The October Effect
Last month was a difficult month for global markets where the ‘October Effect’ was in full force. Simply put, the ‘’October Effect’’ is a theory that stocks tend to decline during the month of...
Paul Allen’s Wild Ride
Last month was a tough market for both equity and fixed income investors with the MSCI ACWI declining 0.1% and the major global fixed income index (ICE BofAML Global Broad Market) declining 0.5%....
Is the Software Train Leaving Value Investing in the Dust?
Is the Tech Train Leaving Value Investing in the Dust? In 2011 Marc Andreessen (founder of Netscape and billionaire investor) famously wrote the following: ‘’My own theory is that we are in the...
Oprah & Weight Watchers – Schooling Wall Street
Most people know that the Oprah Winfrey Show, often referred to simply as Oprah, is one of the longest-running and most successful daytime television talk shows in history. What is not as...
Blissful Billionaire
In the most recent issue of Forbes magazine one of the world’s most famous reality television stars and member of the Kardashian family, Kylie Jenner, was featured on the magazine’s front cover....
Tesla Riding the Bull
We are currently experiencing the second longest lasting bull market in history (with the longest being the 1987 – 2001 bull market). With market prices, in general, being elevated relative to their...
Bitcoin, Banana Coin
A recent article published in the journal Joule, noted that it is likely that the Bitcoin network could be using as much as 7.7 gigawatt (GW) of electricity by the end of the year. How much is 7.7...
Facebook’s Face-Off with Google
Recently it came to light that Facebook wasn’t as bothered as it let on when it came to keeping their users’ data private. A political consulting company named Cambridge Analytica managed to obtain...
Investing or Panicking? The Steinhoff, Bitcoin & Resilient Shakedown
Recently, investors have been asking us whether the recent steep price declines of Steinhoff and the Resilient Group of companies are presenting good buying opportunities. After all, Steinhoff’s...
The Hot Debt Potato
“I would not look to the U.S. Constitution, if I were drafting a Constitution…I might look at the Constitution of South Africa. That was a deliberate attempt to have a fundamental instrument of...
Just Another Interest Brick in the Debt Wall
The recent relative strength of the Rand can be partly attributed to the market’s positive perception of the election of Cyril Ramaphosa as president of the ANC. In fact, the market has largely...