindspeak ? http://bit.ly/9mhe39
#Mindspeak PDF http://www.rich.co.ke/rcfrbs/docs/2010.pdf
@USAMB4REFORM was an outstanding Guest at #Mindspeak I see the
foundations of the Old Order beginning to crumble I am not freelancing
here everything is cleared with Washington Ranneberger: I eat stress
for #Breakfast Melinda Gates at #TEDx Kibera Twitpic
http://twitpic.com/3sw67r He says 'Aly-Khan I am on an MBM Update. Do
You know what that is? Its a Minute by Minute Update!' Tunisia ’s
Inner Workings Emerge on Twitter dissident blogger Slim Amamou “I am
in the government to have first hand info,” he wrote on Twitter
recently. “Very important in our current info war. I am not here to
build a career :).” “The most rapid #revolution in history Because we
are connected. Synchronized.” Tunisia's #Jasmine Revolution, and how
mobile phones helped it happen ttp://bit.ly/ieu6LS By Aly-Khan Satchu
January 15 "We are not afraid, we are not afraid, we are afraid only
of God," the crowds chanted on Tuesday in Tunis. Tunis SE Index has
been shuttered since Jan 14th Bloomberg Visual -10.95% 2011
http://bit.ly/dF4CpB #Euro 1.3564 topped 1.36 Friday Trichet talks
tough ZAR 7.0592 Yen 82.80 #Cocoa to advance 10% Outtara bans exports
for 1 Month Cocoa futures have climbed about 14 percent since the
elections $3,510 a 30-year peak reached in December 2009 3184 Last
Coffee at 240.40 52 week highs I have a Supreme Conviction
http://bit.ly/9AtLTl By Aly-Khan Satchu September 6, 2010 #food
markets are but the perturbation of a butterflys's wing away from a
serious tipping point.Tasting Forbidden Fruits ortolan ailing French
president Mitterand munched through several with a look of ecstasy on
his face and then ate nothing more before his death eight days
later.fatten them up in a darkened space, drown them in Armagnac, then
roast and consume them whole Nigeria’s First Eurobonds to Spur Africa
Borrowing 10-year bonds, rated B+ 7% Ghana 6.3% Yield to 2017 Maturity
Lebanon B+ 6.79% Crude exports account for more than 80 percent of
government revenue and more than 95 percent of foreign-exchange income
Gabon 2017 yields 5.32% WikiLeaks cables: Nigerian president refused
second kidney transplant Yar Adua stuffed his clothes to hide his
weight loss and used makeup Nigeria All share +11.764% 2011 Top
Performer World Wide Egypt ^EGX30 -6.244% 2011 #Tunisia Spillover
Risk Egypt's frustrated young wait for their lives to begin, and dream
of revolution "At the informal level – blogs, social media – there's
been an explosion of political activity, entirely disconnected from
the official mechanisms of government" Nairobi All share +4.411% 2011
Kenya #tea output hits a record 399 mln kg in 2010 $3.50 per KG
Price Target Africa Investor http://bit.ly/ijIZk3 A Tacazze sunbird in
Aberdare National Park NYT
http://nyti.ms/heezN9



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  21-JAN-2011 ::  Rich Podcast 21st January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Mindspeak When the QE Music stops it will be
like 1994/1995 I think $ China in the mind of America Sputnik Moment
Obama Relationship is symbiotic and mutually beneficial. The Chinese
and the Americans have effectively together pursued a Weak Currency
Policy at the expense of the World, more than at the expense of each
other, for example. The Peripherals are soft. Rand is above 7.00
Aussie below 0.99 #Euro 1.3543 feels like a Macro Level #China
Allocation Apple Amateur Analysts Outperform Wall Street
Professionals AAPL Horace Dediu - a blogger “Once I figured out that I
was an entertainer, I decided to get better
at it,” he said. Conclusions Interesting Very Interesting and in
essence why I think The World is as flat as a Pancake. LinkedIn Said
to Be Worth Almost $3 Billion 90 million users
#Gold 1348.90 2 Month Low Nov 17 #Crude 90.02 Hot #Cocoa +2.79% Deadly
Rainfall in Brazil heaviest rainfall since 1967 Vegetable prices +60%
La Nina weather pattern ''we’re a clay-footed giant” Barreto. “our
