@madaboutmarkets Avatar @madaboutmarkets Joanne Baynham CA (SA), CFA ®

Joanne Baynham CA (SA), CFA ® posts on X about money, inflation, investment, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

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Social Influence

Social category influence finance countries technology brands stocks social networks travel destinations cryptocurrencies celebrities us election currencies

Social topic influence money, inflation, investment, stocks, rates, fund manager, china, south africa, finance, if you

Top accounts mentioned or mentioned by @davideborall @jkza @mommymoneyza @liebenbergcarl @sashtonsean @sharetwits @dirkgroeneveld @peenscfp @bhekisibiluane @jseinvest @ourda @sonofscrat @quarkfusion @apollomamllp @stockwavenews @chrisveegh @libertarianza @ninetyonesa @hazelwooddave @assettvrsa

Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@FinanceGhost Surely 20per down is a massive overreaction . Since when do megacaps trade like penny stocks"
X Link 2022-02-03T05:54Z [----] followers, [--] engagements

"Anyone know how to value a DFM business in SA"
X Link 2022-12-02T07:47Z [----] followers, [--] engagements

"The MSCI world index now has 15per in US Tech . Unreal *MSCI WORLD INDEX RISES 0.5% TO HIT HIGHEST LEVEL ON RECORD Wow Global stocks are doing really well these days. .Now let's take a look at what's in the MSCI World Index https://t.co/LY85K7hZFa *MSCI WORLD INDEX RISES 0.5% TO HIT HIGHEST LEVEL ON RECORD Wow Global stocks are doing really well these days. .Now let's take a look at what's in the MSCI World Index https://t.co/LY85K7hZFa"
X Link 2024-02-07T22:57Z [----] followers, [---] engagements

"@LivingwithTsepo Its actually 60per US . I was amazed that a small number of shares were 15per"
X Link 2024-02-08T00:20Z [----] followers, [--] engagements

"And in other fairy tales - money grows on trees . I wonder if hell suggest giving out free degrees ( no studying required) #SONA2024 President says "we have seen the benefits of the SRD Grant & will extend & improve it as the next step towards income support for the unemployed. These grants. are an investment in the future" This is welcome but we now need details of the transition to basic income. https://t.co/426z4bNvNx #SONA2024 President says "we have seen the benefits of the SRD Grant & will extend & improve it as the next step towards income support for the unemployed. These grants. are"
X Link 2024-02-08T18:23Z [----] followers, [----] engagements

"@SashtonSean Perhaps not a bubble but a MSCI world index that is 70per US and [--] stocks account for 15per seems somewhat crazy to me"
X Link 2024-02-13T11:30Z [----] followers, [---] engagements

"Is there a SA ETF that only buys rand hedges"
X Link 2024-02-26T10:22Z [----] followers, [----] engagements

"@CPResearch24 At no point did I recommend investing with Coro . Your point is all about their returns"
X Link 2024-05-07T13:21Z [----] followers, [--] engagements

"South Africa will never get decent growth without fixed investment spend - currently only [--] trillion 15per of GDP . It needs to be significantly higher . If this rises it will be bullish for SA growth . PPP key - Laurium Capital"
X Link 2025-01-27T09:53Z [----] followers, [----] engagements

"@swartsrh Yes when a country is at full employment . When unemployment is as high as it is in SA min wages stops people learning much needed skills . Also labour unions should be illegal when over 40per of SAs dont have jobs . Who speaks for them"
X Link 2025-02-07T07:16Z [----] followers, [--] engagements

"Bela NHI & now EWC . Do any of these sound like growing SAs economy We need to make the pie bigger and none of this is encouraging growth "
X Link 2025-02-12T06:11Z [----] followers, [----] engagements

"If you haven't done so already listen to JD Vance's recent speech in Munich. Goose bump stuff for those who like healthy debate . Long live the town hall"
X Link 2025-02-16T15:45Z [----] followers, [----] engagements

"Hedge Funds are back: Why investors are increasing allocations. Great to see Schroders saying what @ApolloMAMLLP having been saying for a very long time now . https://citywire.com/za/news/hedge-funds-are-back-why-investors-are-increasing-allocations/a2459708 https://citywire.com/za/news/hedge-funds-are-back-why-investors-are-increasing-allocations/a2459708"
X Link 2025-02-17T05:48Z [----] followers, [---] engagements

"@OnlyTheZilla @ApolloMAMLLP Apollo Multi Asset Manager is a global company so sadly SA investors cant invest . But I agree I have also been investing in Hedge funds in SA especially for my conservative clients "
X Link 2025-02-17T06:20Z [----] followers, [--] engagements

"@here_johnny In a living annuity"
X Link 2025-02-18T07:09Z [----] followers, [---] engagements

"@mommy_moneyza And the SARB can keep rates high squeezing out investment"
X Link 2025-02-20T13:14Z [----] followers, [--] engagements

