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South Africa
Joined March 2010
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Orange = world stocks ex USA Blue = #SP500 A definitive decoupling on 1 Jan 2026. Exceptionalism? Follow the money.
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If You Understand This Map, You Understand Africa’s Future If you look at Africa through this kind of population density map, you start seeing something deeper than dots on a continent. You’re looking at where people choose to live when left to their own incentives, where water is reliable, where food can be grown, where trade naturally flows, where elevation cuts the heat, and where a day’s work has the best chance of paying off. And once you know how to read that pattern, the whole continent reorganizes itself in front of you. Instead of 54 countries, you see three massive demographic engines forming on their own terms. Africa’s Three Natural Power Corridors The West African corridor From Abidjan to Lagos and inland to Kano That glowing belt is one of the most important facts in the 21st century global economy. Tens of millions live along that coastal strip because that’s where the rainfall is kinder, the port access is natural, the soil is usable, and the informal economy is unbelievably dense. If governance stays even halfway functional, this region becomes one of the biggest urban networks on Earth. The Nile Horn And Great Lakes Arc The bright spine along the Nile, the Ethiopian highlands, and around Lake Victoria is a 4,000 year old trade corridor that only looks new on a modern map. People settle here because altitude cools the air, rivers solve the water problem, and fertile land makes population density sustainable. It’s one of the few regions in Africa where population density and food production can actually scale together. Southern Africa’s triangle: Gauteng, Coastal KZN, Cape Town This cluster glows not because the land is perfect, but because the industrial base is. Johannesburg Pretoria is the economic engine, Durban is the shipping artery, and Cape Town is the brain trust. This region has the best infrastructure to population ratio on the continent, which is why it holds so much of Africa’s formal GDP. My Read The glowing clusters are Africa’s economic destiny zones. They tell you where transportation networks want to develop, where capital naturally gravitates, and where political stability pays the highest dividends. The harsh truth is if these regions get reliable electricity, functioning ports, and even moderately effective governance, Africa will experience one of the largest urban demographic booms in human history. If they don’t and if power grids crumble, food prices spike, or climate pressure gets worse these same density belts become engines of migration, instability, and political volatility. Population density is not just about where people live. It’s a map of future opportunity, future conflict, and future capital flows. And this map is telling you exactly where Africa’s next 30 years will be decided.
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The biggest problem for users with AI models right now is the absence of real version control. Day to day, it feels like talking on the phone to a consultant (or close friend in some cases) who is undergoing live lobotomies while you speak. Full essay: chrispreen.medium.com/ai-mod… #GPT4O #keep4o #4oforever #GPT5
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AI incidents have surged 20x since 2022. @EYnews & @ACCANews warn: without robust governance, conformity & performance checks, trust in AI will erode. accountancyage.com/2025/08/0… #AI #ACCA #EY #AITrust
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Credit Spreads blowing out (chart below). Together with the MOVE index surge (previous tweet) and UST sell off, its looking very much like a liquidity event is brewing.
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Government and revenue: VAT delayed the budget, but an increase is still likely tinyurl.com/bdcub5bn
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The Universe of Financial Statements 🪐🌑☀️
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Altvest Capital said it will become the first listed company in Africa to adopt Bitcoin as its primary reserve asset. Altvest Capital is a South African investment management company. bloomberg.com/news/articles/…
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US President Donald Trump's top trade pick has batted away questions on the future of a trade deal that provides SA companies with $3.6 billion (R70 billion) worth of duty-free exports to the US, telling senators he can't yet take a stance on the AGOA. brnw.ch/21wQQKF
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[Public Tax Alert] Whether you are an individual, trust, or company with a February year-end, do not forget that your provisional tax payments are due in just 10 days! Ensure you meet your obligations on or before Friday, 28 February 2025 to avoid penalties and keep your taxes in check. If you are a SAIT member, struggling with a tax issue, let our specialists assist you—the SAIT Tax Helpline is free for members! Click here to access our Helpline: join.thesait.org.za/tax-help… Not a member but need tax advice? Sign up as a SAIT affiliate and get access to our expert Tax Helpline: join.thesait.org.za/affiliat…
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President Donald Trump's possible pick for US ambassador to SA, Joel Pollak, says the country must abandon race-based policies and align with the US on Israel and China if it is to continue to benefit from aid and special trade arrangements. brnw.ch/21wQsfR
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SA’s real retirement age is 80, according to Sanlam Corporate’s recent findings - tinyurl.com/mwrusjs6 @sanlam
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Now even small businesses can have their own AI setup. This is revolutionary
Complete hardware + software setup for running Deepseek-R1 locally. The actual model, no distillations, and Q8 quantization for full quality. Total cost, $6,000. All download and part links below:
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The promise of decentralized ai has finally arrived. It wasn’t in decentralized compute. It wasn’t in decentralized data. It is in decentralized access to building monetizable ai agents #DeAI #AIAgent
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It can even take #Sars up to 92 days to adhere to recommendations arising from complaints successfully addressed by the tax ombud. #Moneyweb #Tax ow.ly/Meha50U1Tux
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The cat fights on twitter are hilarious right now 🤣
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