If you've been following mainstream economic news over the past month, you'll probably think the world is in a much better place. You'll have heard about a variety of drug trials on Covid-19 vaccines.
News from companies like Johnston and Johnston, Merck, Moderna, Novavax all seem to be buoying investor sentiment.
The slightest hint of a potential solution to the Coronavirus problem and ma... ››› more
Everyone has favourites. A favourite food. A favourite colour. A favourite vacation spot. And, even though you'll never admit it, some people even have a favourite child.
For me, this pertains to the world of stocks too.
So, what is that one stock? The one I just have to hold no matter what anyone says?
Well, it's a company that, for the longest time, operated in the shadows of its mai... ››› more
It's enough to make you sick.
Because that, my friend, is not the price of a loaf of bread these days.
Or even the cost of a litre of petrol.
It's how much you would have to cough up to buy a single dollar on Monday morning.
Shocked? I was too, when three days ago the ZAR touched its worst level ever!
And the awful reality is, it's not about to rally back to R14.00... ››› more
Winston Churchill famously said:
“A pessimist sees the difficulty in every opportunity, an optimist sees the opportunity in every difficulty.”
I love that saying. Except today I'm changing it just a little:
“A pessimist sees the difficulty in every opportunity, an investor sees the opportunity in every difficulty.”
And that's what my piece is about this week.
Br... ››› more
Speak to any financial advisor with half a brain and he'll tell you to go offshore.
Sure, South Africa may one day reclaim our early 2000 title of “investment darling of the emerging markets”, but it's not going to happen any time soon.
Our problems are simply too big. There's is no quick fix to Eskom, our ever-increasing sovereign debt or our 29% unemployment rate. So yes, that means ... ››› more
This coronavirus is getting out of control!
And markets couldn't care less…
The S&P500 is at record highs.
Chinese shares have bounced almost 8% from their lows.
And yet, every indication is, we're facing massive real-world consequences after the Chinese authorities continue to quarantine tens of millions of Chinese workers.
It's no wonder markets are pushing higher however a... ››› more
Up until a few years ago, speaking about clouds meant you talking about the weather.
Today, however, clouds also refer to the way we store data outside of the confines of a hard drive or remote computer.
But for savvy investors, clouds are starting to mean something else entirely.
That's because investing in this niche sector of the market, presents an exciting way to profit.
... ››› more
Can you believe it's ‘Januworry' again?
I honestly think there's nothing worse than the point when your bank account tells you, you had just a little too much fun over the December holidays.
Thankfully, 2020 could be the very last January you ever feel this way - IF you make this pre-emptive strike today.
The man who bo... ››› more
Electricity is fundamental to the way we live our lives. You simply can't live without it. Just consider the disastrous effect of load shedding this past week.
Roads in chaos, stockpiles of food rotting in refrigerators and many downstream services just grinding to a halt.
And yet, if you look at the big picture… And, I'm talking the development of mankind “big picture”, we've only h... ››› more
If you've been following the news, you'll know that Moody's recently changed its outlook for South Africa to negative. That means our sovereign debt is one step away from ending up in the dustbin.
If that happens, it'll have far reaching consequences for SA Inc. and your locally-held savings and investments.
This isn't something you should take lightly.
You need to protect your hard-ea... ››› more
If you, or your business, receive regular payments from abroad, you have to be pretty annoyed with the rand. After all, it's one of the most volatile currencies in the world.
Which is pretty frustrating when you consider the South African Reserve Bank (SARB) forces you to convert any money you receive from abroad into rand within 30 days of you getting it - or sends your money back.
But he... ››› more
I remember, when I was younger, how PC gamers were the social pariahs.
Life was simple: The rugby players were the popular ones. The PC gamers were the geeks.
How things have changed!
‘The Great JSE Takeover’
If you’d bought stock just before these companies were taken over... I'm talking about Absa, SA br... ››› more
If you're like most “information age” investors, you've probably taken a “do-it-yourself” approach to building long-term wealth.
I've seen many non-professional investors take this approach and, the truth is, it's rarely pretty.
Because there are three common mistakes people tend to make when crafting their own investment portfolio. And if you're making even one of them,... ››› more
Recent poll numbers show that President Trump has lost some serious favour with his core constituency.
I can't say I'm surprised.
The trade war has hit American farmers hard. With the Chinese increasing tariffs on US agricultural goods, Chinese customers are no longer buying them.
And that means that Trump needs to act - and fast - if he wants any chances at securing a second term in t... ››› more
If you've ever watched The Big Short, chances are you know who Michael Burry is. He's the guy who figured out a bubble was forming in the US housing markets pre-2008. He also correctly predicted a market crash would ensue and made a ton of money shorting the housing market.
This week, he noted there are correlations between the bubble which formed in the housing market and Exchange Traded Fund... ››› more
It's been a tough few weeks for South Africa.
It all started when finance minister, Tito Mboweni, unveiled yet another bailout for Eskom. The R59 billion taxpayer band aid then spooked international investors and prompted announcements from ratings agencies Fitch and Moody's.
Both echoed the usual concerns about slowing growth, rising government debt and the inability of our policy framewo... ››› more
The US markets are closed today for the 4th of July public holiday. And, to celebrate our American friends' Independence Day, I thought it would be an excellent time to look at one of the most successful companies to come out of their capitalist democracy: Microsoft.
Why I think these gold shares could make 2019 the most profi... ››› more
Let's just get it out of the way immediately, Naspers is a great company.
It really is.
I am in no way a Naspers bear. But I am a cautious bull.
I do not, for one second, think Naspers will pull a Steinhoff, Mediclinic, Aspen, Tongaat, [insert other JSE listed entity] on us anytime soon.
But I am still underweight on the stock for some very fundamental investment reasons. And, given t... ››› more
Theresa May's recent (modified) Brexit deal has again been convincingly beaten in the House of Commons.
Although it was by a smaller margin than before, it was however still a strong rebuke of her overall deal.
So, what’s next?
At the time of writing we were about to face a vote by MPs that will determine whether or not the UK wants to leave the EU with no deal in... ››› more
Look at the chart below...
It looks messy as hell, doesn’t it?
But what if I told you it is, in fact, the most efficient chart you will see in your life.
It’s called the Ichimoku Kinko Hyo.
It’s an all-inclusive technical indicator which was developed by Goichi Hosoda, a Japanese journalist, over the better part... ››› more
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