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market fear

Study shows SA globally misconstrued

Study shows SA globally misconstrued

The World Economic Forum published research, which shows SA to have the highest misperception score in the world in respect of people’s incorrect perception of what is going on versus reality.   Like any statistic there is a risk of

mw@dmin November 8, 2018November 8, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

Now, don’t develop hindsight bias

Now, don’t develop hindsight bias

Don’t congratulate yourself or berate yourself too much your choices are half chance.  This is one of those great wisdoms of life, which can be applied to every aspect of your daily living including your investment successes and failures.  

mw@dmin October 25, 2018October 25, 2018 Investment Risk, Investor Behaviour, Market behaviour, Uncategorized Read more

Patience will secure you desired long-term returns

Patience will secure you desired long-term returns

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

mw@dmin October 11, 2018October 11, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

No rational decision behind buying, selling

No rational decision behind buying, selling

Investors always want to know the reason for why the market and / or currency went up or down.  If we can explain it then we think we can control it, which makes us feel a lot better than the

mw@dmin September 13, 2018September 13, 2018 Market behaviour, Market Drivers Read more

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

Think before changing proven strategies

Think before changing proven strategies

The most important factor in successful investment is your behaviour and it’s the hardest thing to manage, because it is usually driven by irrational thinking and the failure to learn from past mistakes. No matter how much evidence is provided

mw@dmin July 19, 2018July 19, 2018 Investment Strategies, Investor Behaviour, Market behaviour Read more

Thinking long-term pays dividends

Thinking long-term pays dividends

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

mw@dmin April 26, 2018April 26, 2018 Investment Risk, Market behaviour, Market Drivers Read more

Price mustn’t be confused with value

Price mustn’t be confused with value

The strength of a countries currency can be viewed as a proxy for the price of the  country.  Just like with any investment you must differentiate between price and value.  Price is what you pay and value if what you

mw@dmin April 12, 2018April 12, 2018 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
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