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Market behaviour

More relief expected for consumers

More relief expected for consumers

Eight years after the global financial crisis the world economy is expected to have its best year as broad based synchronised growth takes hold across the globe.  Even SA is expected to deliver growth of around 1.5% vs. a dismal

mw@dmin March 16, 2017March 16, 2017 Market behaviour Read more

Defining risk, counter-intuitive thinking

Defining risk, counter-intuitive thinking

Blame it on a mid-life crisis, but I recently acquired a motorcycle much to my mother’s dismay.  I vividly recall the same response from her some 32 years ago when my Dad agreed to me getting a 2nd hand 50cc

mw@dmin February 16, 2017February 16, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Market behaviour Read more

How best to survive doldrums

How best to survive doldrums

The doldrums are noted for calm periods around the equator when the winds disappear, trapping sail-powered boats for periods of days or even weeks.     There are many stories told of sailors going completely crazy while desperately hoping for wind and

mw@dmin December 15, 2016December 15, 2016 Investment Strategies, Market behaviour, Market Drivers Read more

Foreign investment headwind

Foreign investment headwind

It is interesting how Rand weakness seems to negatively affect our collective psyche and overall sentiment, notwithstanding that most South Africans probably don’t understand the full implications of currency weakness.   Maybe it’s our fears of becoming a banana republic like

mw@dmin December 1, 2016December 1, 2016 Investment Risk, Investment Strategies, Market behaviour, Market Drivers Read more

Don’t follow the short-term herd

Don’t follow the short-term herd

The problem with having written this column for 15 years is that you eventually start sounding like a broken record, for millennial readers that is those vinyl black things in a cardboard box in the garage.   The thing about successful

mw@dmin November 17, 2016November 17, 2016 Investor Behaviour, Market behaviour Read more

Current account deficit a faint glimmer of hope

Current account deficit a faint glimmer of hope

Here appears to be rumours doing the rounds predicting an almighty crash of the rand on the back of rating downgrade expectations for later this year.  S&P rating agency are expected to announce heir SA sovereign rating review early in

mw@dmin September 22, 2016October 26, 2016 Market behaviour Read more

You cannot unsee what has been seen

You cannot unsee what has been seen

The title of this week’s article refers to a comment made by a Coronation Fund Manager in reference to the indiscriminate firing of Minister Nene by President Zuma and then the subsequent reversal four days later when Des van Rooyen

mw@dmin August 25, 2016September 26, 2016 Market behaviour Read more

A Financial world that has gone crazy

A Financial world that has gone crazy

A recent article published on Bloomberg referred to the cooling of the hottest residential property market in the world, no not the Atlantic Seaboard, but Sweden, which is apparently up 44% over the last few years. This should come as

mw@dmin July 28, 2016September 26, 2016 Market behaviour Read more

Is end of Zuma debacle in sight

Is end of Zuma debacle in sight

I have generally avoided politics in my articles believing that politics and governments don’t really affect long-term investing; however the current political situation and policy crisis, which go hand in hand, in certainly a factor investors need to keep firmly in

mw@dmin July 14, 2016September 26, 2016 Market behaviour Read more

Bulls and Bears in the money game

Bulls and Bears in the money game

I have not yet seen the movie “The Revenant” for, which Leonardo DiCaprio won the Oscar for Best Actor, but I have been told the scene when the bear attacks him is excruciating to watch and goes on forever and

mw@dmin March 10, 2016October 27, 2016 Market behaviour, Market Drivers Read more
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