Viv Govender
@viv_govender
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Senior Analyst Rand Swiss, Financial Speaker/Educator, Wealth Specialist.
Johannesburg
Joined October 2011
Performance of Analysts' SA Stock Picks for November (16th) & Stock Pick Summary @BusinessDayTV #StockWatch Well done @WayneMcCurrie and @chantal_marx for picks on #NPN & $TKG. Also, it is neck and neck between @GaryBooysen @viv_govender and @AfrikanInvstr for 1st place OVERALL
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With about 40% unvaccinated, this will be a tough stance to maintain come election time.
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He knows TSLA is overvalued & needs a graceful way of reducing exposure without creating a sell-off.
Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock. Do you support this?
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This by far the biggest issue in SA and the government has no realistic plan to deal with it.
#Unemployment SA's unemployment rate increased to 34.4% in the second quarter of 2021. There are now approximately 7.8 million people classified under the "official" unemployment rate.
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If the terminator moved like this it would have been a very short movie.
Parkour is the perfect sandbox for the Atlas team to experiment with new behaviors. Through jumps, balance beams, and vaults, we push Atlas to its limits to discover the next generation of mobility, perception, and athletic intelligence. https://t.co/xZRNVnhrkc
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Prediction: AI will cause the price of work that can happen in front of a computer to decrease much faster than the price of work that happens in the physical world. This is the opposite of what most people (including me) expected, and will have strange effects.
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This is bad news. If we don’t up our vaccination rates we could be dealing with a far worse disease soon.
Coronavirus #FactsVsMyths | “The Delta variant is more transmissible than Alpha variant and causes more severe disease and increased hospitalisation”: Eric Feigl-Ding (@DrEricDing), Senior Fellow, Federation of American Scientists, on Delta variant #COVID19
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Top Analyst Stock Picks (of South African stocks) for May and Overall (April-Present). Well done to @DrieksCombrinck @davidshapiro61 @gerbrand_smit @alexduys @viv_govender . Thanks again to Stock Watch for the amazing program! @alishiaseckam @GTalevi #StockWatch
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US Non Farm Payrolls, massive disappointment and the previous numbers revised lower. Average hourly wage rising. US treasury yields fall, equity futures spike.
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[POLL] How worried should we be about the US 10 year treasury yields as they're moving higher? 'This time the money being pumped into the economy is going to be spent, it is different to 2008 and will drive inflation' - @viv_govender
#MoneywebNOW
@SimonPB #dailypoll
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Did we dodge a bullet?
JUST IN: Norway has suspended use of the AstraZeneca coronavirus vaccine
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Short and rather boring. Nothing much to complain about. #BudgetSpeech2021
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[LISTEN] #MoneywebNOW
@chantal_marx preferred retailers & British American Tobacco value Charlie Dutton @ninetyone_sa on China as it powers ahead & can no longer be ignored as an investment destination @viv_govender @RandSwiss on the oil surge #JSE
https://t.co/ETNQrAhtyW
moneyweb.co.za
FNB's Chantal Marx talks the state of retailers and BAT ... it's cheap, are you buying? Charlie Dutton of Ninety One on investing into China and Viv Govender from Rand Swiss chats oil; what’s driving...
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Poland plans to make censoring of social media accounts illegal
theguardian.com
Following Trump’s Twitter ban, Polish government wants to protect posts that do not violate nation’s laws
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Democrats very likely to win both seats in Georgia. Giving them 50 put of 100 senate seats. Since this is a draw, the tie breaking vote goes to the VP. Effectively making the US Congress, Senate and Presidency Democrat controlled. Historically this is bad for markets.
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[LISTEN] On #MoneywebNOW this morning, Nick Kunze from @sanlam on 2020's wildest market events & what’s in store for 2021. @viv_govender of Rand Swiss on Telsa and global geopolitics under the pandemic, with @SimonPB #podcast #finance
moneyweb.co.za
Nick Kunze from Sanlam on the wildest market events of 2020 and what’s in store for 2021. Viv Govender of Rand Swiss on Tesla and global geopolitics under the pandemic, as China pulls ahead and...
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[LISTEN] #MoneywebNOW
@NickKunze2 in a year of crazy markets, negative oil was the craziest. @viv_govender on China, US and why the EU continues to lag. #JSE #invest
https://t.co/0LphviVhZe
moneyweb.co.za
Nick Kunze from Sanlam on the wildest market events of 2020 and what’s in store for 2021. Viv Govender of Rand Swiss on Tesla and global geopolitics under the pandemic, as China pulls ahead and...
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After the inclusion of TSLA, the market-cap weighted 2-year forward P/E of the S&P will rise from 28.9x to 31.0x
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