inferiority complex.” I have a supreme conviction that global food
markets are but the perturbation of a butterflys's wing away from a
serious tipping point. Mozambique bread riots may be warning sign on
African food security CS Monitor http://bit.ly/9AtLTl Ali Baba gone,
but what about the 40 thieves? The Economist #Tunisia 's Jasmine
Revolution and how #mobile phones helped it happen #csmonitor
http://bit.ly/fiX9BD "...Therefore, send not to know For whom the bell
tolls, It tolls for thee..." Tunis SE shuttered -11.00% in 2011 - Must
be a Sell Backlog SA SARB leaves rates at record Low ZAR tanks 7.1158
last A Weak Rand is an outcome The Entire SA Government is surely
wishing for #Tanzania Natural-Gas Reserves 7.5 trillion cubic feet
#Africa Safaricom “We started tightening our belt in September last
year and we have now accelerated that,” he said. “We are looking at a
lot of discretionary spend; things like travel, we have a head count
freeze.” Safaricom share price data here EPS 0.38 PE 11.447 Scangroup
to issue 2.75m Shares to Employees PE 36.188 Trailing



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  20-JAN-2011 ::  Rich Podcast 20th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Mindspeak I am really looking forward to this
@USAMB4Reform "I would like to clarify. Because of the technical
translation and interpretation problems, I did not hear the question
about human rights." "China is a developing country with a huge
population, and also a
developing country at a crucial stage of reform. In this context,
#China still faces many challenges in economic and social development.
And a lot still needs to be done in China, in terms of human rights."
#Euro 1.3451 touched 1.3539 yesterday ZAR pops over 7.016 last Goldman
ROE 11.5% ROA 0.91% Vs. #Apple ROE 32% ROA 20.3% GS AAPL Apple versus
Goldman Chart 1985 Yahoo Finance http://yhoo.it/ffk0Mb Breakfast The
New Power Lunch Le Meurice #Gold 1364.08 #Crude 90.37 #Cocoa 3100
China Q4 GDP 9.8% #Shanghai Composite 4 Month Low -15% 1 Year Laurent
Gbagbo rejects Raila Odinga as Mediator Cote D'Ivoire He took the side
of Mr. Ouattara At Gobelet market in Abidjan, one kilogram (2.2
pounds) of beef has shot to 2,500 francs from 1,400 francs before the
election and tomatoes have climbed 67 percent to 500 francs per
kilogram as traders struggle to bring their goods to market. bonds
have fallen 41 percent from their record high of 62.875 N’Guessan. “I
won’t be able to hold on for another month under these conditions.”
Moody’s downgraded Tunisia’s foreign debt to Baa3 negative from stable
one level above Junk ^EGX30 -7.5% since The Fall of Ben Ali Tunis
shuttered Equity trading will stay suspended for “administrative
reasons” Nigeria $500 million debut international bond 6.90%- 7.70% 10
Yr Nigeria is rated B+ Ghana is rated one level lower at B #Nigeria
All share +9.99% 2011 best performer World Wide Uganda Vows ‘More
Aggressive’ Support for Currency #Kenya #Internet Usage Doubles Over
2010 “We now have 7.5 million Internet users compared to 3 million
last year,” Ndemo Kenya's Athi River Mining looks to south Sudan We
expect the growth rate in south Sudan to be higher than the rest of
east Africa ... in the region of 20-25 percent year-on-year ARM closed
at a New All Time High Yesterday share Data Graphs +75.624% 1 Year
Record High http://bit.ly/4slEGv



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  19-JAN-2011 ::  Rich Podcast 19th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Mindspeak Saturday 22nd January WestGate
SilverBird Cinema 1 Guest Speaker US Ambassador to Kenya Michael
Ranneberger Africa's Business in the c21st Its Free to attend and we
start at 1000 AM sharp. #Mindspeak 2010 RICH TV http://bit.ly/fcdqwk
#Mindspeak 2009 RICH TV http://bit.ly/6njRZS The View Point Rift
Valley Google Image Search http://bit.ly/hPMgM4 The Italian Church on
the way to Pembroke and Gilgil Google Image Search
http://bit.ly/hzzetF Mr Hu comes to Washington A Bipolar World.
