July 16, 2018
Seasons of Wealth – Winter
A wintery economy brings chores and opportunities
We are surrounded by cycles, some fast, others so slow we never see a change in our lifetime, but they are there. Climate change, for example, has been happening for millennia – it is nothing new (pollution is though of course). Somehow, every time winter comes round, especially a nasty cold front, we are caught unawares – gas bottles empty, no beanies and only salad in the fridge. The markets also go through cycles, while less predictable in timing than the four seasons, they keep on happening. Right now, for us in the Emerging markets, the winds are decidedly cool and the returns flattening, soon to turn negative for the year-on-year if it keeps up this pace. You can read the full blog Here; http://kerenga.com/wealth_cycle_winter/
November 6, 2016
It was a good week for the SA economy, even if that didn’t reflect on the stock exchange. The dropping of the charges against Gordhan instantly reflected in the exchange rate though – why the disparity? Stock exchanges are more inclined to move downward on political risk, and are slow to recover, not necessarily reacting to good news.... Full transcript available in a newsletter. Email me on firstname.lastname@example.org to get on the mailing list.
October 31, 2016
Pravin crossroads on Wednesday. Waiting on Trump and Hillary. Rand better but stock exchange not - why?
October 23, 2016
All the signs are toward tougher times but with better prospects on the horizon. Our economy is still heavily dependent on resource exports and this gradual recovery is good news - but should not be squandered. With flat returns from equities, fees are coming under the spotlight.
October 17, 2016
Everyone clamours after passive income. The thought of having money flow into your account, day and night with no effort, is intoxicating. Thousands of bestsellers have been written about it, but don’t be fooled, it is also very hard to do properly or quickly. In one way or another, most of us trade our time for money. You can read the full blog HERE.
October 16, 2016
Once again, just as the Rand looks set to improve, the Hawks fly in and much it all up again. The All Share also took a knock. The USA is preoccupied with their elections but as soon as the results are announced, irrespective of which candidate wins, the volatility in the market is likely to increase.
September 26, 2016
The Rand continues to look good, but markets drifting lower. No interest increase for now, or perhaps for the rest of the year. If you want to get the newsletter contact me on email@example.com.
September 22, 2016
In this, the final part of the wealth equation podcast series I will be talking about wealth itself. The stuff that is left over after you have consumed you income. You can read the original blog HERE .
September 18, 2016
Week 38 economy, RSA, in a nutshell. You can contact me on firstname.lastname@example.org if you want any more information or the resources mentioned in the podcast.
September 14, 2016
Wealth is what is left after you have consumed your income. This podcast looks at the consumption variable and how it can impact on your wealth. The original blog can be viewed at http://kerenga.com/wealth-equation-consumption/