A turning point in the inflation cycle – the silver lining

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By Neels van Schaik

When days are dark friends are few Currently there is a very intense focus on the downswing in the domestic economy – how deep and how protracted will this be? Just as no-one believed that there could be a turning point in the upswing we experienced over the […]

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SA motor vehicle sales plummet

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By Kevin Lings

In May, new passenger vehicle sales (as reported by NAAMSA) plummeted by a very significant 28.1% y/y. This is the largest annual decline in passenger car sales in around 14 years, and a grave concern given the already high interest rates, record-high debt level, the cash-flow squeeze most consumers […]

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Dinner for ONE in Zimbabwe

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Although humorous, this Zimbabwean restaurant slip illustrates the harsh reality of a country in a huge mess and with an inflation rate going ballistic.


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Donald Coxe’s investment recommendations (May 2008)

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Donald Coxe, Global Portfolio Strategist of BMO Financial Group, has established a great “big picture” track record and built a large following over the years. His eloquently phrased investment recommendations are particularly insightful and are repeated in this post in an attempt to make sense of the troubled times encountered by financial markets. […]

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