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Hi AllIn chatting to some friends during the month I mentioned this will be my most positive letter as regards SA Inc. in quite a while. Which is sayi...

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03
Hi All Another year has come and almost gone. Far too quickly for my liking, but there you have it! It was an eventful year, without being particul...

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04
Hi All

I am wondering why the Fed doesn’t just come out and announce a date and programme for the ending of QE. I can’t help feeling like it’s become a bit of a game. Getting mixed signals from a recovering economy is nothing new. Waiting for sets of consistent data in the US while broad consensus is that things are improving, is seeming to me less and less like the way to go. The uncertainty created is not healthy. Perhaps we are near the end of QE, judging by the volatility and moves one sees as the market tries to adjust and price-in the effects.

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25
History shows that September is traditionally the worst month in the year for stock exchange performance. 

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29
I have spent the last two days face to face with some of the managers that manage money in our model portfolios. How illuminating!

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26
As of earlier this week, the JSE All Share is up about 11% year to date, which is now starting to look like something. Naturally this performance is a surprise against early year expectations...

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29
May 2014 Newsletter

Hi All

World stock markets continue hitting new highs consistently, albeit with nervousness expressed as drawbacks (losses) at the slightest negativity. So, despite the new highs, year to date returns are fairly flat. These are signs of a toppy market. The small difference this time is that we are arguably at the beginning of an expansion cycle, certainly in the United States.

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29
April 2014 Newsletter
I trust everyone had a good Easter break. Another long weekend coming up and then the long haul through winter begins. 

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26
February 2014 Newsletter

I have just returned from beautiful Cape Town, where my wife Glenda and I celebrated our 30th anniversary. People tell me I should be ashamed to say I hadn’t been there in 14 years, but what I experienced was truly Europe in South Africa. The region is not by any means perfect, but it is an illustration of how efficiently the country could be run with the right intention and people in place.

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03
Hi All

It’s hard to believe the end of the first quarter is already here! Thankfully we had a long weekend to catch our breath a little. 

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