Markets & Equities

The right asset classes for the right reasons

A friend of mine always tells the story of the farmer who bought a few lambs with the intention of expanding his farming activities. He fed them well and placed them in a small pen. He then set up his camping chair next to the pen, so he could keep a close eye on them. […]

Financial Planning Markets & Equities

Funds: Are they poor performers or just being mistreated?

When I mention the names Floyd Mayweather and Connor McGregor, four words come to mind: Top Arrogant World Champions. Both of them are regarded as some of the best in contact sport. Both of them put on a pair of gloves and get into a ring. Both of them want to see their opponents hit […]

Economy

How to avoid investment fraudsters

Nature never ceases to amaze me. A few years ago, during winter, our Border collie passed a little too close to our heater at home, and out of sheer curiosity about this heat-emitting wonder, walked away with a burnt snout. To this day, she avoids the heater by a few meters, even when it’s switched […]

Trading Ideas

Remgro definitely one to monitor

$JSEREM definitely one to monitor by SchalkLouw on TradingView.com Remgro will be a share I’ll be monitoring closely over the next few weeks. Nice little recovery that started in October last year, bringing the price now very close to the Apex of the Symmetric Triangle pattern . A break below the support (lower ascending trendline […]

Trading Ideas

Coronation…a recovery on steriods currently

$JSECML…a recovery on steriods currently by SchalkLouw on TradingView.com Great recovery coming from Coronation, with another +/- 5% run again today, bringing the YTD performance now to double-figures. After the 20-day moving average broke above the 50-day on the 4th of March, the trend definitely became a bit stronger and now look a lot healthier. […]

Markets & Equities

A look at the South African market in the context of emerging markets.

Bertrand Russel said “Collective fear stimulates herd instinct, and tends to produce ferocity toward those who are not regarded as members of the herd.” This is particularly fitting when we consider investments, as fear and greed are seen as the two main emotions in driving our markets. For this purpose, however, I would like to […]

Trading Ideas

Shoprite looking trolley for trolley, beter everyday

$JSESHP looking trolley for trolley, beter everyday by SchalkLouw on TradingView.com We’ve all seen the latest released SA retail figures and subsequently what it’s done to the local retail company trading updates and financial results. Yes, it’s been bad! But, like my kids always tell their old man: “dad…that’s sooooo last year!!” I recently published […]

Economy

Surprise earnings

I have found that it’s often the events that we look forward to the least, that turn out surprisingly well and that many events that we have looked forward to for a very long time, often tend to disappoint us. At the beginning of 2018, there were great expectations and hopes that our local stock […]

Trading Ideas

S&P500 – let’s see if it breaks

$SPX – let’s see if it breaks by SchalkLouw on TradingView.com Strong Momentum coming from the S&P500 since beginning of 2019. We’ve however now reached a top, where we could not see a break in Oct18, Nov18 and again on 25Feb19. Should the trend remain positive and we break and close above the 2815 level, we can […]

Trading Ideas

BATS and the dreaded Canadian ruling

$JSEBTI and the dreaded Canadian ruling by SchalkLouw on TradingView.com So, the Canadian court ordered British American Tobacco PLC ( LSE:BATS ), Philip Morris International Inc. ( NYSE:PM ) and Japan Tobacco Inc. ( TSE:2914 ) to pay $12.5 billion in damages to Quebec smokers after a 17-year legal battle, in the latest case to shock the global tobacco industry. This could see […]

Trading Ideas

#BRICS currencies movement for the Week – 1Mar19

#BRICS currencies movement for the Week – 1Mar19 by SchalkLouw on TradingView.com Not a great end to week for #SouthAfrica – $ZAR. S&P revised Eskom rating from negative to stable, but clearly the market remains worried. #BRICS currency/USD movements for this week: Brazil -0.7%  Russia -0.8%  India +0.1%  China +0.1%  South Africa -1.6%  Euro/USD +0.3% I must […]

Trading Ideas

Long Top5 oversold/overbought according to RSI & $JSETON

Long Top5 oversold/overbought according to RSI & $JSETON by SchalkLouw on TradingView.com End of week 1Mar19. Nice little comeback from both Richemont and AECI – personally still like them both. FTSE/JSE Allshare ( JSE:J203 ) Top5 oversold/overbought according to 14day RSI indicator as follow: JSE:DLT 12  JSE:TON 21  JSE:OMN 27  JSE:MNK 27  JSE:CSB 30 JSE:CFR 81  JSE:CPI 78  JSE:DTC 78  JSE:AFE 77  JSE:QLT 75 Spending a few minutes on […]

Economy

If you can measure it, you can manage it

Without numbers, terms such as “chances are” and “probably” would have no real meaning. Without chances and probability, the only way to approach risk would be through fate and destiny. Without numbers, risk would be based on nothing more than a hunch. We live in a world filled with numbers and calculations, whether its the […]

Trading Ideas

Two months in and Investec Ltd still top of the pops for 2019

Two months in and $JSEINL still top of the pops for 2019 by SchalkLouw on TradingView.com And that brings Feb19 to an end. Two down, ten to go! JSE:J200 ($JTopi) having a great start to the year – up 6.92% YTD. Top performer is still Investec Ltd, at 15.9% YTD. Question remain – time to take some […]

Trading Ideas

$ZARUSD – “John Connor, it is time”

$ZARUSD – “John Connor, it is time” by SchalkLouw on TradingView.com This might just be one of my current favorite trades and you’re getting it as fresh as it comes. This is the first time since 12 January 2018 where we’ve seen a Golden Cross on the USD/ZAR (basically the inverse Rand/US$). Previous time this happened, we’ve […]

Trading Ideas

#BRICS currencies movement for the Week – 22Feb19

#BRICS currencies movement for the Week – 22Feb19 by SchalkLouw on TradingView.com Fairly stable week for most BRICS #currencies, thanks to some USD weakness. #SouthAfrica recovering some of last weeks losses. #BRICS currency/USD movements for this week: Brazil -1.3%  Russia +1.4%  India +0.4%  China +0.9%  South Africa +0.5%  Euro/USD +0.4% I must admit that the […]

Trading Ideas

Top5 oversold/overbought according to RSI & $JSEWBO

Long Top5 oversold/overbought according to RSI & $JSEWBO by SchalkLouw on TradingView.com   End of week 22Feb19. Another week dominated by mostly Resources & also JSE:CPI . JSE:AMS also ended off the week at a 52-week HIGH. FTSE/JSE Allshare ( JSE:J203 ) Top5 oversold/overbought according to 14day RSI indicator as follow: JSE:WBO 17 JSE:TON 19 […]

Trading Ideas

Emerging Markets and my preferred #ETF Entry

Emerging Markets and my preferred #ETF Entry by SchalkLouw on TradingView.com Let’s start off with the declaimer – I’m South African and I might just be bias. If you would ask me to buy one #ETF and one ONLY, this will be my recovery ETF . Is it still a country full of challenges? YES! Could it […]

Trading Ideas

Is $JSEWHL really going to zero?

Is $JSEWHL really going to zero? by SchalkLouw on TradingView.com   This is just one of those graphs that don’t really need any comments…   Disclaimer: This publication has been issued by PSG Wealth Old Oak and does not represent the official PSG Wealth view. It is confidential and issued for the information of clients […]