Brace for the inevitable market crash
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WHEN the Middle East conflict began in October last year, the conventional wisdom was that nobody had an incentive to allow this...
THE start of the year is always an opportunity to step back and re-evaluate the environment, whether it be setting personal goals...
WHOM do you expect to win in a race – Usain Bolt or Mo Farah? Naturally, to answer this question, you would...
IN FINANCIAL markets, there is an inherent tug-of-war between themes or stories and valuations. We are seeing one play out in the...
AT a very high level, there are two styles of investing. The first is to focus on asset allocation, or what we...
THERE is a saying: “A bird in hand is worth two in the bush.’‘ Based on a Google search, its earliest known...
HUMANS dislike uncertainty. We constantly seek explanations for why something has happened. Then we use these “reasons” to extrapolate what is going...
THE US Federal Reserve has been much derided for its 2021 characterisation of the spike in inflation being “transitory” – to the...
AS we enter 2023, investors’ scars from last year’s sell-off across publicly traded markets are still very raw. Against this backdrop, the...
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