Ferraris, Picassos and Oom Paul’s Kruger Rands
5 August 2024 The prior five year investment cycle has been interesting to say the least. It has bared witness to the Covid crisis, the sharpest interest rate hiking cycle since the 1970s, a...
2024 Mid-Year Market Update
8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the...
Surviving History
Collecting can be an addiction. I have it. Mine is vintage watch collecting. My collection of vintage pocket watches stretches all the way back to the mid-1800s. The watches themselves are...
Index Concentration & 250 Year Averages
Global equity markets delivered their strongest monthly performance thus far in 2024 after a disappointing April. However, most of recent global equity index rises can be attributed to a few key...
Volatility and Extremes
Market volatility has become heightened both in the lead up to the U.S. elections taking place in November, and the uncertainty of the interest rate reduction as inflation persists. Sector pricing...
2023 Review & 2024 Outlook
After a tumultuous 2022 calendar year, 2023 turned out to be an excellent calendar year for global equity markets, with the MSCI All Countries World Index rising by 22.2% in USD terms. This is...
The Dark Side of Social Media
Nothing vast enters the life of mortals without a curse - Sophocles 406 BC J. Robert Oppenheimer headed up The Manhattan Project, responsible for the research and design of the atomic bomb during...
Watches & Wonders
How wonderful are watches? Time personified in a little machine on your wrist. From Jewelry to Timekeeping Wristwatches are a relatively new phenomenon. Prior to World War I wristwatches were...
Superconducting Alchemy
The Philosopher's Stone Imagine Isaac Newton toiling away in a dark room attempting to find the process which could transform lead into gold. This was the basic philosophy of alchemy and the pursuit...
ESG – “Ek’t So Gesê….maar nie so gedaan” (Translation: “Do as I say but not as I do’’).
Chart: Google Trends worldwide search history of the acronym "ESG" ESG (Environmental, Social, Governance) has become the most used acronym in the investing world. Google Trends shows that interest...
Taking Shelter from Inflation
Please find below a link to research article by Maple-Brown Abbott Investment Managers on the benefits of holding infrastructure as a form of protection against inflation....
Classic Signs of Speculation – GMO
In a recent article GMO noted that more than half of U.S. Growth stocks have negative earnings, yet Growth stocks have dramatically outperformed in the past few years. Please click on the link below...