"So the world that is being painted is 80per of jobs being taken by AI . Electricity & water prices to go sky high and now we have climate change too"
X Link 2025-08-25T06:36Z [----] followers, [---] engagements

"I see Hendrik Du Toit ( Ninety One ) is lamenting the state of SA . Wonderful to see leaders take a stand but which banks are washing ill gotten gains . The corrupt in SA cant do it alone. Someone is taking their money . How do those politicians on salaries buying penthouses in the Atlantic seaboard . Something stinks"
X Link 2025-09-07T18:45Z [----] followers, 27.8K engagements

"Currently the proposed 3per tax on company revenue is a voluntary tax ( for BEE points ) . On what grounds could the ANC make this compulsory . Anyone know"
X Link 2025-10-06T06:19Z [----] followers, [---] engagements

"Next time someone says Local is lekker show them this. Performance of the JSE is not based on SA growth rates. One could just as easily replicate it via a global mining fund"
X Link 2025-10-06T12:03Z [----] followers, 29.2K engagements

"So hard to believe this is real Actual shot (not AI) of a French detective working the case of the French Crown Jewels that were stolen from the Louvre in a brazen daylight robbery. Somehow he looks like hes smoking even without a cigarette in his hand but surely everything you know about life is screaming https://t.co/YaaoGbzSjE Actual shot (not AI) of a French detective working the case of the French Crown Jewels that were stolen from the Louvre in a brazen daylight robbery. Somehow he looks like hes smoking even without a cigarette in his hand but surely everything you know about life is"
X Link 2025-10-23T05:07Z [----] followers, [----] engagements

"I have been reading various SA hedge fund fact sheets and most take performance fees if they beat cash; some take just for being positive. Arguably they could just park their funds in credit and take the carry above cash and earn performance fees. There seems to be me to be a skewing of alignment of interests and performance fees should be on a higher hurdle"
X Link 2025-10-24T11:30Z [----] followers, [----] engagements

"If one believes market trend up over time why hold hedge funds for the long run . Performance fees seem an expensive fee to protect one from human behavior . Plus if you are scared of risk buy income funds most give real returns of 2per with very little risk . I love hedge funds I just think some hurdle rates are a joke . And they dont remotely align with what the funds are hoping to achieve"
X Link 2025-10-24T12:11Z [----] followers, [---] engagements

"We know compounding works with the uber rich so obscenely rich that I am not sure what ever changes this. Just look at AI stocks versus everything else . We are in a small number of winners versus everything else world . If markets crack the lower end will lose their jobs "
X Link 2025-10-31T09:17Z [----] followers, [---] engagements

"Seriously what are they thinking . Have they lost their minds WORLD BANK GRANTS SA R15BN LOAN The World Bank has approved a R15.7-billion loan to South Africa to support a six-year programme aimed at improving services in the countrys biggest cities. The initiative called the Metro Services Trading Programme rewards municipalities https://t.co/VuXc6THtxF WORLD BANK GRANTS SA R15BN LOAN The World Bank has approved a R15.7-billion loan to South Africa to support a six-year programme aimed at improving services in the countrys biggest cities. The initiative called the Metro Services Trading"
X Link 2025-11-10T14:42Z [----] followers, [----] engagements

"If your financial advisor tells you this be very afraid . You went to them for financial advice ( not therapy ) . Yes everyone is individual & has their own special needs but understanding asset allocation and risk is crucial to your long term financial health "
X Link 2025-11-11T05:38Z [----] followers, [---] engagements

"@JSE_Invest 100per - sign of desperation if you ask me"
X Link 2025-11-13T07:15Z [----] followers, [---] engagements

"@davideborall Is that the same argument for Coreweave and Oracle"
X Link 2025-11-14T07:01Z [----] followers, [---] engagements

"How do we get in this out in MSM. This is the message that needs to be shared far and wide @Our_DA In South Africa black people who think with their buttocks are advocating for a few blacks (who may well be less than 10) to own 30% of Starlink versus the ministers equity equivalent option of connecting [----] rural schools benefiting [---] million learners (mostly black) for In South Africa black people who think with their buttocks are advocating for a few blacks (who may well be less than 10) to own 30% of Starlink versus the ministers equity equivalent option of connecting [----] rural schools"
X Link 2025-12-14T09:24Z [----] followers, [----] engagements

"Is Blue Owl the canary in the coal mine"
X Link 2025-12-18T02:45Z [----] followers, [---] engagements

"@PolemicTMM Currently in Vietnam too . Such good value for money( even in ZAR ) with great beaches in Phu Quoc "
X Link 2025-12-29T07:30Z [----] followers, [---] engagements

"Mashatile is as close to an echo of Zuma as a kept politician as we have seen since [----] from the book the Dark Prince . One of the scariest books on SA I have read in awhile"
X Link 2026-01-01T10:12Z [----] followers, [---] engagements

