For a while it looked as if the Fed was going to be our main 2016 risk (and Zuma our […]
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Economic Thoughts: The contrarian windfall Funk
I don’t know about you, but I am getting ready for my next fix. Prof De Kiewiet after decades of […]
Economic Thoughts: Warren Buffett Upside Down
Warren Buffett is known for many sayings, having a worldwide following as the world’s most successful serial investor. One pays […]
Economic Thoughts: Thinking about the Rand
What is top of mind when thinking about Rand prospects, near term and far? It isn’t all daily randomness. There […]
Economic Thoughts: The main 2016 surprise?
So what is the most likely major 2016 bet turning out different? It is probably not the deepening SA drought […]
Economic Thoughts: An Interesting Year
It was an interesting year. Many also say it was a horrible year, and it certainly was for some, indeed […]
Economic Thoughts: Super Salesman Pravin Gordhan
There are genuine rewards & recognitions, and then there are hospital passes. What happened to Pravin Gordhan last Sunday was […]
Economic Thoughts: Zuma “changes” his mind
A rather unexpected course of events late Sunday night (13 December 2015), as Zuma “reconsiders” his decision to fire finance […]
Economic Thoughts: SA Tourism: up, up & away?
SA tourism has not had a good decade, marked by global economic crisis & falloff in travel, reinforced by own […]
Economic Thoughts: Impressions
What’s striking recently is the retreat of Chinese luxury, the impression of weak global industry but strong services sectors, weak […]