A time in the market or timing the market? Our Head of Commodities, Andy Pfaff, discusses it in this week’s commentary.
“What are your thoughts on platinum and palladium? Palladium is so overbought it’s ridiculous and I’ve been waiting for a proper correction, but it’s just riding the electric vehicle surge. Do you think a correction is due?” Last week a friend’s son who had recently started work in the investment industry in London asked my
I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to
It is trite to note that humans consistently display a magnificent capacity to mentally project any current trend infinitely into the future in a linear fashion – particularly bull markets in equities – and to demonstrate amazement & horror when these fail to materialise. It is equally trite to state that financial asset valuations have
Andy Pfaff gives a commodity market update in conversation with Lindsay Williams, on Cape Town’s Fine Business Radio show. (July 16, 2018) [Source: FMR101.3 – Lindsay Williams – July 16, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch
Andy Pfaff appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (May 14, 2018) [Source: FMR101.3 – Lindsay Williams – May 14, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar formats,