Put These Charts on Your Wall
Keeping a few charts that showcase extreme market behaviors on
Should I set up a TFSA for my children?
Tax-Free Savings Accounts (TFSA) were introduced in South Africa in
Adaptability Over Perfection
In financial planning, there’s often a desire for certainty—a plan
The case for SA Fixed Income
Having sat through a number of presentations from asset managers
The Navigator
Anchor Capital just released their quarterly Strategy and Asset Allocation
Is the GNU having an effect on the strong rand?
I took leave this week and spent it with my
The Cost of Financial Neglect: Lessons from a Hermès Heir
Nicolas Puech, an heir to the Hermes fortune, made headlines
Stories from the 90s: Lessons from the Dot-Com Era
I was in Cape Town again last week. I took
Predicting the economy is hard
I’ve written about stock market predictions before – here and here. The central
We are not wired for investing
Humans are a species of incredible innovation. Yet, of all
Predicting the economy is hard
I’ve written about stock market predictions before – here and here. The central
The US Election and your Portfolio
There’s been some excitement in the US with the recent
Predicting the Next Big Crash
You may have watched the movie The Big Short starring Steve Carell
Lose the Noise
Investors are constantly bombarded with a barrage of distractions: earnings
Elections: What the Bond Market Says
Wednesday was election day, and I spent a wonderful morning
The BRICS and the Future of the Dollar
Several clients have asked about the risk the BRICS nations
Fed Rate Cuts: Ask Why, not When
The latest consensus regarding when the Fed will begin cutting
Are we ready for a Market Crash?
I’ve written about the US market being at all-time highs
A look at Property Prices in South Africa
As early newsletter readers may know, soon after I left
Markets at All Time Highs Tend to Move Higher
It’s been a tremendous start to the year for US
When to expect the next market crash
Last week I mentioned that all markets are currently having
What returns can we expect over the next 12 months?
Glacier research conducts a biannual survey of top asset managers