"Yup unless you buy a super car have never understood why people buy expensive cars if you are still in your saving cycle of life . [--]. Don't Buy New Luxury Cars Most new cars lose up to 60% of their value [--] years after you first purchase them. Millionaires buy used cars because: - They are cheaper - They've already depreciated - They can invest the "saved" money Don't invest in negative returns. [--]. Don't Buy New Luxury Cars Most new cars lose up to 60% of their value [--] years after you first purchase them. Millionaires buy used cars because: - They are cheaper - They've already depreciated -"
X Link 2026-01-02T05:20Z [----] followers, [---] engagements

"Etiquette needs to be taught in schools again who agrees"
X Link 2026-01-06T05:52Z [----] followers, [---] engagements

"Retirement is not an age passive income gives you choices not to feel trapped "
X Link 2026-01-07T05:58Z [----] followers, [---] engagements

"What if like Keir Starmer is threatening they ban X . They surely must be tempted This is what race nationalist panic looks like. Our president has set the precedent. They're totally panicked. The "Maduro effect" This is what race nationalist panic looks like. Our president has set the precedent. They're totally panicked. The "Maduro effect""
X Link 2026-01-10T02:09Z [----] followers, [---] engagements

"This is an impressive track record"
X Link 2026-01-13T12:42Z [----] followers, 11.6K engagements

"Just interviewed a bunch of SA hedge fund managers bullish SA inc. Falling bond yields have not been reflected in SA consumer facing shares ( esp banks ) . Protection is cheap but single stocks shorts are harder to find "
X Link 2026-01-19T08:44Z [----] followers, 14.9K engagements

"@JSE_Invest Not many to be fair and it would have been wrong . One was far better holding on to gold plat etc . SA inc has only really come alive of late"
X Link 2026-01-19T10:46Z [----] followers, [---] engagements

"@JSE_Invest Yip that is my point . It was one way traffic until of late"
X Link 2026-01-19T10:49Z [----] followers, [---] engagements

"@StockWaveNews If the dollar rises and gold then falls ( or perhaps not ) and the rand falls (and inflation picks up ) does SA inc naturally outperform. Or do you think SA growth picks up regardless of global forces"
X Link 2026-01-19T10:58Z [----] followers, [---] engagements

"@StockWaveNews I guess it also boils down whether investors are buying active vs passive . If foreigners buy the ALSI SA inc could struggle on a relative basis "
X Link 2026-01-19T11:14Z [----] followers, [---] engagements

"Just interviewed a bunch of SA managers selective SA inc are showing value especially the banks . High dividend yields and low PE ratios . Profits have been taken in platinum counters after the enormous rally . Could be another tough year for active managers if gold flies"
X Link 2026-01-19T13:02Z [----] followers, [----] engagements

"Just interviewed some global multi-asset managers stocks are generally expensive and one needs to actively pick stocks. Bonds aren't the diversifier they used to be. Real assets are a better bet ( but come with volatility). 5% real returns targets could be trickier going forward https://twitter.com/i/web/status/2014256668842840475 https://twitter.com/i/web/status/2014256668842840475"
X Link 2026-01-22T08:39Z [----] followers, [----] engagements

"Recency bias is strong in fund managers. I just interviewed a bunch of local multi-asset managers local equities to outperform local preferred to offshore and bonds should beat cash. What was more surprising real returns of 8-10% targets are expected for the next [--] months"
X Link 2026-01-22T10:15Z [----] followers, [----] engagements

"Brilliant session with SA fixed income managers . SA bonds are now trading above fundamentals - too much good news has been priced in . Plus given terms of trade the Rand should be at [--] . It is not because local growth issues are still disappointing . Gold is flown out the country does not rely on the ports https://twitter.com/i/web/status/2014322003067420973 https://twitter.com/i/web/status/2014322003067420973"
X Link 2026-01-22T12:59Z [----] followers, [----] engagements

"stepping back from the noise one of my most hated finance comments . Anyone have any others"
X Link 2026-01-22T16:37Z [----] followers, [----] engagements

"I have lost count of the number of times I have seen people say " ignore the noise" and I have often wondered why I find it so condescending. This from perplexity summed it up for me. "Vague to the point of uselessness Noise is rarely defined precisely: Without specifyingwhatnoise andwhatis signal it becomes a lazy allpurpose slogan rather than a helpful filter. Because anyone can label opposing data as noise it sometimes becomes a rhetorical shield against inconvenient facts instead of a real riskmanagement idea. For analytically minded people that fuzziness reads as handwaving rather than"
X Link 2026-01-23T10:41Z [----] followers, [----] engagements

"If a wealth manager/ IFA shows you a graph of the MSCI world and tells you all you need to do is buy and hold they are forgetting that people have cash flow needs and struggle to stomach risk. It's not as easy as it looks. Plus real returns also matter"
X Link 2026-01-23T10:56Z [----] followers, [----] engagements

