politics

Debt spiral – deal with it now or never

“Never let a good crisis go to waste”. Winston Churchill Have you ever stood on a cliff and felt the way your mind and body respond to the threat of being one step away from sure death? It is a

Trade wars lead to MAED

The cold war between Russia and the USA was premised on a critical acronym known as a MAD, which stood for “Mutual Assured Destruction” in reference to the nuclear arsenal of each country and that any hot war between them

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

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

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….

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

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”.

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