It's a good question.
Global investors are currently flocking to the large developed market technology companies.
Facebook, Amazon, Apple, Google, Netflix, Microsoft and Nvidia have all shown incredible year-to-date returns.
The low interest rate environment post-Covid has once again sparked a global hunt for yield. And, since fixed-income returns are in the toilet, conservative invest... ››› Read more
“Buy when there's blood on the streets!”
“Be fearful when others are greedy, and greedy when others are fearful.”
As we've been faced with the current crisis, I'm sure you've heard many commentator's say now is the time to buy into shares. Shares are at decade long lows, and the cheapest they've been in a generation…
During the week I read a letter that a client sent his brok... ››› Read more
Q. Timon is the Average Directional Index indicator a good one for determining the trend for the JSE All Share Index? What are your thoughts?
A. You know Mark, I wish I got more questions with regards to indicators…
I know I am a breakout trader by profession, but I love to analyse using other indicators when looking at the charts.
Before we do the analysis, I need to let my readers ... ››› Read more
The local currency is on FIRE.
At 19:00 on Wednesday night, President Cyril Ramaphosa announced South Africa would be moving to level 1 lockdown. One hour later, US Federal Reserve policy makers indicated they are expecting US interest rates to remain at almost ZERO until the end of 2023.
Wowza that is dovish!
We have economies opening up and we have central bankers bunkering down.
... ››› Read more
Market sentiment has improved since President Trump's release from hospital, and we head into third quarter (Q3) earnings season.
Analyst forecasts on the S&P500 (a gauge for global equity markets) signals a potential decline of 20.5% for Q3, this would be the second largest Q3 decline since 2009.
Analysts expect a decline in earnings in the fourth quarter of 11.8%, and a return to earning... ››› Read more
“Where should I put my money to generate a decent return in a year?”
This is pretty much the most common question I get asked from people who want to make a consistent income.
If you put your money in the bank, you're lucky to earn a mere 5% annual return. However, if you consider the inflation rate and the costs to pay, it drops down to less than 2%.
If you invested your money in ... ››› Read more
If you type in ‘value investing' in Google, you'll find numerous articles claiming “value investing is dead”.
It's no surprise investors feel this way.
Growth stocks like the tech superstars have by far been the biggest winners in recent years - significantly outperforming their value peers.
With the continuous advancements in technology, you'd expect growth stocks to continue th... ››› Read more
Right now, the agriculture sector is one of the spots of excellence in South Africa, and its being treated very well thanks to a double whammy of record-breaking harvests, and increasing commodity prices.
This is good news for the SA economy.
It means the agricultural sector could employ more people, putting money in the consumers' pocket. It means there are many supporting businesses and ... ››› Read more
“Timon do you believe that with the second wave of COVID-19 cases in Europe will also cause the price of Brent Crude to drop in price?”
A. Absolutely! Thank you for reminding me Joe.
In fact, it’s one of the main factors I forgot to mention in this week’s article.
In the last month, we have seen a resurgence in infections throughout Europe.
We have see... ››› Read more
Chances are you know of Warren Buffett.
But do you know Buffett's right-hand man, Charlie Munger?
Most people are familiar with Munger from his association with Buffett.
For 50-plus years, Munger has been the vice chairman at Berkshire Hathaway. And his eye for great investments has helped Buffett grow Berkshire into a $514 billion investment giant today.
But I don't want to talk a... ››› Read more
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