News flash News Flash - Speculative Investing

News Flash – Speculative Investing

“The individual investor should act consistently as an investor and not as a speculator.” – Benjamin Graham, a British-born American economist, professor, and investor   Benjamin Graham’s statement was made in the context that the future is very difficult to predict and that decisions should be based on real facts and analysis rather than risky,…

News flash News Flash – Volatility, Record Gains Record Losses

News Flash – Record Gains, Record Losses

“The difficulty lies not so much in developing new ideas as in escaping from old ones.”  – John Maynard Keynes, a British economist These words especially resonate with us today as we evaluate the impact that Covid-19 will have on consumer behaviour and the way businesses will be reshaped. For example, to maintain business sustainability…

News flash News Flash – Optimism in times of trial

News Flash – Optimism in times of trial

This week was once again positive for equity markets with returns for April now at staggering levels as quantified below. This has been caused by massive central bank stimulus programs across the globe, as well as by optimism that a vaccine against Covid-19 may be brought to market sooner than originally anticipated. Balance this positivity…

News flash News Flash – Covid-19 highlights the value of leadership

News Flash – Covid-19 highlights the value of leadership

The World Health Organisation has specifically praised South Africa for its ‘incredible’ response to Covid-19. Meanwhile, the global community is in shock over how badly the US is handling the outbreak, with a Paris-based political scientist saying, “America has not done badly, it has done exceptionally badly” and others saying that the response from the world’s richest and most…