Negative on Interest

  Market Scorecard Markets have been seesawing between red and green over the last few days as they are looking for a catalyst to push them in a particular direction. On the one hand, there are worries of a second wave of infections and increasing tensions between the US and China. Trump said yesterday that … Continue reading Negative on Interest

The Sun Came Up

  Market Scorecard There are a few days on the market that stick in your mind. On the up side, the day after the Fed announced their quantitative easing (QE) programs, all stocks rocketed higher. Those are very nice days to be sitting behind your computer. At the opposite end of the spectrum was the … Continue reading The Sun Came Up

City of Old

  Market Scorecard Following the ADP jobs numbers on Wednesday, the official employment figures out on Friday were equally disappointing. Well, disappointing is relative. The number of new jobs created in the US was only 75 000, instead of the 185 000 expected. The unemployment rate stayed steady at 3.6%, so not terrible numbers. What … Continue reading City of Old

Yebo Gogo

"Whilst Vodacom is not a broad part of our client portfolios, it certainly does have an important place. Even if earnings don't show material moves higher, the company is likely to continue to show good dividend growth. In an increasingly volatile world, locally that is. Having said that, the company still has a large portion … Continue reading Yebo Gogo