"@StockWaveNews Not everyone is American"
X Link 2026-01-23T11:10Z [----] followers, [---] engagements

"My comment was not about active managers outperforming or not . My comment was buy and holding of a specific fund or asset class is not always the correct strategy . Here is how the JSE did from [----] to [----] . Not saying this will happen again . But buy and hold is not always obvious . One needs to know what to buy in the first place . https://twitter.com/i/web/status/2014660729534591012 https://twitter.com/i/web/status/2014660729534591012"
X Link 2026-01-23T11:25Z [----] followers, [---] engagements

"Just because it is priced in dollars it does not mean it is a dollar asset . If you dont want to bring your dollars back to SA but are worried about your investment returns than speak to your financial advisor . There are ways to protect one against Rand strength "
X Link 2026-01-25T18:06Z [----] followers, [----] engagements

"@Brunoschwalbach You are the exception . Most people are still going on about their NY resolutions"
X Link 2026-01-26T08:11Z [----] followers, [--] engagements

"Cape Town might be the city that works for you but check out these new proposed costs . All fixed increases being proposed and based on the value of your property . A wealth tax in plain sight "
X Link 2025-03-30T06:09Z [----] followers, 21.5K engagements

"It has been a sellers markets for months and months now in CT . Given that why does anyone pay estate agents fees or at the very least limit it to 2per . Financial services have seen massive fee reduction why not estate agents"
X Link 2026-01-25T10:13Z [----] followers, 11.1K engagements

"The financial advice business spends an inordinate amount of time trying to ascertain client risk appetites ( a lot of it being CYA) but at end of the day it boils down to time frames and cash flow needs. We make it too complicated sometimes"
X Link 2026-01-26T16:13Z [----] followers, [----] engagements

"Great article on Silver reads like a novel The centuries-old relative valuation between silver and gold should give overexcitable buyers pause even as silver scales new highs. Tap the 🔗 for details. https://t.co/QG1RBzv52d The centuries-old relative valuation between silver and gold should give overexcitable buyers pause even as silver scales new highs. Tap the 🔗 for details. https://t.co/QG1RBzv52d"
X Link 2026-01-29T11:19Z [----] followers, [----] engagements

"To those Fixed income managers who follow me seriously how can the SARB not cut rates . How much stronger does the Rand need to be"
X Link 2026-01-29T13:20Z [----] followers, 49.3K engagements

"@SashtonSean When you have a hammer everything looks like a nail"
X Link 2026-01-29T13:56Z [----] followers, [----] engagements

"I guess we should have known when the SARB was looking to stop the prime rate they were hoping the banks would cut their margins and that way get lower rates into the economy. And then if inflation surprised on the upside it wasn't their fault for " lowering rates.""
X Link 2026-01-29T14:35Z [----] followers, [----] engagements

"@sharetwits And thats what makes markets different opinions 😉. Personally I think competition drives prices down. But a high CoC makes running a business really hard in SA . Real rates on risk free assets are far too high"
X Link 2026-01-29T18:26Z [----] followers, [----] engagements

"The financial industry spends a lot of time trying to sell better relative returns but not nearly enough time discussing the appropriateness of the underlying benchmarks in the first place. Prove me wrong"
X Link 2026-02-03T08:48Z [----] followers, [----] engagements

"What do you think has a bigger impact on inflation central banks or true competition between companies Do central banks have control over supply-side inflation"
X Link 2026-02-03T09:05Z [----] followers, [----] engagements

"@Brunoschwalbach My point was more nuanced than that. Within asset classes what is the appropriate benchmark High-risk clients want CPI + [--]. Has a manager who achieved this but under-performed the MSCI has done a good or bad job and over what period should it matter"
X Link 2026-02-03T09:11Z [----] followers, [---] engagements

"@mommy_moneyza And do you think a lower cost of capital encourages investment spend and thus more competition"
X Link 2026-02-03T09:22Z [----] followers, [--] engagements

"Having worked as a fund manager DFM and now wealth manager ( IFA) I am constantly amused by how the industry likes to advocate for behavioural finance for wealth management whilst investing is left to others. Sure my doctor needs to have a bedside manner but I hope he also has the requisite skills too https://twitter.com/i/web/status/2018941081728037011 https://twitter.com/i/web/status/2018941081728037011"
X Link 2026-02-04T06:53Z [----] followers, [----] engagements

"Great graph from Foord"
X Link 2026-02-04T08:54Z [----] followers, [----] engagements

"Should a fund manager have a mea culpa after poor returns The arrogance in the financial service industry continues to astound me"
X Link 2026-02-04T09:49Z [----] followers, [----] engagements

"If the Rand goes to R15 to the dollar the whole coal mining in sector goes bust in SA - view from 36One"
X Link 2026-02-05T08:29Z [----] followers, [---] engagements

