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Risk

“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1”  Warren Buffett What does Buffett mean when he says that the first rule of investing is never to lose money, and the second rule is to never forget the first rule? Has Buffett never [...]

2017-04-21T08:17:14+00:00 April 21st, 2017|

Ring the Bell

Ring the Bell  Please let me know when market guru of the Johannesburg and/or the Nasdaq Stock Exchange rings the bell to tell us that we are at the top of the market cycle. Similarly, let me know when our market guru declares that we have reached [...]

2017-03-23T09:52:21+00:00 March 23rd, 2017|

Read to Learn

Read to Learn “If I have seen further, it is by standing on the shoulders of giants” This quotation is attributed to Sir Isaac Newton. Newton was making the point that had he not learnt from other great scientists, he would not have been able achieve what [...]

2017-03-16T13:20:36+00:00 March 16th, 2017|

Forecasting

Time to forecast? It’s that time of the year when many pundits provide an opinion on what they forecast for the year ahead. Some even go so far as to predict what the exchange rates or market indices will be as at the end of the year.  [...]

2017-01-25T05:38:56+00:00 January 17th, 2017|

Six Months

Our first six months review Market Context The Lunar BCI Worldwide Flexible Fund (LBWFA) was launched on 1 June 2016. In our first six months to 30 November 2016, several significant events have been playing out locally and globally, which impact the investment markets: The ongoing political [...]

2017-01-24T11:34:53+00:00 December 14th, 2016|

Making Sense

Seminal changes When the British voted marginally in favour of leaving the European Union (Brexit as it was popularly known as); many, including me and even Brexit supporters were surprised. Even more surprising was Donald Trump’s stunning victory in the US presidential elections. We were all led [...]

2017-01-24T11:34:53+00:00 November 16th, 2016|

Blind Spots

Changing lanes When experienced drivers change lanes, they know well to look out for vehicles or other objects that are in their blind spot. Objects that are in a blind spot, cannot be seen in either a vehicle’s rear- or side-view mirrors. So the driver has to [...]

2017-01-25T05:39:03+00:00 October 15th, 2016|

First of the First Quarters

Our first quarterly review Market Context The Lunar BCI Worldwide Flexible Fund (LBWFA) was launched on 1 June 2016. In our first quarter to 31 August 2016, several significant events have been playing out locally and globally, which impact the investment markets: The ongoing, so-called SARS war [...]

2017-01-25T05:39:11+00:00 September 13th, 2016|

Some Things Are Best Done Slowly

Kilimanjaro Last month, my wife and I, together with eight great friends had the very challenging opportunity to hike up to the highest point in Africa, Uhuru Peak on Mount Kilimanjaro in Tanzania. Uhuru peak is at 5895 metres above sea level and is also the highest [...]

2017-01-24T11:34:54+00:00 August 12th, 2016|

Blexim – Starting a fund now!

Curse or Blessing in disguise? Lunar Capital, the company I co-founded last year and Boutique Collective Investment Schemes have partnered and launched an investment fund (Lunar BCI Worldwide Flexible Fund) on 1 June 2016. If someone had told us that Brexit was going to happen later in [...]

2017-01-24T11:34:54+00:00 July 12th, 2016|