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... ››› 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... ››› 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 ... ››› 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... ››› 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... ››› more
To think, in 2011, Brent Crude was at $120 barrel. And today is barely hanging onto $40.
This was all thanks to the Corona-crisis.
In fact, we are now seeing a resurgence in Europe with new restrictions and lockdowns.
And just look at who's contracted the virus.
• President Donald Trump and the first lady
• British Prime Minister Boris Johnson
• Brazil's Jair Bolsnaro
• ... ››› more
The rand has been extremely volatile this year, ranging between R14/USD to over R19/USD. Recently, the currency seems to have found a range between R16.40/USD and R17.20/USD. This stability may be short-lived however as the rest of the year will likely prove turbulent.
Overseas, we have the US election looming in early November. It's set to be one of the most contentious in recent memory. Thou... ››› more
“Ramaphosa launched R30billion Mooikloof Mega Residential City Project”
I'm sure you've seen this headline, or something like it in the last few days.
But what is this project really? And is it a great investment opportunity, or even something you should take note of or not?
These three cryptos are set to ride the next crypto wav... ››› more
Q. “Hi Timon, I have a full time job and three kids. However I want to make money trading. One way I thought of how to do this, is to be a Forex EA. I was wondering if you can direct me to some charting platforms that can do the trick?”
A. Ahhh, so you want to let a Forex robot make you money?
This is probably one of the cleverest ways to make consistent money a... ››› more
The Rand followed the technical pattern in textbook fashion last week banking 3.5% ungeared. That's 35% using futures and as much as 350% on margin if you were trading CFDs.
Right now the Rand is at a crucial technical level as support on the USD/ZAR builds at R16.40.
Look at the chart below to see where the Rand could be headed next…
... ››› more
Silicon is one of the most useful elements to mankind.
It's also one of the most abundant elements on Earth…
But did you know Silicon became the preferred material for the growing semiconductor industry?
Before the 1950s, transistorised circuits were manufactured by placing separate transistors on a circuit board.
But by the end of the '50s, semi-conductor companies like Texas I... ››› more
Gold has had a fantastic run up this year.
In fact, over the past year we saw gold prices surge over 39% taking it to all-time highs at over $2,060 an ounce.
Best yet, we called it!
However, since the gold price hit my first price target at $1,960, in August, things turned very sour very quickly.
Just in the last week alone, we saw gold's worst weekly loss since November 2016.
... ››› more
Load shedding has been a headache for us all.
If you hoped it would end thanks to maintenance Eskom did during lockdown - you were disappointed. As our economy has been opening up we've sporadically had load shedding, with a turn very close to the highest amount of reduced supply in SA's history.
It's become clear that the solution to this problem likely won't come from Eskom alone…
... ››› more
This might sound a bit ‘far-out'…
But, according to the world of mathematics, everything is connected. From the shape of a shell to the design of a guitar. From the way trees grow, to the spiralling arms of galaxies. Everything is connected by a single simple number: The Golden Ratio or 1.618.
This ratio is closely related to the work of Fibonacci. He was widely accepted as the most ta... ››› more
The Rand weakened significantly last week as it failed to push through the R16 level against the USD.
It's now in a flag pattern, which signals longer-term weakness is on the cards. In the near term, we should see the Rand strengthen back to around R16.50.
With US elections a little over 4 weeks away, we could see general risk off sentiment as uncertainty of who will win weighs on investor... ››› more
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