"@ThriveCentreZA Best you ask them but I thought it was pretty harrowing comment. How correlated is the coal sector to the exchange rate in your opinion"
X Link 2026-02-05T09:19Z [----] followers, [---] engagements

"@chris_veegh You are technically correct but lower inflation expectations should lead to lower rates over time . This should be good for animal spirits and thus increased borrowing"
X Link 2026-02-05T14:40Z [----] followers, [--] engagements

"I interviewed about [--] managers two weeks ago for Asset TV . Bulls outnumbered bears by about [--] to [--] . I guess whenever sentiment is that bullish markets surprise one in the opposite direction"
X Link 2026-02-05T16:08Z [----] followers, [----] engagements

"Just imagine what will happen when he is head of the DA . https://www.bloomberg.com/news/articles/2026-02-05/south-africa-news-cape-town-will-slap-tax-hike-on-airbnb-owners https://www.bloomberg.com/news/articles/2026-02-05/south-africa-news-cape-town-will-slap-tax-hike-on-airbnb-owners"
X Link 2026-02-06T05:36Z [----] followers, [--] engagements

"If a manager blames their investment style being out of favour for poor performance ask them if they argued that it was their style not their stock picking during periods of outperformance"
X Link 2026-02-09T09:28Z [----] followers, [----] engagements

"I love how this turns into moral case @madaboutmarkets Not so much Joanne. [--]. 80-100% is nonsense. [--]. 90% of the citys water costs are fixed. Its a bit rich for rich people who have enjoyed a dramatic increase in the value of their assets to expect poor people without those assets to subsidize their access to city water which is @madaboutmarkets Not so much Joanne. [--]. 80-100% is nonsense. [--]. 90% of the citys water costs are fixed. Its a bit rich for rich people who have enjoyed a dramatic increase in the value of their assets to expect poor people without those assets to subsidize their"
X Link 2026-02-09T13:16Z [----] followers, [----] engagements

"@LibertarianZA The number of staunch DA voters I speak to who are planning to not vote DA rises by the day . Socialism does not work anywhere in world except where tax payers are greater than those on social grants "
X Link 2026-02-09T19:49Z [----] followers, [---] engagements

"Just interviewed some SA FI managers; message: don't bank on further capital appreciation. It is now a yield story and rand expected to stay strong; taxes are improving thanks to commodities. We still need 3% real growth to get debt to GDP down"
X Link 2026-01-22T08:37Z [----] followers, [----] engagements

"If the City of Cape Town really wanted to help with supply they would limit it to [--] days a year . This is purely to help the hotels that will increase their prices as competition will decrease . A doubling of rates wont put off those who rent a lot . https://www.bloomberg.com/news/articles/2026-02-05/south-africa-news-cape-town-will-slap-tax-hike-on-airbnb-owners https://www.bloomberg.com/news/articles/2026-02-05/south-africa-news-cape-town-will-slap-tax-hike-on-airbnb-owners"
X Link 2026-02-06T06:17Z [----] followers, [----] engagements

"Just got charged 12per tip for the bar man to pour a bottle of wine . CT had lost the plot"
X Link 2026-02-13T20:00Z [----] followers, [----] engagements

"Grok reckons this is true . No wonder Capetonians are so gatvol Average monthly rates and taxes for a $2.5M apartment in these cities: Dubai: $0 Tokyo: $550 London: $350 Sydney: $500 Warsaw: $50 New York: $800 Berlin: $450 Hong Kong: $550 Paris: $780 Cape Town: $1 [---] Average monthly rates and taxes for a $2.5M apartment in these cities: Dubai: $0 Tokyo: $550 London: $350 Sydney: $500 Warsaw: $50 New York: $800 Berlin: $450 Hong Kong: $550 Paris: $780 Cape Town: $1 570"
X Link 2026-02-16T10:51Z [----] followers, [----] engagements

"@MichaelJordaan What happens when passives are the only game in town & ETFs cant make money from lending out shares . How does zero work then"
X Link 2018-08-20T15:01Z [----] followers, [--] engagements

"Anyone have any strong views on the #dollar they want to share - short term weakness followed by strength against all currencies (esp EM) seems to be the consensus"
X Link 2018-08-28T11:53Z [----] followers, [--] engagements

"Negative interest rates negative oil prices helicopter money - anyone else out there that thinks their finance degrees are out of date"
X Link 2020-04-20T18:55Z [----] followers, [--] engagements

"This is only applicable to defined benefit schemes most of which are government schemes underwritten by taxpayers . Most retirement funds are no better than a pyramid scheme if economy goes south the payouts are sustained so long as there are many young people paying in than retirees exiting after inflation. In deductions stopped flowing invested assets wilted & the ponzi collapsed 3/6 Most retirement funds are no better than a pyramid scheme if economy goes south the payouts are sustained so long as there are many young people paying in than retirees exiting after inflation. In deductions"
X Link 2021-06-21T06:18Z [----] followers, [--] engagements

