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Synthesise the noise rationally

Synthesise the noise rationally

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

mw@dmin August 30, 2018August 30, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

This is just the darkest hour before dawn

This is just the darkest hour before dawn

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….

mw@dmin August 2, 2018August 2, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

US rate hikes won’t affect our ‘Ramaphoria’ dazzle

US rate hikes won’t affect our ‘Ramaphoria’ dazzle

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

mw@dmin March 15, 2018March 15, 2018 Market behaviour, Market Drivers Read more

Predictions materialised

Predictions materialised

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”. 

mw@dmin February 1, 2018February 1, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

Volatility provides opportunities

Volatility provides opportunities

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

mw@dmin November 9, 2017November 9, 2017 Market behaviour, Market Drivers, Personal Finances, Tax Read more

Leadership uncertainties

Leadership uncertainties

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

mw@dmin October 26, 2017October 26, 2017 Investment Risk, Market behaviour, Market Drivers, Uncategorized Read more

Wide portfolio cushions against volatility

Wide portfolio cushions against volatility

The million-dollar question for South African investors is the exchange rate.  The reason for this is that 50% of the JSE’s overall earnings is now generated from overseas. A weaker rand translates into higher earnings and thus higher share valuations.

mw@dmin October 12, 2017October 12, 2017 Market behaviour, Market Drivers, Uncategorized Read more

Political ping-ponging as economy weakens

Political ping-ponging as economy weakens

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

mw@dmin May 25, 2017July 20, 2017 Market behaviour, Market Drivers Read more

Zuma-saga: We only hope sanity prevails

Zuma-saga: We only hope sanity prevails

Why all the fuss over the recent cabinet reshuffle and the firing of Pravin Gordhan (PG) as Minister of Finance.   Quite simply the treasury has been “captured”; the next institution under threat would be the Reserve Bank and then the

mw@dmin April 13, 2017July 20, 2017 Investor Behaviour, Market behaviour Read more

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
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