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market fear

Prediction, in the end, is mere speculation

Prediction, in the end, is mere speculation

At the risk of committing career suicide I would like to admit the following.  I have no idea the affect Trump will have on our share market over the next few months…..I can hear the response “What! You don’t know.

mw@dmin March 30, 2017July 20, 2017 Investor Behaviour, Market behaviour, Market Drivers 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

Crazy Investor Behaviour

Crazy Investor Behaviour

The following is a quote from a Bloomberg article titled “China’s Tech Stocks Enter Bear Market as Rally Leaders Punished.” “The correction makes as little sense from a fundamental point of view as the way up,” said Mikio Kumada, a

mw@dmin July 2, 2015October 27, 2016 Investment Strategies, Investor Behaviour Read more

Reversing a Trailer

Reversing a Trailer

“It’s like reversing a trailer”, is one of the best analogies for following your intuitive thinking when it comes to investment decisions.  You have to “turn” the other way to go in the “direction” you want. This week I want

mw@dmin April 30, 2015October 26, 2016 Investor Behaviour, Market behaviour Read more
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