"Imagine if a clients portfolio had 39per in one stock Warren Buffett's public stock portfolio as of last quarter https://t.co/lQulV3Vuor Warren Buffett's public stock portfolio as of last quarter https://t.co/lQulV3Vuor"
X Link 2023-02-28T09:28Z [----] followers, [----] engagements

"No wonder this markets has felt so volatile this year - you all know this but amazing to see it so clearly in this graph @ninetyone_sa"
X Link 2023-03-23T07:41Z [----] followers, [---] engagements

"@Paul_Courtney Really hard to say . Schroders are at 60per plus but one needs to look at their benchmarks to see what that means . Relative to their respective benchmarks they were not raging bulls "
X Link 2023-04-12T19:20Z [----] followers, [---] engagements

"@PaulVolkerSA It stops working when interest rates kill the patient . We have no demand inflation in SA and now we will have no growth . Foreigners realize a country needs taxes to pay back its debts . We are now a credit risk. Would you lend to a company if it clients were going bancrupt "
X Link 2023-05-25T18:39Z [----] followers, [---] engagements

"Cigarette companies must make a fortune in France every second person seems to be a chain smoker"
X Link 2023-06-29T22:06Z [----] followers, [---] engagements

"My third hairdresser in [--] years is emigrating their skills are hugely in demand offshore. SA needs more technical skills less people with degrees"
X Link 2023-07-11T11:15Z [----] followers, 49.1K engagements

"The wonderful irony of this post - no mention is made of being proficient in financial markets . Perhaps it is sponsored by therapists"
X Link 2023-07-11T10:52Z [----] followers, [---] engagements

"Is impact investing that is not driven by returns but the greater good the appropriate investment for defined contribution pension funds"
X Link 2023-07-24T07:45Z [----] followers, [----] engagements

"This is an interesting take on Nvidia from Havelock"
X Link 2023-07-25T14:43Z [----] followers, [----] engagements

"@StealthQE4 Perhaps the Chinese were finally right when they said houses are for living in not speculating. Reality is DM property is a massive bubble"
X Link 2023-08-16T06:07Z [----] followers, [---] engagements

"Excess contributions to an RA have to be one of the best tax ideas out there especially if you are nearing 55"
X Link 2023-08-16T09:04Z [----] followers, [----] engagements

"For all those fund managers who proclaim - ignore the noise - is the rise in the risk free rate and China slowly imploding noise"
X Link 2023-08-18T06:46Z [----] followers, [----] engagements

"How this global equity fund more than tripled AUM in five years . I remain amazed how almost all wealth managers and DFMs buy the same funds . Is this a platform issue in SA Surely a fund this size would have some new names"
X Link 2023-08-28T05:49Z [----] followers, [---] engagements

"Redshoring - China moving trade to US - China to ASEAN to Mexico - US . China a large investor in Mexico today"
X Link 2023-08-30T08:29Z [----] followers, [---] engagements

"If Mexico Turkey and Indonesia join join the BRICS [--] - could be a game changer"
X Link 2023-08-30T08:30Z [----] followers, [----] engagements

"Does anyone think there is a correlation between increased load shedding and shocking recent budget deficit numbers . Are they running out of money to burn diesel #stage5"
X Link 2023-09-03T13:45Z [----] followers, [----] engagements

"This is insane"
X Link 2023-09-06T06:49Z [----] followers, 33.3K engagements

"@M_PaulMcNamara Copper theft stealing of the train grid . Rampant crime . Lack of maintenance . Lack of law and order "
X Link 2023-09-06T07:35Z [----] followers, [---] engagements

"The more global active fund fact sheets I read the more I want to buy passive funds or buy something truly different ( dare I say concentrated ) . Why pay high fees for someone to buy Microsoft Apple Amazon on your behalf"
X Link 2023-09-14T12:43Z [----] followers, [----] engagements

"@chrisreddy777_ Except - this is a worldwide trend . Look at the FTSE and how much it has shrunk . Our Rand hedges are de facto China plays and retirement savers finally have access to greater choice in global markets - not all are expensive . But yes there are unintended consequences "
X Link 2023-09-16T07:31Z [----] followers, [---] engagements

"Great summary on why US bond yields are trading like they are"
X Link 2023-09-22T05:14Z [----] followers, [---] engagements

"A huge number of people in developed markets have earned more from buying houses than their salaries . A very different future awaits "
X Link 2023-09-24T11:44Z [----] followers, [----] engagements

"OMG were going from load shedding to water shifting . How how how can anyone vote for the ANC . Only explanation is Stockholm Syndrome"
X Link 2023-09-28T07:09Z [----] followers, [----] engagements

