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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 […]

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  • Newsletter – April 2026 – Issue 165
  • Newsletter – March 2026 – Issue 164
  • Newsletter – February 2026 – Issue 163
  • Newsletter – January 2026 – Issue 162
  • Newsletter – December 2025 – Issue 161

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