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  • Is the bear market nearing its end?
  • The JSE crashed 14.45% between 2 March 2022 and 9 May 2022. Similarly, the Dow Jones index in the USA is down 10.74% year to date of which half of this drop has been in the past month. And the S&P 500 index is down 14.75% year to date. We hear about inflation, war, lockdowns, supply chain issues all as contributing to this bear market… So, what is fuelling the market's drop - and are we... ››› more
  • [19 May 2022]
  • Should you use this massive sell-off to buy into China?
  • For years, many in the West have admired the ability of the Chinese Government to push through policies that would never fly in a democratic country. This has allowed them to build structures like the Three Gorges Dam. This hydroelectric project is the world's largest power station and provides about 10% of the country's electricity. But it also required the relocation of over 1 million people.... ››› more
  • [12 May 2022]
  • 4 Fatal Mistakes Traders Make
  • Raise your hand if you lost money in the markets? I know I did in 2004 up to 2008. It was because I kept making the same old mistakes newbies make. 4 Years! Funny thing. I already had a winning trading strategy that was working on a consistent basis on paper. And yet, I was failing as a trader. That was until, I started talking to top traders. From Peter L. Brandt multi-US milliona... ››› more
  • [28 April 2022]
  • 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]
  • 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]
  • WARNING: Brent Crude could crash to $70 - Here's why
  • Here's a bit of a warning. Have you seen the petrol price hikes lately? Probably not yet, but you will. In America the prices of petrol and diesel shot up to the highest level in over 14 years. Petrol went to $1.23 per litre or $4.69 per gallon. Diesel rocketed to $1.35 per litre of $5.11 per gallon. And as you know, what happens in America, has a ripple effect in South Africa ... ››› more
  • [24 March 2022]
  • 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
  • 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]
  • Are you ready for the “Cryptocosm”?
  • Around two decades ago, the biggest companies in the world by market cap were names like Exxon, Walmart and China National Petroleum. Today, the top companies in the world by market cap are Apple, Amazon, Google and Microsoft. But some believe in the next 10 years, there will be a similar turnover… And a number of them will be companies that form part of the “Cryptocosm”. Compani... ››› more
  • [16 March 2022]
  • This trio of SA commodities get boosted by the European crisis
  • The war in Ukraine threatens further disruptions to already stretched supply chains. Whilst Ukraine and Russia are small compared to the likes of the US, China and Germany, they are essential suppliers of many raw materials crucial to supply chains down the line. So exactly which of these commodities will be hardest hit? And does that pose opportunity? Three commodities hit by the Ukraine cr... ››› more
  • [08 March 2022]
  • What could possibly go wrong in 2022?
  • Following a shocking 2020, we had a strong economic recovery in 2021. The US index, S&P 500 ended 2021 up 27%. Its best three year stretch since 1999. The Dow was up 19% on the year, while the Nasdaq gained 21%. Over the last three years, the S&P 500 is up 90%. The JSE All Share index returned 24% for the year (29% including dividends), with the Top 40 shares on the JSE growing 19% (total re... ››› more
  • [22 January 2022]
  • What does the US inflation figure mean for your portfolio?
  • US inflation came in at 7% on Wednesday. This is so far beyond the US target rate of 2% it's terrifying. To give you some perspective about how big a miss this is, our SA target rate is up to 6%. So, to miss it as much as the US did, our inflation rate would need to be 21%. Up until recently, the US Fed argued they didn't have to raise interest rates to combat inflation, since it was “t... ››› more
  • [18 January 2022]
  • Three themes that could dominate 2022
  • Incredibly, it's already that time of year when brokers, banks and analysts' dust off their crystal balls and start making wild predictions on what will happen to financial markets over the next 12 months. Now, it's important for you to remember, that no matter how fancy the title of the person making predictions, or how prestigious the institution, the future has a way of surprising us all. ... ››› more
  • [12 January 2022]
  • Predicting 2022 in 5 minutes
  • Every year we start off with our biggest, boldest and best predictions for the coming 12 months. How will the world around us change? What will stock markets do? And where do the biggest opportunities exist? Five predictions to start off the year Prediction #1 - The pandemic will end in 2022 It’s the prediction no one has been willing to make. Just as we think things are taking... ››› more
  • [11 January 2022]
  • Did Boris Johnson make the market fall
  • I sometimes imagine the stock market as a constant humming. Not the hubbub hum of an open outcry trading floor, nor the electrical buzz and click of servers and machines, but the whine of millions of voices guiding billions of dollars, rand and rupees into bets on global business profits, economic scarcity and the future direction of mankind. It's the droning roar of the engine that powers the wor... ››› more
  • [13 December 2021]
  • If inflation is back, here's what you need to know…
  • US inflation just hit a 30 year high. And the US is not the only country experiencing rising prices. The EU, as well as the UK, have also seen the price of goods and services rising. There are many reasons for this: Supply chains were disrupted by the pandemic; oil prices are high; demand has increased due to stimulus; wages are rising… the list goes on. But the big question every inve... ››› more
  • [15 November 2021]
  • How to profit off this 200-year-old mega-trend
  • The most important news is often the easiest to miss. Why? Because for a story to be truly important, it usually needs to be about something that is both long lasting and/or has exponential characteristics. Most of what really affects your life is long-term exponential trends. A terrorist attack using aeroplanes may make for a spectacular news story, but the long-term improvement ... ››› more
  • [08 November 2021]
  • Will the Evergrande crisis crash commodity markets worldwide?
  • China's second largest real estate developer is going bust. The company is $300 billion in debt. And it is struggling to pay interest when payments are becoming due. It's easy to think that an ailing real estate developer in China is an isolated case and it won't affect you… But the thing is, China's real estate market is worth $55 trillion. It is bigger than the US stock market, and... ››› more
  • [04 November 2021]
  • China's ban on crypto hasn't stopped the revolution!
  • We've seen it before - multiple times. I also said, the ban would actually be good for Bitcoin (and crypto prices). Well, in the past week… Bitcoin has rallied nearly 25% higher add $180 billion to its market cap. And for the first time since May, bitcoin's total market cap has exceeded the US$1 trillion market. A milestone that could signal this unique asset is ready to make its... ››› more
  • [12 October 2021]
  • Why China's Ban Could Push the Bitcoin Price Higher…
  • Last week, China “banned” Bitcoin transactions, declaring them illegal. China is one of the world's largest crypto-currency markets. Fluctuations there impact the global price of crypto-currencies. So with that announcement, Bitcoin fell from $45k to $41k. But the People's Bank of China went one step further and declared all virtual currency-related business transactions were illeg... ››› more
  • [06 October 2021]
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