Global
SoftBank. Hard losses.
If you need to feel better about some of the unrealised losses in your portfolio, look no further than SoftBank's Vision Funds. Ghost Grad Kreeti Panday takes a closer look.
Global
Buying a second home overseas is not the only way to become a global citizen
Even if you have no intention of moving out of South Africa, having a reliable dollar income ensures that your purchasing power is preserved even in the event of an economic catastrophe, such as runaway inflation or political upheaval
Global
The arbitrage advantage: low risk returns from Bitcoin
The words “crypto” and “volatility” are synonymous. As these assets aren’t supported by underlying cash flows or a widely accepted valuation methodology, they tend...
Consumer and Retail
Defensive stocks? Be careful.
People talk about "defensive stocks" as though they can withstand anything. When it comes to retailers and margin mix, I'm afraid that just isn't true. Ask Walmart shareholders.
Financial Services
Citigroup: a conservative choice?
Ghost Grad Jordan Theron chose Citigroup as an interesting choice among the US banks. After a busy reporting season with the threat of recession looming, how does it stack up against other banks?
Global
Markets update: recession stocks and opportunities
I joined Nastassia Arendse on SABC News to discuss stocks that I wouldn't want to own in a recession, where I'm seeing some value in the market and how US banking regulators are sucking liquidity out of the system
Consumer and Retail
Ghost Global (Amazon | Twitter | Tesla | Verizon | AT&T)
Ghost Grad Sinawo Bikitsha takes us through the latest acquisition by Amazon, results from Twitter and Tesla and a really tough week for telecoms shares in the US.
Chris Gilmour
Africa – the final frontier (part 1)
In part 1 of this series on Africa, Chris Gilmour delves into the positive and negatives of the investment thesis. This continent is full of opportunity and perils.
Consumer and Retail
Can Lawrence Stroll vanquish Aston Martin’s financial troubles?
Lawrence Stroll loves the limelight and has made a fortune in the luxury goods space. Can he fix Aston Martin? With the news of a new strategic investor, Ghost Grad Kreeti Panday straps in for the ride.
Consumer and Retail
SABC News interview: patience in a bear market
In an SABC News interview, I discussed recession risks, the importance of share buybacks in this environment and whether I am buying or selling at the moment.
Global
Of inflation, interest rates and bear markets
Being bearish isn't a pleasant way to feel. The facts are the facts though and there are reasons to worry. What does a trip down memory lane with US rates and inflation teach us?
