The JSE is up 38% this year. That’s an astounding

I came across a podcast with Daniel Crosby discussing his

Five years ago, the rand was about R17.04 to the

Charts have a way of illustrating things that numbers or

For those of you who follow the JSE All Share

I’m in Cape Town this week, so keeping this one

US stocks are currently at all-time highs. That can feel

I’ve used 4 indices for this market recap: South Africa

Over any 6-month, 1-year, 2-year, 3-year, and 5-year period, financial

Sometimes, the financial world makes things far more complicated than

I had an interesting conversation the other day. I have

Geopolitical events always feel like the start of something bigger.

The latest Lightstone property report came out recently, detailing property

I recently listened to a podcast featuring Barry Ritholtz discussing

I had a fascinating conversation with an older financial advisor

The rand briefly broke through R18 earlier this week and

Pilots spend a lot of time studying crash landings —

A few years back, The Wall Street Journal profiled Steve

Over the past 8 years, global markets have delivered strong

Let’s take a quick look at how markets are doing,

How much is enough? It’s one of those questions that

2025 was off to a great start. We were coming

In his famous 1975 essay, The Loser’s Game, investing guru Charles

Remember Trump’s trade wars from his first term? One tweet

There are two sides to diversification. On one hand, it

The JSE is currently at all time highs. The US

It’s been a strong start to the year for most

When people think about building an investment portfolio, they often

The chart below shows the performance of the Magnificent 7 stocks in

A few days ago, I attended the Ninety One Taking Stock webinar.

When it comes to investing, many active funds claim to

Keeping a few charts that showcase extreme market behaviors on

Mistakes are an inevitable part of investing. The key is

As the year winds down, many of us are looking

For years, clients have asked me about Bitcoin and cryptocurrencies.

Tax-Free Savings Accounts (TFSA) were introduced in South Africa in

In financial planning, there’s often a desire for certainty—a plan

Having sat through a number of presentations from asset managers

With less than two weeks until election day in the

Anchor Capital just released their quarterly Strategy and Asset Allocation

One question I’ve had a lot is whether the US

I took leave this week and spent it with my

We have been expecting rates cuts for over a year

Nicolas Puech, an heir to the Hermes fortune, made headlines

I was in Cape Town again last week. I took

If you look around the world today, most markets are

I’ve written about stock market predictions before – here and here. The central

Humans are a species of incredible innovation. Yet, of all

We are naturally drawn to complex ideas. Maybe it’s because

I spent the week in Cape Town. I always enjoy

The big news in the last week from a market

I’ve written about stock market predictions before – here and here. The central

There’s been some excitement in the US with the recent

You may have watched the movie The Big Short starring Steve Carell

I was recently asked about an article that came out

I’m still trying to sell my apartment in Johannesburg. I

Investors are constantly bombarded with a barrage of distractions: earnings

We’ve seen some positive swings locally – both the rand

How would you feel if your portfolio fell 25%?  

Jerry Seinfeld has a new movie coming out on Netflix,

Wednesday was election day, and I spent a wonderful morning

There are a few authors who regularly post articles on

Several clients have asked about the risk the BRICS nations

A P/E ratio or Price to Earnings ratio is just

It’s been a tough year for the JSE. We are

There’s a rule of thumb that says that if you

The latest consensus regarding when the Fed will begin cutting

How much is enough?   There’s a pattern to how

I’ve written about the US market being at all-time highs

I am writing this story with permission from the client

The Magnificent 7 continues to dominate stock market performance.   

As early newsletter readers may know, soon after I left

I recently read ‘Shoe Dog’ by Philip Knight. He recounts

Once again, markets are at all-time highs. I’ve written about

Kenneth Makate is set to become South Africa’s 5th richest

I spent a few days over Christmas reading ‘The ride

It’s been a tremendous start to the year for US

Last week I mentioned that all markets are currently having

I heard a Chris Rock joke many years ago. He

There’s an old saying that when the US sneezes, the

I only own stocks (equities). Either locally or offshore. I

Glacier research conducts a biannual survey of top asset managers

I spend a lot of time speaking to people either