The trend is your friend
Because we don’t know what will happen in the future, we base our expectations for the future on the recent past and, in fact, create our own reality.
Mixed start to the year
We are 20 days into the new year and we have mixed results out in the market. There are already some stocks down double digits, notably Mr Price and Woolies. On the other hand we see a stronger rand, 4% up against the $. The S&P500 in the USA is flying at +5% and even […]
Welcome to 2019
We had great expectations for 2018 but things went wrong and we ended the year 12% down on the JSE All Share Index. The rand weakened by 15% against the US$ to end the year on R14,42/$, which helped our international investments but after a good year the US markets also collapsed in November and […]
