Jarred Britany

Executive @pmk_group. Future proof investment advisor & SME consultant. Solutionist by nature & consultant by definition. Views are my own and are not advice.

[Jarred Britany @JarredBritany]

@madaboutmarkets The irony to be discussing this on X 😀

[Jarred Britany @JarredBritany]

@VusiThembekwayo

[Jarred Britany @JarredBritany]

@MichaelJordaan What will the impact of tariffs be on global growth ?

[simmi @simmiareff]

I haven’t laughed this hard in a long time. Imagine giving bowling tips to Dale Steyn 😂😂😂😂😂

[Compound248 💰 @compound248]

“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“

The most poignant question of the day came from a child.

Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout.

“[Charlie and I] never had any doubts about the other. person.“

Listen all the way - Warren ends it epically. ❤️

[Jim Bianco @biancoresearch]

1/15

What's going on with the bond market?

It is not pretty.

And if the bond market is ugly, everyone else suffers.

🧵

[Jarred Britany @JarredBritany]

@DeanOelsch Sounds like a good pineapple ad 😉

[Jarred Britany @JarredBritany]

@Derek_Hanekom You have just described every politician

[Squidge Rugby @SquidgeRugby]

One week ago, Siya Kolisi's immortals became just the second side to ever retain the Rugby World Cup. So, how did they do it, just how close was their 1-point win, and where, in the history of the game, does this side deserve to rank?
https://t.co/IyRids69OC

[Jarred Britany @JarredBritany]

@SquidgeRugby This is another level of brilliant!

[Karin Richards @Richards_Karin]

JSE: South Africa Equities: Foreign flows out of MSCI SA. Incredible chart by NinetyOne.
In my view it reflects the relentless erosion of confidence in SA. After a brief Ramaphoria blip in 2018, it’s been downhill all the way.

[Charlie Bilello @charliebilello]

2023 Total Returns...

The Enormous Eight...
$NVDA: +183%
$META: +149%
$TSLA: +109%
$AMZN: +55%
$GOOGL: +49%
$AAPL: +35%
$MSFT: +35%
$NFLX: +31%

Everyone Else...
S&P 500 Equal Weight ETF $RSP: +3%
S&P Small Cap ETF $IJR: +1%

[Jarred Britany @JarredBritany]

@madaboutmarkets Do both? Get the beta from passive and have exposure to one or 2 active managers that look for diversification and opportunities in different areas?

[Daniel King @DanielKing043]

Equity market charts from JPMorgan👇🏼

Superior earnings growth in the US has driven the static valuation measures to all-time highs despite increases in bond yields.

This is increasingly driven by mega caps in the S&P, which are occupying an unprecedented share of the index.

[Jarred Britany @JarredBritany]

@iamkoshiek I think keeping fees low is NB but what ever u are paying make sure its adding value. With any active management, advice and LISP fee (often needed for RA or any product with life licence) I don’t think 1% is easy. Don’t just pay the higher fee make sure it is beneficial!!

[Jarred Britany @JarredBritany]

@madaboutmarkets I think the 25bps would be a reasonable average. If you take the difference between multi-asset funds in the market and compare to asset specific funds E.g. pure equity fund, the difference should be for AA?

[A-P @rugby_ap]

Unbelievable power. What a sight!

[Jarred Britany @JarredBritany]

@madaboutmarkets We use DFMs but remain very active in fund construction. I think it’s responsible to have your own views and DD of managers…conferences (the right ones) are a one stop shop to hear directly from managers and also to get exposure to managers not in your mix

[Cullen Roche @cullenroche]

New piece up - a postmortem on SVB.

https://t.co/28E4nyorAJ

[Joanne Baynham CA (SA), CFA ® @madaboutmarkets]

Perhaps timing the market matters after all . Love this graph @Cy36ONE