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
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
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”.
With the US stock market now entering its 9th year in a bull market phase, it’s probably a good idea to reflect on some old age wisdom, which is nicely explained in the following quote; Bull markets are born on
You had to feel a little sorry for our newest finance minister when he presented the recent mini-budget. Stuck between “a rock and a hard place” with no room to manoeuvre. SA has literally hit its fiscal cliff with the
As investors we are taught not to let macro factors overly influence our investment decisions. There is empirical evidence suggesting that even if you can correctly call a macro event like Brexit it is still impossible to know how the
The rating downgrade is not the concern, but the reason for the downgrade is. Rating agencies primarily consider two critical factors when issuing a credit rating. Firstly, your ability to pay back the debt and secondly your willingness. How does
The recent political rhetoric or should I say open warfare between the premier league a.k.a. Zuma and cronies vs. the reformists is heating up rapidly and likely to get a lot worse before the ANC elective conference in December. The