The Rabbit Hole - South Africa GDP Part 2

2 years ago
37

In part 2 of the research, I gloss through some of the things I go through in order to come to trade. This is not fully indicative of how I trade, but just a very slight intro to how I look at things from a macro perspective. There is a tremendous amount of more work that goes on behind the scenes and it's up to you to pick up what you deem useful as a way to interpret information.

Martinirita Discord:
https://discord.gg/7dxK3vG

TheStockGuy Discord:
https://discord.gg/TheStockGuy

"Crusade - Heavy Industry" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
http://creativecommons.org/licenses/by/4.0/

Wikipedia:
https://en.wikipedia.org/wiki/Economy_of_South_Africa

GDP Links:
https://tradingeconomics.com/south-africa/gdp-growth

https://ycharts.com/indicators/us_total_market_capitalization

https://fred.stlouisfed.org/series/DDDM01USA156NWDB

https://www.ceicdata.com/en/indicator/south-africa/market-capitalization--nominal-gdp#:~:text=South%20Africa's%20Market%20Capitalization%20accounted,260.2%20%25%20in%20the%20previous%20year.

https://fred.stlouisfed.org/series/DDDM01ZAA156NWDB

https://wits.worldbank.org/CountryProfile/en/Country/ZAF/Year/LTST/Summary

Articles:
https://www.nap.com/investors/palladium-market/#:~:text=the%20near%20future.-,Demand,emissions%20to%20protect%20the%20environment.

https://www.northernminer.com/analysis/global-platinum-demand-to-decline-7-in-2020-according-to-globaldata/1003823962/#:~:text=%E2%80%9CBetween%202020%20and%202024%2C%20overall,and%205.5%25%20over%20the%20period.

https://platinuminvestment.com/files/786933/WPIC_Platinum_Quarterly_Q3_2020.pdf

EquityClock:
https://charts.equityclock.com/palladium-futures-pa-seasonal-chart

https://charts.equityclock.com/platinum-futures-pl-seasonal-chart

http://www.equityclock.com/
EquityClock is a Seasonal Analysis service provided by a man named Jon Vialoux. I am not sponsored by them but I do like the analytics and services they provide and if you're curious please check them out. They do a lot of good work

Timecode:
0:00 - Recap
0:35 - Disclaimer
0:55 - Ad Time
1:11 - TL:DR
2:25 - Imports and Exports
4:08 - South Africa GDP
5:53 - GDP To Market Cap Ratio, A Warren Buffet Indicator
10:56 - Why I Chose The Metals Sectors
12:12 - Focus on Their Mining Export Sector
18:06 - Seasonality / EquityClock

Loading comments...