fbpx

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 to read the original article. Chart 1: % of Russell 3000 Growth...

Piggybacking off of the collective

A benefit of a collective investment scheme (CIS) There are benefits to investing in a collective investment scheme (CIS) (also called a unit trust or mutual fund) relative to an individual share of a listed business in a post-tax discretionary investment account. The...

The State of Inflation

Inflation definition: a general increase in prices and fall in the purchasing value of money. Rising inflation is currently taking place in the U.S. Interest rates have not yet risen to keep it in check. The U.S Federal Reserve has noted that they expect rising...

IPO’d

Source: Fintax Research Investors will recall that the Fintax Funds follow a blended investment style strategy with holdings in Value, Quality and Growth. One of the most interesting aspects in 2020 was the performance of Initial Public Offerings (IPO). The IPO...
Hungry Hippo

Hungry Hippo

The recent adjustment budget highlighted the widening of the ‘’jaws’’ between the country’s expected expenditure and expected revenue. Two scenarios were tabled. One in which South Africa takes a passive stance and allow things to deteriorate further and an...
The Survivors

The Survivors

Commentary: The Survivors The above image tracks the bullet holes on Allied planes that encountered Nazi anti-aircraft fire in World War II. When the Allied military brass saw this picture, they took the decision to reinforce all those areas most often hit by...