Kyle William Harrison

| Senior Wealth Manager @ RMB Private Bank | Stellenbosch Alumni | Michaelhouse Old Boy |

[Chris Reddy @chrisreddy777_]

The JSE's Terrific 10

Similar to how the US has the Mag 7 that has driven the bulk of the gains there, SA has its own Terrific 10. These 10 shares have contributed 94% of the SWIX's total gains of 20.8% ytd. The Top 3 accounted for 52%!

Key Sectors being Gold, Media, Telcos & PGMs

[Navalism @NavalismHQ]

"Pick an industry where you can play long term games with long term people."

@naval

[Karin Richards @Richards_Karin]

1/2 I can only quote the courts:
“An occasional swallow does not make a summer” An occasional sale of shares yielding a profit does not in itself make you a dealer. - CIR v Middelman

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

Now think about risk assessments for clients and creating a low risk portfolio. Imagine if your financial advisor did not understand what risk really is .

[Wayne McCurrie @WayneMcCurrie]

Big sell off continues especially on nasdaq shares. Usa long bond at 3.7%. The usa jobs number was also poor. Great worries now about a hard landing in usa, leading to speculation that the first interest rates cut will be 0.5%. Ultimately the long bond etc is good for EM shares

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

Inflation adjusted S&P 500. Also shows how incredible the last few years have been .

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

I have shared this before , but speaks to the value of tactical asset allocation .

[Wayne McCurrie @WayneMcCurrie]

Well usa economy growing really strongly. 10 y bond at 4.6%. Now again the chances of a rare cut this year has receded. Hence the stronger usd weak rand and our really poor market. This is a seesaw. On Friday, exactly the opposite was in play!

[Wayne McCurrie @WayneMcCurrie]

Sarb left rates unchanged as expected. Sounded a little more positive on sa economy " risks to growth are balanced ". The Sarb will not move before the fed. The fed is data dependent as is every other player. I still think rate cut in June

[Kyle William Harrison @Kyle_w_harrison]

@DanielKingMWI @MagnusHeystek views on this?

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

If Microsoft is 3x the size of JSE , one can’t blame investors for choosing to invest offshore . SA is becoming increasingly irrelevant

[Simon Brown @SimonPB]

Microsoft once again the worlds largest stock

20 year log chart

[Wayne McCurrie @WayneMcCurrie]

A great new year to everyone. Hope year is the SA, Rand, commodity, and general SA shares year. I still think that the cycle has turned, despite the poor start to the year. Complete reversal of the end of last year's movements. Maybe we will get some data to confirm cycle change

[Karin Richards @Richards_Karin]

USD/ZAR: Over the 29 years since Dec 1994, the Rand has deteriorated by 416% to the USD.
That’s an annualised loss of 5.8% per year. Every year.

[Karin Richards @Richards_Karin]

JSE All-Share: The last 20 years | 2003 to 2023.
Annualised growth rate (CAGR) over the 20 years was +10.5%.
Including dividends, it improves to 14.0%.

[kevin lings @lingskevin]

SA Reserve Bank kept the Repo rate unchanged at 8.25% as expected. The decision was unanimous. The Reserve Bank warned about the upside risks to inflation, and made it clear that they will hike rates if inflationary pressures worsen. A good decision given current circumstances

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

When are investors going to realize that property is a bond dressed up as equity ?

[Jared Wright @jaredwright17]

🎶 "Rassie Rassie"

#SpringboksRWC

[Paul Theron @paul_vestact]

To become financially independent, you must save a lot. You need to consume less than you earn, and invest the difference. Your savings rate is a more reliable predictor of your long-term wealth than your investment returns.

[Wayne McCurrie @WayneMcCurrie]

SA inflation falls more than expected again. Down to 4.7% almost at the reserve bank actual target of 4.5% . No further SA rate increases unless catastrophe happens. Month on month high but once again administered prices