The only thing on investors' minds right now is the US election.
At the time of writing the final votes have yet to be tallied. Right now, many battleground states are still up for grabs, with Pennsylvania looking like the key to victory.
Trump has already claimed the win and approached the courts filing multiple lawsuits in most of the swing states. He's demanded a recount in Wisconsin. A... ››› more
For the first time in nearly 16 years inflation is below the South African Reserve Bank's targeted range.
Yesterday, Consumer Price Inflation (CPI) slowed to 2.1%. That's the lowest number since September 2004.
Now, you're thinking inflation is low, that's a good thing, right?
It's a bit more complicated. Let's explore…
Di... ››› more
2020 has been one hell of a year. Coronavirus has ravaged most markets and yet certain stock markets have hit record highs.
Whatever the reason for the run up, the obvious divergence of share prices from the underlying reality seems to be all too apparent to professional investors.
So, is it time for you to hit the big red button? Is now the time to sell everything?
... ››› more
It was quite a week for airline stocks.
It started with the announcement from Warren Buffett that Berkshire Hathaway had sold stakes in four major US airlines: United, Delta, Southwest and American Airlines.
This is an exceptionally uncharacteristic move from the legendary value investor.
Firstly, Buffett is all about “buy and hold”. He rarely sells investments unless, the prospect... ››› more
What a horrible start to the year.
Just four months ago most people were dreaming about all the possibilities the new decade held. The world's newspapers and blogs were full of what could potentially be coming in the next 10 years. The widespread use of driverless electric cars. The excitement and fear over the rise of a real artificial Intelligence. And the massive advances in healthcare scie... ››› more
Black Friday is almost upon us.
And many shoppers are already hunting for potential “Black Friday” bargains.
But I have another idea for you…
As ordinary South Africans head to the stores, set on spending more, owning more and having more, why don't you park the trolley and, instead take this opportunity to treat your future-self.
Now I'm totally for saving money.
And, I ... ››› more
Markets have been incredibly skittish over the last week.
And, while there are many reasons for concern, one of the main issues driving share prices lower is fear over the “inverted yield curve”.
If you skim the financial news, you'll see headlines like:
“Yield curve inversion hammers US small banks”
“Bond market yield curve inverts, signalling Fed may be too slow to cut... ››› more
Bungee jumping is a terrifying experience.
It requires you to risk your life (literally) on the strength of a piece of rubberised string.
Now the statistics are very clear: Bungee jumping is safe.
But, when you tip toe to the edge of Bloukrans bridge, look over into the abyss and push off into blue sky with nothing but an elastic around your ankles… well you get the picture.
Fina... ››› more
Do you believe that January 2017 is almost over? It feels like yesterday we were celebrating the New Year to come.
And now, we're about to enter February! You know that feeling when you plan to do something and then you postpone it.
Well sometimes we need that kick in the butt to actually do it.
And that's why I am going to present the first Forex 101 Workshop 2017 early in February to g... ››› more
On 20 January 2017 Friday evening, Donald J Trump became the 45th president of the United States.
We saw the markets welcome the transition of power. But we also know the sentiment is fickle as weather.
In today's Trading Tips, and in honour of his inauguration, I want to look at three bearish (downside) trading set ups and one safe-haven gold trade.
These companies may ... ››› more
The Bidvest group recently unbundled its Food Service business and listed it separately on the JSE as Bid Corporation (Bidcorp) - share code (JSE: BID). Bidcorp received a warm welcome on its debut, kicking off the day at R270 a share and closing well up at R304 (giving it a massive market capitalisation of R102bn).
But let's recap quickly…
The reason for this unbundling was to create a ... ››› more
Gary Booysen shares his JSE stock pick of the week: Sun International (JSE:SUI). Read on for Gary's research on the share. Gary unpacks his three big reasons why he believes Sun International is such a good buy right now - and shares his suggested buy level. You don't want to miss this article... We smell big profits up ahead!
OVERALL, the company made a revenue of R5.8 billion for the peri... ››› more
Last week, we published the kind of recommendation I prefer not to put into the public domain.
• First, it was a short-recommendation.
• Second it was a short-recommendation on an established, stable and, what most people would consider, blue-chip company.
• Third, it used a fairly advanced trading instrument that's often misunderstood by the general public.
But, in spite of these ... ››› more
Gary Booysen, Rand Swiss Portfolio manager, and professional trader, has just uncovered a powerful short-term short-trading profit opportunity for you in South Africa's telecoms sector. If you're interested in taking on the risks involved with shorting geared trading instruments - in exchange for the massive gains up for grabs - then you will want to read on for Gary's full technical analysis on t... ››› more
Last month, I had the privilege of speaking to Gary Booysen as we prepared our articles for The South African Investor publication.
I was fascinated by the history lesson Gary gave me about the evolution of the hedge fund industry. I realised that the investment world is riddled with complex structures, obscure products, puzzling regulations and often downright confusing terminology.
But, ... ››› more
Whenever I hear mention of today's company, the first thought flitting through my head is: “How much does this pundit actually know about the eastern European property market?”
I mean, if you're looking for obscure geographical exposure you've found it. A company that invests in, and develops, shopping centers in Romania, Slovakia and Serbia.
And, yet investors who backed this strange J... ››› more
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