"This boggles the mind"
X Link 2023-09-28T08:48Z [----] followers, [----] engagements

"Sat through a session yesterday with risk being attached to asset classes . According to compliance bonds are low risk equities high risk . The subject is so much more nuanced than that . I feel so sorry for young wealth mangers believing everything they are told by compliance"
X Link 2023-09-28T14:41Z [----] followers, [---] engagements

"This is pretty unusual . I wonder how budget deficits compared in previous pauses"
X Link 2023-10-03T07:29Z [----] followers, [---] engagements

"At what point will SA balanced managers stop highlighting their offshore weighting but rather first their asset allocation and then the resultant derived offshore weighting . They have the tools to hedge should they wish . Unlike DFMs in model portfolios"
X Link 2023-10-05T15:06Z [----] followers, [----] engagements

"And not to mention which particular index fund you should choose . Everyone always assumes this is so easy"
X Link 2023-10-11T11:39Z [----] followers, [---] engagements

"More and more strategists & fund managers calling the end in sight for Loadsheding. Life is going to feel better in SA"
X Link 2023-10-12T15:16Z [----] followers, [----] engagements

"Is the Paul Krugman graph on inflation a spoof"
X Link 2023-10-13T07:30Z [----] followers, [---] engagements

"I love rugby but can investment managers please stop referring to rugby terms to explain markets . Not everyone understands all the rules let alone love the game. It is incredibly sexist"
X Link 2023-10-17T08:31Z [----] followers, [----] engagements

"@hazelwood_dave Plus every SA fund manager loves it"
X Link 2023-10-17T08:42Z [----] followers, [---] engagements

"@JK_ZA @hazelwood_dave Never bought it but the UK dividend yield sounded incredibly compelling"
X Link 2023-10-17T10:52Z [----] followers, [--] engagements

"Trying to find a worldwide flexible fund ( SA managed ) that does not have a home bias to SA equity . Any ideas"
X Link 2023-10-19T05:16Z [----] followers, [----] engagements

"@smythe_andrew Also found Bravata - very impressive long term track record and not biased to SA . Thanks Ill check Tonys fund out"
X Link 2023-10-19T05:39Z [----] followers, [---] engagements

"The SA equity exposure will rank against the best in class globally / 4"
X Link 2023-10-19T09:30Z [----] followers, [---] engagements

"How many of the magnificent [--] are structural growth companies Which ones are immune to slowing growth when it comes"
X Link 2023-10-25T05:31Z [----] followers, [---] engagements

"@Redkingsa Apparently not Microsoft 😂. But Apple Google Meta look like real world companies these days "
X Link 2023-10-25T06:23Z [----] followers, [--] engagements

"Few absolute return funds beat their targets. Not only is @OmriThomas a great fund manager he is charming and a gentleman . Well done on these returns "
X Link 2023-10-31T05:17Z [----] followers, [---] engagements

"There are advantages to high SA bond yields . Just did a quote for a client ( 70yrs old ) for a guaranteed pre tax life annuity growing by 5% in perpetuity - giving a 10% starting yield . Unless you think inflation is running away seems impressive to me"
X Link 2023-11-01T09:59Z [----] followers, [----] engagements

"My absolute bug bear when it comes to global vs local - the question should be SAA first - fixed income for yield equities for growth- ( SA shares need to compete in that basket ) . Or if you really want to be clever hedge out global for currency risk ( includes rand hedges)"
X Link 2023-11-03T12:30Z [----] followers, [----] engagements

"The mind boggles just saw this on LinkedIn - so the solution to outperforming an active manager is to buy a passive Its not that simple choosing a passive is not remotely passive and in their own works the Nasdaq fell 76per"
X Link 2023-11-13T05:30Z [----] followers, [----] engagements

"Equity like returns for SA bonds"
X Link 2023-11-15T09:05Z [----] followers, [----] engagements

"I wish all voters in South Africa could see this . Pity Argentina only got to this point after years of mismanagement. Hope SA learns from this . But those feeding at the trough are not going to change only those who vote them out can make the difference"
X Link 2023-11-20T13:02Z [----] followers, [----] engagements

"I am interviewing a groups of DFMs tomorrow - any burning questions I am always curious to see if they have asset management skills "
X Link 2023-11-21T05:23Z [----] followers, [---] engagements

"This is crazy - from one of the big fund management houses. More than [--] non investment professionals to every one investment person . No wonders costs are still high"
X Link 2023-11-24T07:43Z [----] followers, [----] engagements

"I pray the private medical aids in South Africa have a trick up their sleeve #NHI"
X Link 2023-11-29T15:02Z [----] followers, [----] engagements

"This is the quickest way to become poor"
X Link 2023-11-29T16:36Z [----] followers, [----] engagements