People’s Republic of U.S. Treasury? http://on.wsj.com/hMKvGu #Euro 1
Month high 1.3448 #Aussie 1.0046 Apple Profit Rises 78% The iPhone is
Apple’s top-selling product, accounting for 39 percent of revenue last
fiscal year. The iPad accounted for 17 percent of revenue last
quarter.
The company has now sold 14.8 million since it was introduced in
April. “I don’t care who they get, there’s no way you can replace
Steve Jobs.” China's oil demand broke through the 10
million-barrel-a-day level in November for the first time. "China's
preliminary data show that apparent oil demand growth accelerated to
15.1% year on year in November, with all product categories posting
strong gains," the IEA said in its latest monthly Oil Market Report.
Crude 91.66 last Alan Whicker interviews Papa Doc #YouTube
http://bit.ly/4SxC2a Russia delays UN vote on I.Coast troops #Lukoil
exploring crude #Tunisia Stock Exchange Suspends Trading 2nd day to
“protect investors” Leila Trabelsi the Lady Macbeth of Tunisia
Guardian http://bit.ly/eN8AEP Leila Trabelsi fled #Tunisia with $50m
worth of gold bars #Africa She was working as a hairdresser when she
met her future husband #Tunisia 's Jasmine Revolution and how #mobile
phones helped it happen #csmonitor http://bit.ly/fiX9BD #Egypt #^EGX30
6,693.58 gets serious #Tunisia Blowback South Africa All Share +1.373%
2011 +15.872% 1 Year# Africa M&A surges to record $44 bln in 2010
Reuters Nairobi All Share +4.488% 2011 +30.145% 1 Year Price war
threatens industry: Safaricom CEO "We believe the industry will lose
revenue of 20-26 billion shillings as a result" Barclays #Kenya cut
200 predominantly management-level employees 5% of work Force Barclays
Bank Kenya share price data 3rd Quarter Results +30.587%
http://bit.ly/3FrB3X PE Trailing 14.222 Africa Tea Prices Advance to
an Average of $3.05 Per Kilogram Kenya flower export earnings down 15
pct in 2010 Ocampo invites three to The Hague Nation



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  18-JAN-2011 ::  Rich Podcast 18th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr #Tunisia 's Jasmine Revolution and how #mobile
phones helped it happen #csmonitor http://bit.ly/fiX9BD Thinking of
the Beach Massimo Vitali Photography http://bit.ly/g8R99g Exile sweet
exile Jeddah has of late "been plagued by torrential rain, overflowing
sewage, insects and now the Tunisian ex-president". Idi Amin who lived
in the Villa that Ben Ali occupies. Idi Amin I want to be remembered
as a Great Athlete - #Shanghai authorities demolished studio built by
Ai Weiwei Its speaks to a Neurosis, which is normally well concealed.
