Inflation is high, prices of everything, except for stocks, are rising.
It's been a tough time investing in 2022 so far.
But still there are great opportunities on the JSE.
In fact, some small cap shares are doing exceedingly well…
Let me explain. In case you missed it: Pickpocket’s Trader X closed out a USDZAR trade for a 155% gain on 27 June and just yesterday he moved his stoplo... ››› more
We all want to buy low, sell high. Or buy a property at the lowest price possible, and get the best possible rental income from it, right?
So, is there a best time to invest in property? Is there anything to look out for when making your investment?
The reality is, great investors learn to make the best of every market cycle. The key is to have strategies that fit the different market cycles.
L... ››› more
A year ago, banks were saying they don't want to finance coal mine development any longer.
European countries were closing down coal power plants.
It looked like there was little interest in the commodity going forward.
But now the price of coal is booming.
In October last year a ton of export coal sold for around $90.
Today it sells between $300 and $400!
That's a big change…
... ››› more
“The South African economy is BOOMING.”
“The South African economy is BLEEDING.”
Both these statements are true at the same time.
South Africa's economy is back at the size it was before the coronavirus pandemic struck, after growing faster-than-expected in the first quarter.
Gross domestic product expanded 1.9% in the three months through March, compared with revised growth of... ››› more
On the 11th and 12th of April, parts of KwaZulu-Natal received between 200 and 400 mm of rainfall in a 24-hour period.
Scenes from the KZN floods were shocking. I'm sure you saw the scenes of container yards flooded, trucks upturned and infrastructure in the Durban area decimated.
The South African government declared a national state of disaster to respond to the flood hit areas.
Homes h... ››› more
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
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
Q. “In the middle of January I received an email from Red Hot Storm Trader where you banked 75% on the ALSI CFD trade.
This is one trade I missed, as I was still on holiday.
Could you give me a good idea of what I would've made if I deposited R7,700 into the CFD trade?”
A. First of all, it’s for these reasons why I always trade whenever I go on holiday.
I never k... ››› more
Q. "Hi Timon, I see Sasol was another big gainer that helped drive the JSE last week.
Do you have any information on what drove up the price and if you'll be sending a trade with Red Hot Storm Trader?"
A. Thank you Gerhardt!
Yes, we saw Sasol rise over 3.6% last week. Well spotted!
In fact, before we get to Sasol, it’s important to note we saw the oil pric... ››› more
One tradition I like to keep to when it comes to trading the markets, is buying the Santa Claus rally in South Africa.
Each year, I write to you about it and it most times, ends up being extremely profitable.
But this year, I thought it was going to be different.
I started to feel doubt and pessimism with the whole COVID-19 pandemic destroying the economies one by one.
And this yea... ››› more
Transnet results are out - and they're shocking.
The company had irregular expenditure of R10 billion for the year, losses on revaluations of R31.1 billion and a comprehensive loss for the year at R18.4 billion.
On the back of this I'm sure you've seen trains being burned, looted or sabotaged during the last year or so.
While this is a sad state of affairs, something we're getting more... ››› more
Investors betting on 5G should temper their expectations. The rollout will be more evolution than revolution.
For years to come, 5G networks will coexist with the current 4G LTE networks. And the speeds could be limited as the complex networks are built.
But this new technology will eventually allow you to download a movie in seconds, virtual and augmented reality on the go, and remote sur... ››› more
Frankfurt's Dax 30 is definitely the star index of the year…
It started the year at 13,126 moved to a frightening low of 8,158 in March and then recovered to over 13,200 in July.
This means, the German index has gone positive for the year.
And I believe this is going to continue in the next couple of months.
Right now, investors are feeling super optimistic about the index as it i... ››› more
The gold price is up 55% in the past 12 months in rand terms!
In dollar terms its up 13% this quarter alone - making for its best quarter in years.
It currently hovers just below $1,800 - but all indications are that it will hit the $2,000 mark soon.
Discover: 103% gains on the table for savvy investors, thanks to this... ››› more
While there have been epidemics in our lifetime, none have had the level of response from government's that we're now seeing.
And while it's now become clear that we'll have to deal with lockdown measures for longer than many initially thought - we're also far enough through this crisis to start looking ahead.
How will our economy recover, will it be quick or slow? Will we see inflatio... ››› more
You may have heard of the Butterfly Effect.
Chaos theory predicts it is possible for the flap of a butterfly's wing in China to cause a hurricane in the US. Though this sounds like fantasy, we may actually be witnessing one of the greatest “butterfly effects” in history.
A little while ago, likely in 2019, a single virus particle made a jump from bats to humans. In terms of scale, this... ››› more
Defence!… Defence!… Defence!
It's an iconic chant you hear roaring throughout any football stadium.
It's so important and such a big talking point that most post game shows only ever talk about a team's defensive stats.
That's why today, I want to wade through all the nonsense and give you the most important defensive stats!
Let's get started…
___________________________... ››› more
Mark Twain wasn't wrong when he said:
“History doesn't repeat itself, but it often rhymes.”
The more things change, the more they stay the same - this is true when it comes to the fear, greed and herd mentality in the markets... If you've been investing long enough you will see the same patterns on repeat.
Just think back to the 2007/2008 financial crisis…
I remember buying ... ››› more
With business confidence in SA at its lowest in twenty years. And investors losing patience waiting for the sun to rise for the “New Dawn”, we're seeing more and more people taking money offshore.
While most people taking money offshore won't be aware of foreign inheritance taxes, they are creating a potential estate liability problem for their heirs. USA and UK inheritance tax can be as ... ››› more
The most lucrative opportunities are found in times of maximum pessimism. Investors just need to filter through the noise for the right shares to invest in, that have potential tail winds in the months and years ahead.
Small caps have lost favour with investors. Many are trading at all-time lows while growing profits steadily in these tough economic times.
One such share is a little-known ... ››› more
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