May 14, 2026May 14, 2026Newsletters Newsletter – April 2026 – Issue 165 Trump Invaded Iran on 28 February 2026. Nobody expected it and the markets did not like it, so we had a market […]
April 7, 2026April 7, 2026Newsletters Newsletter – March 2026 – Issue 164 Trump is really rocking the boat in all ways and knee jerk reactions in the markets are proof of that (see attached […]
March 4, 2026March 4, 2026Newsletters Newsletter – February 2026 – Issue 163 This is probably the most volatile period we have had in 10 years. Everything is up, down, sideways, down, up, sideways. So, […]
February 6, 2026February 6, 2026Newsletters Newsletter – January 2026 – Issue 162 Holiday gone! We got out of Mozambique just before the floods and we are back at work.Local markets are up 48.03% for […]
December 10, 2025December 10, 2025Newsletters Newsletter – December 2025 – Issue 161 It’s year end again !! Markets are quiet and currencies are flat. It has been a good year with only the rand […]
December 1, 2025December 1, 2025Newsletters Newsletter – November 2025 – Issue 160 Markets local and offshore are keeping their momentum going.Gold is staying above $4000, and it looks like the Rand has stopped strengthening. […]
October 22, 2025October 22, 2025Newsletters Newsletter – October 2025 – Issue 159 I am writing this report to all my investment clients to give them a better, more informed and unbiased view of what […]
September 26, 2025September 26, 2025Newsletters Newsletter – September 2025 – Issue 158 All markets are doing well, and the Rand is strong because we have offshore money pouring in here buying our bonds, but […]
August 27, 2025August 27, 2025Newsletters Newsletter – August 2025 – Issue 157 Interesting times we are living in. Wars, scandals, tariffs, corruption and many more that we could add to that. And amongst all […]
August 11, 2025August 11, 2025Newsletters Newsletter – July 2025 – Issue 156 Trump’s tariffs for South Africa kicked in on Thursday 7th August 2025, and we are yet to see what impact that is […]