Budget 2025 v 2 The full budget speech, the summary, the (invaluable) tax booklet is available HERE Well, finally the budget went ahead. It is interesting to watch the potential parallels between what is happening in the US and here. Like the States, our government separately needs to cut back on spending, not just expect […]
Cobie and I like to keep this newsletter and our podcast evolving. We’d love to hear from you about what you like or dislike, what you’d like more or less of – both in the newsletter and podcasts. Do you have topics you’d like to hear a blog on? Do other people’s wealth journeys interest […]
The podcast of the newsletter is available and you can download it HERE. We welcome all your input so please don’t hesitate to contact us if you’ve got any queries or suggestions. Market Watch The markets last week gave the new political dispensation a resounding round of applause. The JSE is now up 6.6% year on […]
The podcast of the newsletter is available and you can download it HERE. We welcome all your input so please don’t hesitate to contact us if you’ve got any queries or suggestions. Market watch As expected, the turmoil around the direction of the government has created turbulence in the markets which have retreated over the week, […]
In nature one of the signs of a robust ecosystem is biodiversity – not only is it common sense, there are plenty of lessons we can learn from that and adapt to managing our wealth. By having that diversity, one event – even a small event cannot destroy the entire ecosystem. We often see the […]
Market watch: The JSE continues to amble sideways, which is unsurprising as we do not have the AI companies that are driving the offshore markets and commodities are out of favour – for now. The Russell 2000, which is much more broad-based than the Nasdaq, for example, while not showing the same growth in the […]
Market watch: The JSE has returned to it’s factory settings – crawling along sideways only to make sudden movements up or down, just when you don’t expect it. This is somewhat different to the US markets which just keep on going up – with some indications that investors are looking through all the AI froth […]
I am not a fearmonger, and actually abhor people who play on people’s fears to bolster their popularity or business – but the National Health Insurance Bill (NHI) which is about to be promulgated is different.I have been covering news around the NHI for decades. This is not a new concept but was first touted in 2007 with […]
We hope you have all had a great start to the new year. The podcast of the newsletter is available and you can download it HERE. We welcome all your input so please don’t hesitate to contact us if you’ve got any queries or suggestions. Market watch: The markets and currencies did not treat us kindly following […]
2024 Budget Highlights/Lowlights: The economic environment in South Africa is muted at best and is closely tied to the commodity cycle. That commodity cycle, in turn, is closely tied to the economic activity in China – who have problems of their own. The social wage accounts for 60.2 per cent of non-interest spending, covering community development, employment […]