Your summary with links, if you’d like to curate your content: Taking it on the chin: It’s Still About EarningsEquities are holding up because earnings expectations haven’t cracked—yet. If the war drags on, downgrades follow, and markets lose their main support. Can US Consumers Keep Buying?Consumers are under pressure from rising fuel costs, high interest […]
Your summary with links, if you’d like to curate your content: Oil Reserves: The IEA coordinated its largest-ever emergency reserve release of 400 million barrels, dwarfing the 2022 Ukraine response. However, with Hormuz disruptions removing up to 16 million barrels per day, the release buys roughly 25 days of cover at best, a bridge and […]
Your summary with links, if you’d like to curate your content: Sod’s Law: Scenario Planning: Last week’s Iran crisis delivered an unscheduled stress test for global portfolios, highlighting the value of scenario planning as a strategic discipline. The key lesson is that complex systems react in messy, unpredictable ways, and a small shock in one […]
If you’d like the ‘Pocket Tax Guide’ on the tax changes announced in the budget, just let me know or download it HERE. The new escalation of the Middle East conflict is unfolding as we write this, and we have gone into it in a little more detail on the podcast that went out […]
Next week I will be covering the Budget, so watch your inboxes for that. Will there be another nasty VAT surprise? Will medical aid tax credits bite the dust? Your summary with links, if you’d like to curate your content: 🤖AI boom: hard landing, soft landing… or no landing?Record AI capex is reshaping markets, with […]
As we come to the end of another tax year, if you want to add to your retirement funds and get a tax break, you’d best get a wriggle on. Make a note to record your odometer reading at month’s end, and of course, the second provisional tax return is due at month’s end too. […]
I hope you all had a great start to the year, and the best wishes for a ‘Perfect February’ that happens every 10 years or so. Fun fact…if we had 13 months, every month would have 28 days (and one would have 29 in the leap year, I vote that it’s not January). Your summary […]
I hope you’ve all had a great start to 2026. You are welcome to share this post or send us the email addresses of friends who might like to join our mailing list. If you missed my latest posts, I have consolidated the 2026 ‘planning’ posts into one ebook, available (free) on request. Your summary with […]
I hope you’ve all had a great start to 2026. You are welcome to share this post or send us the email addresses of friends who might like to join our mailing list. If you missed my latest posts, I have consolidated the 2026 ‘planning’ posts into one ebook, available (free) on request. Your summary with […]
Welcome back, and wishing you, your family and loved ones a very peaceful, healthy and prosperous 2026. You are welcome to share this post or send us the email of friends who might like to join our mailing list. If you missed my latest posts, I have consolidated the 2026 ‘planning’ posts into one ebook, […]