Having spent some time catching up on our Gloom, Boom & Doom reports, from the honourable Marc Faber last week, one always has to ponder the bearish case. In his August report, Faber analysed the 15 largest bear markets since 1929, which makes interesting reading. According to Faber, on average, bear markets give back 21
The first quarter of the year, in terms of the equity markets, pretty much played out as we predicted at the end of 2013, with a lot of to-ing and fro-ing, but markets generally remaining range-bound over the quarter. In fact U.S. equity investors saw the weakest first quarter in five years. Emerging market equities once again
Excerpt from Roeloff Horne’s latest article that looks at the South African markets… “The 1966 Western? No… More like our current economic climate! Who can remember Clint Eastwood’s role (‘Blondie’) in the movie The Good, the Bad and the Ugly? One of the famous quotes in the movie was that of Tuco: “If you save
“You’ve got to accentuate the positive, eliminate the negative and latch on to the affirmative, don’t mess with Mister In-Between” In keeping with the lyrics of a WW2 era Bing Crosby / Andrews Sisters hit song, it was very much a case of “glass half full” in financial markets during the first quarter, as a
Welcome to the first quarter of 2013 and the New Year. I’m sure you’ve all been inundated with the many multitudes of market commentators who have offered their review of last year and the 10 critical investment decisions for the year ahead or significant inflection points. The great thing about the investment management business is