Aly-Khan Satchu military #helicopter hovers over #Tunis
http://bit.ly/hx0arA Cable tops 1.6 1.6009 last #Apple at 52 week High
$348.48 Preopen Goldman Sachs `Blindsided' as Facebook Placement
derailed in US This year, there will be 7 billion people on Earth on
31 October, to be precise And just 100 years ago, the human population
stood at 1.6 billion Contracts on Tunisia climbed to 184 basis points
from 120 IN 2011 Egypt jumped to 307.5 from 237 and Morocco rose to
159 from 125 Tunis SE Index -10.95% 2011 #Egypt ^EGX30 -3.248% Ivory
Coast Bondholders Must ‘Recognize’ Gbagbo 37.625 cents expiry of the
30-day grace period is on everyone’s radar screens Fitch Raises South
Africa’s Rating Massmart shareholders approve Wal-Mart offer
http://bit.ly/9ASLGt Nairobi All Share +4.295% 2011



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  17-JAN-2011 ::  Rich Podcast 17th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr An Interview on China TV CTV RICH TV
http://bit.ly/1mPS6v #Mindspeak Saturday 22nd January WestGate
SilverBird Cinema 1 Guest Speaker US Ambassador to Kenya Michael
Rannenberger Africa's Business in the c21st Its Free to attend and we
start at 1000 AM sharp #Mindspeak 2010 RICH TV http://bit.ly/fcdqwk
#Mindspeak 2009 RICH TV http://bit.ly/6njRZS I thank Alishia for
Todays Interview on CNBC Thank You http://bit.ly/eKHy8k The Hollow Men
TS Eliot http://bit.ly/aqB9sP Mistah Kurtz—he dead #Tunisia “a lesson
for countries where presidents and kings have rusted on their
thrones.” Tunisia's Jasmine Revolution, and how mobile phones helped
it happen http://bit.ly/fiX9BD "We are not afraid, we are not afraid,
we are afraid only of God," the crowds chanted "Aly-Khan, the
revolution is coming. The question is, can it be managed?" #Jasmine
Revolution will amplify two ways through the Maghreb towards holy
cities Saudi Arabia not unlike dry kindling, awaiting a
spark."...Therefore, send not to know For whom the bell tolls, It
tolls for thee..." "The current international currency system is the
product of the past" HU Euro 1.3273 rallied 3.7% last week Apple, Citi
and Goldman report this week.Crude 91.20 $100.00 1 Touch worth a Look
#Cocoa March 2011 crosses 3,000 again 3,019 last +3.19% Indonesia
Rating Raised by Moody’s to 13-Year High BA1 same as #Greece !
Indonesia’s 10-year dollar bonds gained after today’s upgrade. The
yield on the 5.875 percent note due March 2020 fell 10 basis points to
4.56 percent Muammar Gaddafi condemns Tunisia uprising Tunisia #Tunis
SE Index -10.9054% 2011 http://bit.ly/dF4CpB #Egypt Stocks Drop Most
Since November ^EGX30 -1.99% 2011 Nigeria’s Promise, Africa’s Hope
CHINUA ACHEBE Nigeria All Share Top performing Index World Wide
+10.111% 2011 The South Africa All Share is 1.718% away from its All
Time Closing High of 33232 from 2008 Nairobi NSE20 +2.685% 2011 #Tea
Prices have risen 10% so far this year Prices may rise as high as
$3.50 a kilogram at auction this year #National Bank shareholders to
get cash dividends after 12 years



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  12-JAN-2011 ::  Rich Podcast 12th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Bush's Poll numbers #Africa [v.high in fact] to
Wal-Mart to China #Mindspeak Saturday 22nd January WestGate SilverBird
Cinema 1 Guest Speaker US Ambassador to Kenya Michael Rannenberger
Africa's Business in the c21st #Mindspeak 2010 RICH TV
http://bit.ly/fcdqwk
#Mindspeak 2009 RICH TV http://bit.ly/6njRZS Macro Thoughts I am
looking for an Optimal Long Dollar Entry Point Lawrence Kudlow
http://en.wikipedia.org/wiki/Lawrence_Kudlow #China Shows Its Growing
Might J-20 Was Hu really flatfooted? "It was clear the civilian
leadership was uninformed" of the J-20 test US may cut Sudan from
'terror list' Aljazeera Quid pro Quo ? “In Haiti, people never really
die,” my grandmothers said you may hear their hushed whispers in the
wind #Haiti #Euro 1.3015 #Japan refers Hermes Birkin bag maker on Sale
