Life after Moody's - 6 trades to watch in the coming week

Life after Moody's - 6 trades to watch in the coming week

With the major risk event (Moody's) out the way, we are once again able to look at charts with confidence! Here are six trades that we...

3 Rand-

3 Rand-

It's hard to tell which way the Rand will go this week, so we are playing it safe.

6 short-term trades for a news filled week

6 short-term trades for a news filled week

It's a big news week and anything can happen, but we are bullish.

5 Trend following trades for an uncertain week

5 Trend following trades for an uncertain week

The trend is your friend... so instead of trying to make predictions on what the Brexit news will do to markets, we focus on following the...

The bulls are back in town!

The bulls are back in town!

The world suddenly turned bullish. We look at 7 trades for a bullish market.

7 short-term trades to keep an eye for in the new week

7 short-term trades to keep an eye for in the new week

Every week we look at what we think are some of the highest probability short-term trading opportunities in the local market. This week is no different...

Markets have us

Markets have us "Trumped"

No week is complete without a last-minute Trade War escalation.

Risk-off, trades on!

Risk-off, trades on!

The trade war seems to have escalated again.. which means risk-off for markets. We're planning for a weaker Rand and higher Gold price this coming week.

Petri Redelinghuys shares his insights on the markets for the week

Petri Redelinghuys shares his insights on the markets for the week

Over the weekend we saw some attacks in Saudi on oil production assets, so odds are that will get the heartbeats racing in the oil world....

US stock market on course for new highs!

US stock market on course for new highs!

I have to admit it is frustrating trying to navigate these markets as anything and everything can change at the drop of a hat… or a...

Weekly plan - 2 Sep 2019

Weekly plan - 2 Sep 2019

The trade war rages on... will markets remain range bound?

Ramblings of a fool

Ramblings of a fool

Well, alright. Attempt number four thousand over the last few weeks to write about what has been happing in markets.

Clover Update - Patience is probably one of the most important things an investor can have!

Clover Update - Patience is probably one of the most important things an investor can have!

In February Clover Industries announced that Milco SA, a consortium led by Tel Aviv-bases Central Bottling Company, has expressed a firm intention to acquire all of...

Rand strengthens on rate cut

Rand strengthens on rate cut

The reaction from the rand was a little opposite to what would normally happen, probably because the market was largely expecting the outcome.

It’s been a wild ride, but the historic bull market is still intact

It’s been a wild ride, but the historic bull market is still intact

Wow, the market has been wild over the last two months! A few months ago, I wrote about the changing of the trend on the S&P500...

Something has to give

Something has to give

It is amazing how quickly good news can turn to bad news in markets. Just a few weeks ago we had a set of events unfold...

Dead quiet markets

Dead quiet markets

Dead quiet markets. I’ve been trying to pin down the reason why the last few weeks have seen such low volume. Part of it surely is...

What are Investors starting to think or believe?

What are Investors starting to think or believe?

It’s been a while since I have had the time to sit down and collect my thoughts. Much has happened over the last two weeks and...

Let's take a look at what happened on the markets yesterday

Let's take a look at what happened on the markets yesterday

"The JSE trading volumes, which indicate activity levels, were down 39% compared to 2017”. This is really concerning and I suppose a sign of the times....

Tencent results and impact on Naspers

Tencent results and impact on Naspers

Standard Bank’s results came in ahead of what the market was expecting

Standard Bank’s results came in ahead of what the market was expecting

Standard Bank’s results came in ahead of what the market was expecting with profit growth of 7%. One of the major sources of improvements was the...

Major themes from last week

Major themes from last week

The two things that stand out the most to me so far are; the ferocious relief rally that we have seen in most global markets and,...

The bounce is real!

The bounce is real!

And as fast as the S&P500 came tumbling down, it rallied back up... well, almost as fast. From the Worst December is many decades for the...

Bearish price action is telling us a story

Bearish price action is telling us a story

My trading and investing career started in 2009. At the time, I had no idea that we had been in a crash scenario or that all...

SA out of recession

SA out of recession

Well, I have to admit that I am surprised that the GDP number came in to strong yesterday. GDP growth came in at 2.2% versus expectations...

