News flash News Flash - Trade, Tariffs, and Trouble

News Flash – Tariffs, Trade, and Trouble

Michael Power, a strategist at Investec, has written an interesting piece on what he considers to be the Fourth Industrial Revolution to be (it is not AI). He says that every such Revolution has been linked to a power source – steam, electrical, computer – and so the Revolution would be driven by access to…

News flash Switching roles

News Flash – A Switch in Roles

It is interesting to see the international political environment unfold. The US has gone from a country that was the leader of international diplomacy and has turned towards isolationism and protectionism. While Russia and China, traditionally isolated countries, are coming to the fore of negotiations, communication, and diplomacy. Is this potentially a foreshadowing of future…

News flash News Flash - The US, and everyone else

News Flash – The US, and everyone else

It is a condition of our time that the US dominates the international news. It seems that other countries only make the news in terms of their relationship with the US – Russia, China, Britain, the EU, Israel, Iran, North Korea, South Korea, Mexico, even South Africa. Dynasty Thought Leading “Looking for long-term returns in…

News flash War and peace

News Flash – War and Peace

It could be perceived that Trump is aiming to bring America to war. A few months ago, during the nuclear to and fro between America and North Korea (or rather Donald Trump and Kim Jong-un), Trump hit back with nuclear threats rather than being diplomatic. Now that North Korea has opted for peace, Trump has…

News flash World News - Melting pot

News Flash – A Melting Pot of World Events

The news this week was a melting pot of world events. The Fed maintained rates; Trump is in more trouble, facing Robert Mueller and Stormy Daniels; Theresa May continues to have Brexit woes; allegations were made that Iran acted against the nuclear deal; and Cambridge Analytica is facing closure. Locally, Trump did not exempt SA…

News flash America and China - Trade War

News Flash – Trade War Shakes Markets’

If Donald Trump completes his two terms as president, what will the political landscape look like in 7 years? In his first year alone he has caused loud, clumsy chaos, and more recently a potential trade war with China (which seems of his own accord since his cabinet continually tries to quash its potential). Will…

News Flash – Trade Wars, Face Plant, and Brexit Deal

A potential trade war was initiated between the two largest economies in the world. Donald Trump introduced $50billion of trade tariffs against China. So far China has retaliated with a measured response of $3billion in counter-tariffs, the EU and Britain are lining up their defences as well. It would seem that a great America under…