? Price/Earnings 46.848 The #Predator LVMH #Moet Hennessy Louis
Vuitton SA PE 27.17 U.S. Department of #Agriculture report due
Wednesday #Breakfast Index #Cocoa +1.91% #Coffee +1.47% #Sugar +3.09%
#Tea Crude 91.64 Alaska Ivory Coast Taking ‘All Necessary’ Steps to
Pay Bonds 40.925 cents on the dollar 40.925 cents on the dollar Yield
to Maturity 15.65% #Tunisia unrest spreads to capital Aljazeera "We
are not afraid we are not afraid, we are afraid only of God" crowds
chanted Tunis SE Index -6.336% since 5th January +8.902% 1 Year
#Rwanda Economic Growth 6.5% 2011 #Angola 50 bps Rate Cut South
Africa All Share +1.7% Yesterday +13.642% 1 Year Kenya Power share
data and Rights Issue Results Total Subscription Performance 103.17%
ICC African Union Kibaki Raila Rea Vipingo reports FY Earnings EPS
1.12 versus 2.48 PE 15.803 Administrative Expenses 402.372m versus
352.647m = +14.100% #GreenWorld Development Inc modernizing #Kenya
#water system Kenya coffee fetches $1,008 per 50-kg bag Reuters Such a
performance last recorded in the 1996/97 crop Nairobi NSE 20 Share
Index +4.016% 2011 +37.85% 1 Y



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  10-JAN-2011 ::  Rich Podcast 10th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr 10 January - Kenya Markets - Aly Khan Satchu -
Rich Management CNBC http://bit.ly/gUzqlk Stone - YouTube
http://bit.ly/ibm0JU Milla Jovovich is a #Star http://imdb.to/glxgJm
US concerned over China's rapid development of new weapons new
ballistic missile that could theoretically explode an aircraft carrier
nearly 2,000 miles (3,200 kilometres) out to sea The Man Who Spilled
the Secrets VF.COM Julian #Assange #Wikileaks Whatever the fate of
#WikiLeaks itself the nature of the Internet guarantees that others
will continue to step into its shoes #Assange a fourth cache,
containing the personal files of all prisoners who had been held at
Guantánamo Euro 1.2886 ^DXY 81.12 Portugal, Spain and Italy all have
bond auctions scheduled this week ^DJIA rose 97.25 points, or 0.84%
Last week Crude 88.70 last Trans-Alaska Pipeline network was shut down
North Slope produces nearly 630,000 barrels of oil a day, about 9% of
total U.S. output. Orange Juice High Onion prices make Mumbai
investors teary-eyed Vegetable prices jumped 16% in the week to Dec.
25 from the preceding week and were up about 60% from the comparable
week last year. Onion prices, meanwhile, soared 23% week-on-week and
were up a staggering 82% from a year earlier. #Harem Dining #Istanbul
Belshazzar’s Babylonian feast
Balkan-Caucasus-Persian-Arab-Levant-Mediterranean fusion cooking
Voting begins in S #Sudan referendum #Aljazeera #Nigeria All Share
+5.647% 2011 #Tunisia 11 die in new clashes after weeks of unrest =
The #Maghreb Political Dispensation = Fragile Ben Ali has appeared at
the bedside of the dying vegetable seller, but has made no statement
Nairobi ^NSE20 +3.665% 2011 +39.085% 1 Year #Safaricom of #Kenya
Reduces Mobile-Phone Text Rates Bob Collymore at #Mindspeak
http://bit.ly/fcdqwk Geothermal firm drilling #Menengai Crater
http://bit.ly/hppT7Z lavas of the crater are trachytes, whereas
pumice, obsidian, and scoria form the rim. The crater is 8-10 km in
diameter and 485 m deep. (Courtesy of Kenya Geology)



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  07-JAN-2011 ::  Rich Podcast 7th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Macro Thoughts Buy Cote D'Ivoire $ 2.5% 2032 YTD
16% - Buy Dollar Calls Buy SSA Kim Jong-eun has Obama blinking The
Linguistics of Single Party South Korean puppet regime American
wirepullers Kim Jong-eun Laurent Gbagbo has blood on his hands Outtara
He has ordered assassinations of citizens by foreign agents #Euro
1.2977 Dollar on the Front Foot The $60 Million Dream House Materials
like mother of pearl rare marble Austrian oak Cotton prices surged
91% in 2010Victor Hugo "There is nothing like a dream to create the
future." Crude 88.56 Gold 1357.50 The Touch, the Feel—Of Rayon?
