• Monthly Archives

    September 2019

    The last quarter of 2019

    By | Economy

    We will soon be in the last quarter of 2019, from where we will be looking back at mixed results after we started the year with high expectations for a recovery in our economy and our political situation. Read More

    You are not alone

    By | Economy

    If you have been cutting back on eating out, or driving around, or even going to your supermarket for grocery shopping, you are not the only one. The graph below from economist Mike Schussler shows that people are eating out much less than in the past. Read More

    Has spring finally arrived?

    By | Uncategorized

    You know spring has finally arrived when you open the door and feel a gentle warmth in the air instead of the biting cold of winter. The same feeling is in the air when we open the door, so to speak, to look at recent developments in the South African financial markets – although the same can unfortunately not be said of the political and social environments.

    We have seen some big l Read More

    Choosing the winners and the losers

    By | The Market

    One of the most important strategies in investing, is getting the investing cycles right. To see if you are one of the few people who can do this, take the above chart of the year-to-date price and performance figures of the top 41 companies in South Africa and make your prediction on how this picture will look in one year from now, i.e. on 30th August 2020.

    Read More

    Make no sudden moves

    By | Investments

    As investors we see only the latest news and make that our reality. We also tend to react emotionally to the current news and sometimes even act on these emotions, resulting in good or bad outcomes that cannot be attributed to prudent research but rather to merely good or bad luck. Read More