I would like to start this article with a fact that is not a Trump falsehood; the share market will provide investors with the best return given time. Why then does investing in the share market currently feel like a
As a 20 year old backpacker hitchhiking through Europe I had planned to run with the Bulls in Pamplona Spain, unfortunately I never made it to Spain. But thinking back as a fearless or stupid youngster this was probably a
Investors always want to know the reason for why the market and / or currency went up or down. If we can explain it then we think we can control it, which makes us feel a lot better than the
I received an email from a client titled “Panic Attack”. The gist of the concern being land expropriation and more specifically news flow iro land invasions in Randburg in which several farms were supposedly taken by force. When I googled
Our politicians will do well to remember that economics drives politics and not the other way around, unless of course you are a dictatorship. Just ask Marie Antoinette what happens when you run out of bread or was it cake….
If you are disappointed with returns from your investment portfolio over the last quarter, then that probably means you have a well-diversified strategy with plenty of exposure offshore. If that’s the case, then you shouldn’t worry too much about the
The strength of a countries currency can be viewed as a proxy for the price of the country. Just like with any investment you must differentiate between price and value. Price is what you pay and value if what you
A while ago I wrote an article trying to explain why lower interest rates should drive up asset prices. I quite sure you won’t remember the article as you probably fell asleep while reading it. The article explained how future
At the risk of committing career suicide I would like to admit the following. I have no idea the affect Trump will have on our share market over the next few months……I can hear the response “What! You don’t know.
I vividly recall attending an investor feedback session with a hotshot offshore manager whose fund had performed terribly. After taking some criticism from the hostile audience he totally lost it, raising his voice he stated that “it was only numbers”.