‘Verlore dekade’ op die JSE het ’n huis of ’n kar se geld gekos netwerk24.com/netwerk24/prom… via Netwerk24

Look at this chart which shows the USD returns of the S&P500 versus the JSE ALSI since 2013 and ask yourself why is your advisor still stuck on the JSE?
Let me guess? Home bias? Ignorance? Hidden incentives?
Answer: all of the above.

When I recommended 100% offshore allocation for certain clients--living or moving overseas mainly--I was slaughtered by the peanut gallery for being alarmist.
Now that everyone--and I mean everyone--is rushing for the offshore door, it is busy closing, while the JSE is tanking.

IMF warns SA’s medium-term prospects are weakest in decades businesslive.co.za/bd/economy/202… via BusinessLIVE

Have been saying that for a long time. Much of our inflation is USD-based. Smart people measure their wealth and returns in USD rather than rands, which buys less and less globally.

Reminds me of the municipality in the Northwest somewhere that threw a party when it received a 'qualified audit' from the Auditor General. Only in Africa!

The collapse of the R9trillion residential property market in SA is IMO having an effect on car sales, sales of furniture, construction, and a host of other industries listed on JSE linked to a normal, healthy property market.
Watch out for my article on Biznews on this issue…

You can talk until you are blue in the face, but property prices in Johburg won't recover in the face of widespread corruption, infrastructure neglect, and a hostile interest rate environment. And I live and grew up in Johburg!

You cannot have rising property prices when GDP per capital is declining, which has been the case for 10 years in SA. Aussie has been growing its wealth for 40 years and more without a recession...

Ironically the markets seem to prefer a strong ANC to a weaker one. A weak ANC means a coalition with either the EFF or MK, or both, which will be chaotic and damage investor confidence even more.
Viva ANC, viva Cyril!😂😂

Well done, Deon. Deon Meyer

Brenthurst sponsorship of small media companies is very important to me, coming from a media background. I know it is very tough out there but we need more critical voices to be heard, even if you don't always agree.

All the big asset managers are now suddenly 'experts' on offshore investing. I would suggest it's 10 years too late and would caution against expecting same returns going forward. ZAR is due for a period of strength.

How powerless we are in the face of such evil!
The looting and theft at municipal level make State Capture feel like a Sunday school picnic. We all pay the price in the collapsing value of our homes.

And corporate SA says people must retire at 60...

Treasury cannot say what I can say. The collapse in the rand is mostly due to the utter corruption and mismanagement of the SA economy. While ANC is in power this collapse will continue.

Bought 2 properties 10 year ago: one in SA for R5m and one in Mauritius for R4m.
The SA property was sold recently for R4,9m and the one on the island is now going for R19m! That's wat a collapsing currency does to wealth.

The collapse in the residential property values has wiped out middle-class net worth. It's a R9 trillion market and has a much greater wealth impact than the JSE.

Listen to 'Is the 60/40 Investment Approach Still Relevant? With Josh MacRae' Brought to you by Brenthurst Bulletin 🎯podcasters.spotify.com/pod/show/brent…

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