My track record in the Nigerian equities market: some of my big wins. I leverage information asymmetry in the market to capture significant gains. Most of the names here are not the typical names often covered by analysts. Meanwhile, I have an expansive set of data that captures the numbers of these companies. Therefore, when I see any unusual trend, I dig further and position. The philosophy is to identify inefficient companies in relatively good sectors but are in a restructuring process. Whilst they are restructuring, the market tends not to pay attention, and this is where I place my bet. By the time the market realises that the coys are indeed serious, boom! Think about this sort of investing approach as distressed investing kinda stuff. In some cases, the market indeed sees the opportunities, but the liquidity of some of these stocks may constrain some PMs from allocating capital. But for individual investors like me, I can still enter and come out. Because I go out in times of strong momentum, liquidity is often good (the downside is that I tend to leave some money on the table as some of these names eventually do more than my exit price).

Targeted support, not subsidies, can best protect people when inflation surhes: imf.org/en/blogs/articles/20…

Europe is just moving from one issue to another. No rest since the last two decades.

Private equity is playing an increasingly active role in tech sector exits. Matt Gehl, co-head of International Tech Investment Banking, spoke with Bloomberg at our Tech Stars Conference about the rise of private equity buyers, the shift toward acquiring VC-backed companies, and how these trends are shaping new exit strategies across global markets. spr.ly/6018BG2f4j

#Themathofinvestmentreturns 🎯

For the first time ever, domestic investors accounted for up to 95% of transactions in the Nigerian equities market (in August 2026).

Nice, nice, nice...

Interesting...

This is not factual though. First, what is the context of "most successful"? ▪︎ Profit growth? ▪︎ ROE? ▪︎ Share price growth? You'd rarely see a bank in top 5 across any of these metrics. "Economy that is not working well" may be a valid convo. But the example/reference/evidence is not it.

I want to profusely thank all the lovers of Lagos, all of whom have refused to major on the minor. Thank you for the outpouring of love and support. Your encouragement gives me the energy, courage and faith to keep believing that, one day, our country will be great. As usual, the APC has resorted to its familiar strategy of distraction. Its loudest voices are not talking about the impact of their government on the people of Lagos. They are not telling Lagosians how they have made their lives better. They are not talking about the state of our roads, the worsening flooding, the housing crisis, the lack of reliable public water, the traffic crisis or the growing filth across our city. Instead, they want us to major on the minor. They did the same thing in 2023. And despite all their claims, they still resorted to thuggery, intimidation and violence to force their way into office. It was state-sanctioned terrorism using the same culture of thuggery that remains one of the biggest problems confronting ordinary Lagosians today. Why won’t the APC confront this problem? Because they depend on the same thugs and the same culture of political violence to force their way into power. When a political party knows that it cannot win the confidence of the people on the strength of its record, it becomes dependent on intimidation and coercion. Our roads are worse. Flooding has become a bigger problem. Rents have continued to rise, while affordable housing remains grossly inadequate. They have effectively given up on solving the traffic crisis. Now, instead of admitting failure and fixing the problem, they tell us that traffic is a “lifestyle.” There is no reliable supply of public water. And in many parts of Lagos, the city is as dirty as it was under Governor Tinubu. Under Governor Fashola, Lagos was operating more than 1,000 PSP trucks. After more than 12 years, you would expect the system to have expanded significantly. Instead, we are now down to roughly 200 trucks. Why? Because the problem is not simply a lack of trucks. It is a system that has been weakened by corruption, poor management and alleged racketeering around diesel, truck leasing and waste collection. That is why Lagos stinks. And this is the point I want Lagosians to focus on: we must stop allowing them to change the subject. The question is not who can shout the loudest. The question is, after all these years in power, have they made Lagos better for the ordinary Lagosian? That is the conversation we should be having. That is the conversation they want us to avoid. And that is exactly the conversation we must continue to have. Let's make Eko Great Again

“50+ combined years of experience” A very, very useless metric.

The context is the transmission effect. It is about how deeply interest rates and debt valuations are embedded in the financial system. When bond yields move sharply upward. Existing bond prices fall, but the consequences go beyond bondholders. Higher yields: ✍︎ raise the risk-free rate and therefore the discount rate used to value equities ✍︎ increase the government’s refinancing cost ✍︎ raise corporate borrowing costs ✍︎ weaken the economics of leveraged businesses ✍︎ affect banks' securities portfolios ✍︎ change pension and insurance portfolio values ✍︎ can tighten credit conditions across the economy. This may be the context. Generally, bonds are not as volatile as stocks. A stock can lose 30% in days, whereas a government bond might move only a few percentage points. But the bond market operates on an enormous stock of financial assets and sits underneath a lot of leverage.