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  • Special Update: The looming global food crisis. And what to do about it.
  • Special Update: The looming global food crisis. And what to do about it.
    A few weeks ago, I made a rather extreme prediction. I predicted the world would be entering a period of greater instability triggered specifically by food price increases. Normally I would wait a little longer before writing a follow up, but things are changing rapidly on the ground. Over the last week or so, we've seen upticks in instability across much of the emerging world. Protests have er... ››› more
  • [21 April 2022]
  • What's going on with Zeder?
  • What's going on with Zeder?
    Zeder is a little investment holdings company on the JSE. For years it was a core shareholder in Pioneer Foods (acquired by PepsiCo). It also holds a number of other interesting agricultural businesses as well… But the company's share price is down 62% in the past five years. What's going on? And is there an opportunity to profit? -----------------------------------------------------------... ››› more
  • [21 April 2022]
  • This overlooked material is key to the EV Boom
  • This overlooked material is key to the EV Boom
    Electric vehicles (EVs) are becoming more popular. Nearly every automaker is debuting at least one new EV model this year. These models range from affordable sedans to luxury SUVs to super trucks. By appealing to every type of car owner, EV growth should exceed most forecasts. But this growth also comes with concerns over the supply of key battery materials. The ones that dominate t... ››› more
  • [21 April 2022]
  • Should you be adding protection to your portfolio?
  • Should you be adding protection to your portfolio?
    There are many economic signals that can accurately predict a recession. A few weeks ago, I wrote about the “inverted yield curve”. It's a very strong predictor that economic growth will contract in the short-term. Rapidly rising oil prices are another excellent indication that recession is hovering just over the horizon. Historically speaking, high inflation combined with low unemp... ››› more
  • [14 April 2022]
  • An “under-the-radar” stock:
  • An “under-the-radar” stock:
    One electric vehicle maker is on a mission. The mission? To become the creator of the world's most sustainable vehicle! And, the company is well on course to achieve this... An EV to rival Tesla's Fisker (NYSE: FSR) is a US EV manufacturer aiming to develop the world's most sustainable EV on the market - the Ocean SUV. Some of the sustainable feature include… Full length sola... ››› more
  • [13 April 2022]
  • Three stocks that are likely to be pummelled by high grain prices
  • Three stocks that are likely to be pummelled by high grain prices
    In dollar terms the price of corn is up 37%, and that of soybeans is up 36% in the past six months. We've also seen wheat soar 40% in the past six months. And this is because of the war between Russia and Ukraine as both these countries are large exporters of corn and wheat. While this will definitely have an effect on inflation and food prices, large increases in grain prices have an eve... ››› more
  • [07 April 2022]
  • You cannot afford to miss out on this potential $160 trillion sector!
  • You cannot afford to miss out on this potential $160 trillion sector!
    By now, you've probably heard of sustainable investing… Well, at the centre of sustainable investing is climate tech - the ecosystem of technology companies, financiers and providers of “green/clean” energy that do not produce emissions of carbon dioxide or CO2). And right now an unparalleled wave of innovation is emerging to help solve the most pressing problems associated with decarb... ››› more
  • [06 April 2022]
  • Should you be afraid of the looming recession? And what to do about it…
  • Should you be afraid of the looming recession? And what to do about it…
    US bond markets recently went into inversion. This is when short-term interest rates are higher than long-term interest rates. And what this can mean is a recession is around the corner. In this case, markets are anticipating a recession sometime in the next 6 to 24 months. But, even if you don't look at such a “technical” indicator, it should be clear the risk of recession is high. T... ››› more
  • [04 April 2022]
  • Three JSE small caps that could become acquisition targets before the year is out
  • Three JSE small caps that could become acquisition targets before the year is out
    Small companies on the JSE have become popular takeover targets. In 2021, 25 companies were delisted from the JSE, many of these were companies being bought out by management teams or acquiring companies from abroad. Think of companies like Value Group, Adapt IT, Anchor Group and Spanjaard. These companies are delisting because their share prices have remained too cheap - and that's creat... ››› more
  • [31 March 2022]
  • Three energy efficient cryptos
  • Three energy efficient cryptos
    Bitcoin (and other cryptos) get a bad rep for their energy consumption. But did you know bitcoin uses less than half the energy of the banking system and the gold industry? That's right. And what's even more encouraging is things are getting greener in the crypto world. Renewable energy is a growing part of the energy mix for bitcoin. According to the Bitcoin Mining Council, renewables p... ››› more
  • [30 March 2022]
  • Tectonic Changes: The Soft Commodity Shift
  • Tectonic Changes: The Soft Commodity Shift
    In the modern age things always seem to happen quickly. A few weeks ago, I explained how the Russian invasion of the Ukraine and the associated sanctions could potentially lead to a shift in world order. It seems this is happening far more quickly than I expected. We have now seen firm commitments from European countries to massively increase their defence spending. We've also seen tangible ... ››› more
  • [28 March 2022]
  • There are good and BAD gold investments -which ones are they?
  • There are good and BAD gold investments -which ones are they?
    When war hits, inflation soars, and the economy struggles, investors seek out gold. This is advice many investors have heard over again. And considering the price of gold is up from $1,791 in January this year to a high of $2,043 - and still floating around $1,950 this is pertinent advice. But here's the thing… There are good ways to invest in gold. And then there are BAD ways to invest... ››› more
  • [24 March 2022]
  • Why the big names in finance have changed their tune on Bitcoin
  • Why the big names in finance have changed their tune on Bitcoin
    For years, some high profile, investors and economists as well as governments have denounced bitcoin. They've called bitcoin “evil” A useless asset… A giant bubble… And declared it “dead” over 400 times. But the digital asset has persisted and converted some of its most critical sceptics… ------------------------------------------------------------------------------... ››› more
  • [23 March 2022]
  • What happens if Russia's war spreads to the rest of Europe?
  • What happens if Russia's war spreads to the rest of Europe?
    We're all watching as Russia and Ukraine are in the midst of a bloody war. Over 3 million people have already been uprooted from their homes, and have fled Ukraine. All this following Russian President Vladimir Putin's address to his people announcing a “special military operation” in Ukraine to “denazify” the country. We're experiencing the uncertainty a war like this brings. The po... ››› more
  • [17 March 2022]
  • Why China will ultimately win the Russia-Ukraine war
  • Why China will ultimately win the Russia-Ukraine war
    As the war between Russia and the Ukraine continues to dominate headlines, we're starting to see a realignment of the global order. The US, and its allies in Europe, are driving the push back against the invasion. You may find this astonishing (especially if you only get your news from US and European media outlets) but they're finding little support in the rest of the world. South America, Afr... ››› more
  • [17 March 2022]


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