#Cotton surge brings #Rayon back #Sugar -6.09% yday Africa 's
impressive growth The Economist an analysis by The Economist finds
that over the ten years to 2010, six of the world’s ten
fastest-growing economies were in sub-Saharan Africa Over the past
decade the simple unweighted average of countries’ growth rates was
virtually identical in Africa and Asia. Over the next five years
Africa is likely to take the lead. In other words, the average African
economy will outpace its Asian counterpart. #Africa #Treasure amid
turmoil #FT http://bit.ly/hpY69U They should bust it wide open,” says
Aly-Khan Satchu, a Nairobi-based investment banker and a torchbearer
for recent Afro-optimism. Uganda shilling flirts with lifetime low
2,337 record Yoweri the Rap Star : "I was
given a knife/ I gave it to the people who harvested millet and they
gave me the millet. I gave the millet to the cattle keepers, who in
exchange gave me a cow." Agri Rap "The Confluence Between the New and
the Indigenous" Cote D'Ivoire Eurobond 38.25 16.64% YTM Ivory Coast’s
Gbagbo Seeks Mugabe Support Nigeria All share +7.00% 2011 “roughly” 10
times earnings Ethiopia imposes price caps to fight inflation 17
items including rice bread and sugar "The #bourse has simply exploded
out of the gates in 2011" Aly Khan Satchu #Kenya Nakumatt sees
turnover up 12 pct Big purchases like Walmart's "were a wake up to the
rest of the world
that Africa is popping up on the radar screens," said Aly Khan Satchu
“Soul Boy,” a coming-of-age tale from Kenya



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  06-JAN-2011 ::  Rich Podcast 6th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Treasures are found in Ruins Rumi Ahmadou
Kourouma Waiting for Wild Beasts to Vote Cote D'Ivoire policy of
"Ivoirité" "Once you have said that the anus of the hyena smells bad,
you have said it all." Goldman Flooded With #Facebook Orders would-be
investors to expect just a small fraction of the shares they requested
500 million monthly active users “Do not contact Facebook.” ^DXY 80.23
Last Euro 1.3111 Aussie below 1.00 at 0.9979 The U.S. data blew away
the estimates - This could be the 1st Half Story - World #Food Prices
Rise to Record .An index of 55 food commodities maintained by the Food
and Agriculture Organization climbed for a sixth month to 214.7
points, above the previous all-time high of 213.5 set in June 2008
#Mozambique #bread riots may be warning sign http://bit.ly/9AtLTm
#Crude 90.25 #Gold 1376.40 #Cocoa March 2011 INO 2852 -75 (-2.63%)
Betting on Ggagbo exiting Stage Left Mao Warhol so spooked by it that
he got up and shot at it twice “There is no question the election in
Ivory Coast was stolen by President Gbagbo,” Johnnie Carson “His
continued presence in the office amounts to a theft of the office.”
