When complacency sets in

Published on 2017-02-10

Posted on 10 Feb 2017

By Nick Kunze

Black swans: 2016 into 2017

Published on 2016-12-28

Posted on 28 Dec 2016

By Nick Kunze

The Trump Train – time to jump onboard?

Published on 2016-11-24

Posted on 24 Nov 2016

By Nick Kunze

Hedging is for gardeners

Published on 2016-09-08

Posted on 8 Sep 2016

By Nick Kunze

The Fed, Central Banks and lack of Credibility

Published on 2016-07-28

Posted on 28 Jul 2016

By Nick Kunze

Velocity of Money

Published on 2016-07-05

Posted on 5 Jul 2016

By Nigel Dunn

Black Swans and Fourth of July Fireworks

2016-07-04

Posted on 4 Jul 2016

By Nick Kunze

How to Measure and Survive Volatility

Published on 2016-06-17

Posted on 17 Jun 2016

By Nick Kunze

Silicon Valley, Silicon Savanah and Yabacon Valley

Published on 2016-06-02

Posted on 2 Jun 2016

By Nick Kunze

Investment Newsletter - Quarter Two of 2016

Published on 2016-05-31

Posted on 31 May 2016

By Nigel Dunn

The Risk of Emerging Markets

Published on 2016-05-18

Posted on 18 May 2016

By Nick Kunze

What happened to the African Renaissance?

Published on 2016-05-13

Posted on 13 May 2016

By Nick Kunze

The end of the quarter and the start of earnings season

Markets ended the first quarter of 2016 with a bit of a whimper after a seven week rally that rescued our All Share index from its worst start to a year since 2009. It was a period in which negative interest rates went main stream and oil resumed its wild ride.

Posted on 6 Apr 2016

By Nick Kunze

ZAR Reaches Key Juncture v.s. USD

The Rand has reached a key juncture against the USD, and encapsulates much of what is transpiring in South African politics right now.

Posted on 31 Mar 2016

By Nigel Dunn

Shifting through the noise

Look through any of the papers today and even the front page of the Financial Times, and you will read about Zuma, Gupta, Finance Ministers, noise and more noise. Now with the MPC due to meet this afternoon, the NEC this weekend and inflation running at over six percent, trying to put together a suitable portfolio is getting increasingly more difficult.

Posted on 17 Mar 2016

By Nick Kunze

Negative Interest Rates

Last month the Bank of Japan pushed official rates below zero. On Thursday the Yen strengthened further against the US dollar, trading at 112.7 versus the greenback - its lowest reading since November 2014. Japan's currency is now a staggering 5 per cent stronger than it was immediately before the BoJ's unexpected announcement in late January that it was moving official rates below zero.

Posted on 12 Feb 2016

By Nick Kunze

Negative interest rates. What it means and the opportunity it presents

In a surprise move the Bank of Japan has introduced a negative interest rate, joining the likes of Switzerland and Austria. In a negative interest rate scenario, depositors are actually charged to keep their money in the bank. The perception of such a move is that economic desperation is pending and traditional policy options have proven ineffective.

Posted on 29 Jan 2016

By Nick Kunze

Back to Reality

Following a Christmas break, those traders and brokers who were early to their desk this morning could be forgiven for thinking that they had too much eggnog over the festive period. What they saw on their screens may have seemed out of whack, but sadly it was an accurate snapshot of the markets. Locally, the Rand collapsed by more than 9% over the weekend, the biggest drop in seven years. It incredibly reached 17.9169 against the dollar before paring loses to “only” 16.5875 as I write. Elsewhere, bonds tumbled and stocks slid over in China as risk aversion came to the fore.

Posted on 11 Jan 2016

By Nick Kunze

Our Changing World

Times are a changing. In the past 10 years we have seen some household names such as Kodak – a company of 17,000 people that pioneered digital photography – go bankrupt while Instagram has reached a market capitalization of $1.3 billion with 13 employees.

Posted on 4 Dec 2015

By Nick Kunze

A Crucial Week

It’s the first week of the last month of 2015, and that means that there is a lot of news for traders and investors to digest.

Posted on 30 Nov 2015

By Nick Kunze