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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 last month has seen a good runup in the JSE as you can see from the graph below – a 9.3% […]

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 US markets have been on a tear, making new highs (more about that later) but the JSE is also seeing a […]

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 JSE has shown a marked improvement over the last 3 months – double the growth in Wall Street over the same […]

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 […]

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 graphs below, over a 3-month period, are a cautionary tale of cherry-picking intervals to distort your perception of statistics.  Over the last […]

It isn’t easy to find a financial advisor who is sufficiently qualified and experienced to both look after your wealth portfolio and care about your risk-mitigation portfolio but they are inextricably linked.Why is important to look at your wealth holistically? Essentially, your wealth is an ecosystem.     No, I am not using that term […]

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 JSE continues to tread water as the US markets slide. There are some signs that China is starting to buy commodities […]

I am sure most of you have experienced that sickening feeling when an investment goes wrong – instead of beating yourself up for being stupid, it might help to understand some of the entrenched emotions and biases that led you to make the bad decision in the first place. Behavioural Finance is a new-ish field […]

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: Markets around the world have come off the boil somewhat in the last 10 days or so. While it is much too early […]

Occasionally I am asked straight out what the value of a financial advisor is, and why they should be paying for the advice.  It’s not an unreasonable question given the experiences of some, especially those who had a product sold to them or where fees are still being collected from an investment product despite a […]

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: Middle East tensions and the fear that inflation may return to the US continue to impact on markets across the world.  The fear […]

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 JSE has been on a more positive trajectory recently, but still trading in that band between 70,000 and 75,000 that it’s been […]

There has been plenty of press over the years on how high fees can impact on your investment – and has led to the trend toward ETFs, Trackers and DIY stock portfolios. It’s interesting to look back at the way the average person invests and how that has evolved over the decades. Before 1965 in […]

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 […]

Market watch: For a change I have used the graph below to show the last 3 months returns and not over a year or more as is usually shown – but it still doesn’t show a pretty picture for the JSE. To be fair we just don’t have those AI-focused stocks that are driving the […]

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: Although the base effects from this time last year is working out of the year-on-year stats the US surge at the end of […]

Have you ever looked back and remembered what your parents or grandparents were like at your age? While we might not have noticed it while it was happening, we humans are slowly evolving and changing. We just have to look back at our parents or grandparents and what their ‘retirement’ looked like to see how […]

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 […]

The general consensus is that global interest rates are going to start declining this year, after a longer-than-expected run of higher interest rates. Those interest rates started rising when central banks, especially in the US, woke up to the fact that inflation was not ‘transient’ after all and was, in fact, getting out of control. […]

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