Turning points are hard to call

Turning points are hard to call

Well, turning points are not that hard to call... when you are looking back. Retrospect is the most amazing analytical tool. Sadly, it's not a real...

Stand back and think it out before acting

Stand back and think it out before acting

Markets are tremendously tricky things. I have, a few times in my life, become very vocally bearish when markets traded the way that they are now...

Landmines wherever you look

Landmines wherever you look

Over the last few months we have witnessed Steinhoff practically melt away into nothingness, EOH's share price collapsed, as well as Resilient Real Estate Investment Trust,...

Perfect storm

Perfect storm

And just as things started looking better... the perfect set of circumstances rears up its head and crushes no only the SA market...

Why Tencent's regulatory hurdles matter

Why Tencent's regulatory hurdles matter

Essentially, there is nothing else like it. It has no competition in its market and even if it did, it already dwarfs its potential competitors anyway....

Shoprite earnings crush and bounce

Shoprite earnings crush and bounce

Overall though, things are actually looking pretty good for Shoprite, if you believe that things are looking good for SA.

The top performing Unit Trusts in South Africa

The top performing Unit Trusts in South Africa

The jury is still out on how this year will fare (as we are only half way, and the overall market is down), let’s have a...

How to invest in Unit Trusts

How to invest in Unit Trusts

Before just handing over your hard-earned savings though, there are a few things that you should know before you engage with your financial advisor.

How to invest in ETFs?

How to invest in ETFs?

The first step would be to ask yourself what the goal for your investment is. Is it to save for a deposit on a car or...

Growth and preservation equally important to wealthy families

Growth and preservation equally important to wealthy families

To achieve investment growth, in addition to the principal assets of their family businesses, wealthy families are turning to alternatives, notably real estate, private equity and...

Do ETFs pay dividends?

Do ETFs pay dividends?

The important thing to note here is that an ETF (Exchange TRaded Fund) is a fund, which means that it a large pool of grouped capital...

Is it good to invest in ETFs?

Is it good to invest in ETFs?

So, is it good to invest in ETFs? There are two major challenges that both smaller and less experienced investors face, that ETFs do a very...

2018 in context

2018 in context

The danger is that both traders and investors make a decision to either buy the dip, or sell their holdings, and then the very next day...

US earnings season should give some direction

US earnings season should give some direction

For the last few weeks markets have been somewhat sideways and directionless. Over and above, volumes traded in SA have been really low.

Dodging the ratings bullet

Dodging the ratings bullet

The upside surprise was the they had changed their outlook from negative to stable, which means that the likelihood of another downgrade in the near future...

What moved the market last week?

What moved the market last week?

Well, what a week it has been! I guess that if this is the pace that has been set for the year we are in for...

What moved the market last week

What moved the market last week

Last week was probably one of the most insane weeks I have ever seen in my life. First and foremost, the Steinhoff move...

What moved the market last week?

What moved the market last week?

The breakneck pace at which things changed accelerated last week with the Rand continuing its charge during the course of last week.

What moved the market last week

What moved the market last week

The biggest news is of course that ratings agencies delivered their outlook on South Africa on Friday night. I think maybe we should spend some time...

A community meet up with Petri Redelinghuys

A community meet up with Petri Redelinghuys

Would it not be nice to be able to meet people and build relationships with other traders and investors so that this lonely game can be...

What moved the market last week

What moved the market last week

Last week was full of exciting events! The most notable for me was Naspers. Tencent had reported quarterly results, which were ahead of expectations...

The return of market volume

The return of market volume

So I don't want to get too optimistic too quickly, but I have noticed that the volumes trading though the market has picked up a little...

What moved the market last week

What moved the market last week

In preparation for the upcoming week, it helps to unpack some of the events that took place last week in order to aid with building road...

What moved the market last week

What moved the market last week

Wondering what moved the market last week? Read this blog post by Petri from our Investor Community and join in on the conversation.

Community - Times like these

Community - Times like these

Usually the JSE does around R25bln a day (sometimes as high as R32bln), although over the last few months...