The US has just entered into a technical recession. That is, two consecutive quarters of negative GDP growth.
Now, some think the US economy will struggle over the next year as inflation remains high, the Fed hikes interest rates, and consumers become more conservative with spending.
Others believe our economy has a lot of room to run — especially as we start to get back to normal followin... ››› more
Q. “I read your very interesting take on Netcare and Mediclinic in the article this week. I was wondering if you are a strong believer of investing in healthcare in the future. Could you briefly list some points on why you would or wouldn't be an investor in healthcare”
A. The future of healthcare, is very exciting!
I am an avid believer that with an everincreasing population and with be... ››› more
Over the past six months the JSE All Share index dropped over 11% on average.
The JSE's Resources index is down a whopping 28% for the same period.
Does this mean the losses are permanent? Should you be selling your stocks? Or does it show us an opportunity? The stock market is volatile – but that shouldn’t worry you too much
When stock markets drop, like they just have – it is due ... ››› 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
Elon Musk recently courted controversy by claiming a population collapse, not overpopulation, is a significant global threat. You might think that sounds strange. The world population is at the highest it has ever been and is still rising. A higher population also means more competition for finite resources.
Given these facts, why would you worry about a population crash? If anything, you shoul... ››› more
Q. "Trader X recently sent out a Forex trade to short (sell) the EUR/ZAR. I am currently trading Forex CFDs and would like to ask how I can calculate the minimum rands risked per pip movement if I traded 5 CFDs. Do you have a formula to help with this?”
A. Hi John S, yes I can absolutely help with this.
... ››› more
My trading is governed by this cheat sheet which focuses on three things!
• The first is trading goals.
• The second, your trade reporting and how to spot a big trend.
• Third, A trade analysis & execution plan.
Sticking to this cheat sheet has made me a successful trader for the last 20 years and now I hope it can do the same for you…
I've broken this cheat sheet into ... ››› more
Imagine! At an age when some people give up hope of making real money,
Buffett was just getting started on the fortune he controls today.
And, that's why I'm here to say it's never to late to start investing… especially when you consider we are at the cusp of something huge… A massive shift from Growth to Value…
As you know tech stocks like Zoom, Netflix, Tesla Pinterest and many oth... ››› more
Over the last few months, I've written quite a few rather bleak articles (to say the least). I've issued warning after warning about the state of the financial markets. So, if you follow my Money Morning column regularly, you may easily believe I'm a permabear. A permabear is someone who believes markets will fall no matter what the conditions on the ground look like.
Given my very negative sla... ››› more
Just sending out a note to make sure you didn't miss it.
You only have 72 hours left, before we shut the doors to our exclusive Private Wealth Alliance Open House offer...
It's a 50% discount off three of our most-read advisories.
The triple-advisory package includes:
• Francois Joubert's Red Hot Penny Shares— a premium publication with an excellent track record that only hunts ... ››› more
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
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
For many decades, we escaped reality through books, magazines, and movies.
In the future, we will escape via 3D-internet platforms, like VR gaming, virtual bars/clubs, and immersive shows and movies.
This future world, where the physical and the digital combine, to transform the online sphere into a more immersive, 3D experience is called the “Metaverse”.
And the metaverse is expected... ››› more
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
Right now, there are a couple of big trends playing out in stock markets.
Renewable and sustainable energy is a big thing – (see my SA renewables watch list I wrote about last week).
Internet of things, cryptocurrencies and fintech are also a really hot topic. And so are electric vehicles.
Tesla for instance is worth a trillion dollars – around four t... ››› more
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
I'm sure you've heard, with a great deal of fanfare from the COP26 conference, that the US, UK, Germany, France and the EU have secured a deal to provide South Africa with R130 billion in climate finance to build more renewable energy - and replace aging Eskom plants.
A recent Moneyweb article - interviewing RMB CEO James Formby - indicates this could branch out to become a R500 billion inject... ››› more
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
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
Even with the right markets, time frames, systems, rules and ideas…
Trading is just not playing out you the way you thought it would.
It's not growing your portfolio at the rate you wished…
It's taking forever to get right…
It's overwhelming with which strategy to choose…
From my experience this is because of one main factor.
You're not treating trading for what it... ››› more