Egypt sees annualised Q4 GDP growth at 6-6.2 pct ^EGX30 +12.02% 1 Year
Nigeria Stocks Gauge Rises Most Since March on Amcon All share
+20.931% 1 Year Kenya shares to gain in 2011 NSE-20 index added 37
percent last year to close at 4432.40 points outperforming the MSCI
Frontier Markets index .dMI8600000P, which rose 19 percent in the same
period "I remain constructive on Sub-Saharan Africa equity indices and
on Kenya in particular where GDP is one powerful tailwind," said Aly
Khan Satchu African #Tea Prices Jump to $2.81 a Kilogram



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  04-JAN-2011 ::  Rich Podcast 4th January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr The #Star On The Road #Mombasa #Nairobi Road
http://bit.ly/g8h3jw that extraordinary #spaceship restaurant which is
so eerie #China BRICS up #Africa its number one African partner #Delhi
has decided that #Africa will be one of its three "major foreign
policy targets" in 2011BRIC set to contribute to about 49% of global
GDP growth 2020 South African economy $285 billion South #Korea ($830
billion) #Turkey ($615 billion) #Mexico ($875 billion) How do you
patrol the "global commons" in the Indian Ocean without a grip on the
Cape of Good Hope? Zuma pitched China Last Year http://bit.ly/agk8KF
President Jacob Zuma's #China #Posse (17 Cabinet Members and 300
businessmen) “We’re not getting resistance, we’re getting cakes,”
McCoy remarked The Toppling Propaganda has been a staple of warfare
for ages Walter Lippmann “Men respond as powerfully to fictions as
they do to realities
in many cases they help to create the very fictions to which they
respond.” pseudo-events South Korean Won at 1119.20 ^Kospi at a new
all time closing High ^DJIA 28 Month closing High #^Kospi Record Hope
springs eternal Lap Dancers Cheap Sperm Expose Hidden Secrets of
Prices The Price of Everything #China 2020 135 men #marriage age for
every 100 potential brides The sex ratio prompted households to save
more in hopes of giving their sons an edge in the marriage market.
$2.6 trillion #Silver at 30 Year + High Emerging Markets at 31 Month
High "It depends on how Gbagbo wants to handle it." Raila Odinga
Aljazeera "The question is, how
long will he be able to stay in power before he is financially
asphyxiated?" A lot of businesses are refusing to take cheques from
the presidency because they are worried they will bounce'' Ivory
Coast’s Eurobonds sank to a record-low 40 cents on the dollar 15.9%
YTM 2032 South Africa All share +15.811% 1 Year Less than 3% off its
all time just above 33,000 from 2008 Ghana All Share +32.32% 1 Year
#Ghana hikes fuel prices by 30 pct Ironic Kenya to arrest minister
for abuse of office Nairobi ^NSE20 +37.841% 1 Year GreenWorld Advises
on US $100 Million Property Project Kenya



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  03-JAN-2011 ::  Rich Podcast 3rd January 2011
  Matters #Financial and #Geopolitical from a #Frontier
http://bit.ly/9tXPDr Deep Tsavo http://twitpic.com/3jwb1e ZBIGNIEW
BRZEZINSKI visit by President Hu Jintao of China to Washington this
month will be the most important top-level United States-Chinese
encounter since Deng Xiaoping’s historic trip more than 30 years ago
Stalin’s message titled “Dizzy With #Success ” which warned against “a
spirit of vanity and conceit.” 21st century’s unprecedented global
interdependence Rand 6.612 Yen 81.35 ^DXY +1.5% 2010 euro hit an
all-time high against the dollar in April 2008 at 1.5981 fell to
$1.1917 on June 7 the yen rose 6.5% in 2010 ^DJIA +11.02% 2010 Goldman
Invests in Facebook at $50 Billion Valuation Dow Jones-UBS Commodity
Index, which tracks 19 commodities, rose 16.8% in 2010, after climbing
19% in 2009. It remains 11% below its level at the end of 2007 #Gold
+29.8% 2010 10th Up Year #Palladium +97.3% #Silver +83.8% silver
market's relatively small market size—$19 billion, compared with $170
billion for gold MSCI FRONTIER MARKET Index +19.0344% 1 Year Investors
in Ivory Coast’s Eurobonds will know on Jan. 3 whether the world’s
biggest #cocoa producer has defaulted on an interest payment as a
political crisis in the country deepens.Ivory Coast is due to make a
coupon payment of between $25 million and $30 million today on its 2.5
percent dollar- denominated bonds grace period until Feb. 1 41.67
cents 15.33% Yield 2032 Maturity ZAR South African bonds return more
than 26 percent in 2010 Uganda Stock Exchange +62.295% 1 Year Return
#Kenya Stocks Advance for First Year in Four



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