This week we look at the FED report-back to congress and unpack the developing Silicon Valley Bank story in the US.

This week we look at the China, Russia, RSA relationship and how this might alter our world standing. China is emerging from zero covid, but globalism has reversed and this might impact their ambitions. We also look at inflation, and specifically how inflation matching portfolios might not be the answer for retirees needing income that sustains them for the whole of their life.   

This week we review the budget, especially around Eskom and the departure of de Rutyer. The Rand devalued sharply, and we look at the causes of that. Offshore is still in a plateau, but bond yields continue to invert - the Recession watch continues. 

This week we discuss US CPI and the potential for a FED pivot. We look at the deprecating Rand and what might be causing it. The RSA Budget is next week and we touch on some things that might be covered. 

This week we look at the State of the Nation, Lyft, Google and Netflix and the first instalment of 'The Principles of Investing'.  

This week we discuss the US employment data and possibility for a recession. Cobie equates the addiction to QE to Pavlov. We revisit Pakistan and their $7bn loan from the IMF and the Ts&Cs that might apply. We have a new look at Prosus and how they are navigating their TenCent/Chinese investment. 

This week we look at China, India and the Adani group, Microsoft and AI. 

This week we look at resistance levels, how we use them and how they are playing out in US markets. There is a focus piece on Adam Smith, and the wisdom of small government and minimal intervention. 

We are looking forward to 2023. Why is the JSE on a growth streak? The end of free cash in the West and its impact. The implications for the China opening and impact of Covid. A medical aid case study for an RSA traveller to the US. 

This week we look at the weaker dollar, the changing dynamics with China, expectations for 2023 and Amazon