"Moderated a panel discussion on the [----] outlook . Wow they are bullish . Expected lower rates really do seem to fix everything. No hard landing being forecast . What do the contrarians think"
X Link 2023-11-30T15:41Z [----] followers, [----] engagements

"Another amazing initiative from the City of Cape Town"
X Link 2023-12-04T05:39Z [----] followers, [---] engagements

"@prescientmoment Yip I stand by my view that asset allocation is far more important . Note there are some active managers that have made money when indices have been falling - look at value post [----] . However the odds are against you over the long run "
X Link 2023-12-27T11:23Z [----] followers, [--] engagements

"@JacquesMaree73 You are definitely one of my favourite X accounts 😊"
X Link 2023-12-29T10:16Z [----] followers, [---] engagements

"Can those who follow the crypto markets explain the scarcity argument when new cryptos keep cropping up "
X Link 2024-01-02T04:17Z [----] followers, [----] engagements

"@Moesane That I get but there is no scarcity in terms of the number of cryptos . People seem to launch new ones at will"
X Link 2024-01-02T05:18Z [----] followers, [--] engagements

"As more and more fund managers insist on " in person" events it is great for digital providers of content like @AssetTVRSA . Not all IFAs have the time to travel time is money "
X Link 2024-01-09T07:25Z [----] followers, [---] engagements

"Can anyone recommend a stockbroking account for students looking for low fees and access to global & local ETFs"
X Link 2024-01-09T07:27Z [----] followers, [---] engagements

"@DinoPaizes @AssetTVRSA Me too - I absolutely hate it . Not to mention one wants to cherry pick what you want to listen to . You are forced to sit through it all when you attend an in person event. There are exceptions - @ninetyone_SA tends to be excellent"
X Link 2024-01-09T07:39Z [--] followers, [--] engagements

"@MBKEsquire @AssetTVRSA Fair point but I just don't have the time . I prefer spending time with my clients and then obtaining my knowledge digitally . But why can't fund managers do both - live stream in person events . I do go to some in person events but am very picky"
X Link 2024-01-09T07:59Z [----] followers, [--] engagements

"@NicBrentBrown Thank you . Do you use it"
X Link 2024-01-09T13:41Z [----] followers, [--] engagements

"The ANCs actions do not represent all South Africans . Many of us are equally appalled . I turned off the display of total lunacy in the international court of justice. I watched it for like [--] minutes and all I could think was South Africa is now securing its place in history books as the country that sided with the Nazis of the 21st century. The day will come https://t.co/H1bZqmeOaG I turned off the display of total lunacy in the international court of justice. I watched it for like [--] minutes and all I could think was South Africa is now securing its place in history books as the country"
X Link 2024-01-11T13:39Z [--] followers, 22.6K engagements

"If you are looking for market insights on SA equities multi asset fixed income and Global EM why not sign up to Asset TV's [----] outlook . Loads of CPD points on offer too"
X Link 2024-01-11T14:11Z [----] followers, [---] engagements

"Warren Buffet has said if you don't plan to hold a stock for [--] years don't bother holding it for [--] minutes. What does this mean for local equities when one reads the comment from Old Mutual below"
X Link 2024-01-13T11:17Z [----] followers, [---] engagements

"@JLateganMarais One certainly hopes so But as they say hope is not an investment strategy"
X Link 2024-01-14T19:21Z [----] followers, [--] engagements

"@tradinglikeafox A good financial advisor wont put all your money into RAs . They no longer work as a pure stand alone investment . The odd fund manager can achieve amazing returns but RA are an artificial contract with their max 75per equites and 45per offshore "
X Link 2024-01-15T11:42Z [----] followers, [----] engagements

"@JK_ZA @tradinglikeafox It is a government led strategic asset allocation concept . All governments do it to encourage investment into local markets"
X Link 2024-01-15T13:13Z [--] followers, [---] engagements

"@hazelwood_dave Really Why"
X Link 2024-01-16T12:29Z [--] followers, [---] engagements

"@KhandaniM That is so depressing but sadly I think you are right . Networking regularly trumps skills . In my life people who have been sycophants have done really well "
X Link 2024-01-17T06:41Z [----] followers, [--] engagements

"How much lower can Baba trade $BABA has: Cash: $80.1 Billion Total Assets: $252 Billion Market Cap: $162 Billion. [----] Profit Margin: 1.6% [----] Profit Margin: 14.5% Yes it is taking a beating right now but the market will only stay irrational in the short term while these fundamentals are showing that the $BABA has: Cash: $80.1 Billion Total Assets: $252 Billion Market Cap: $162 Billion. [----] Profit Margin: 1.6% [----] Profit Margin: 14.5% Yes it is taking a beating right now but the market will only stay irrational in the short term while these fundamentals are showing that the"
X Link 2024-01-19T07:33Z [----] followers, [----] engagements

"@pietviljoen So I guess you feel the same about Tencent . Does not bode well for the JSE if you are right"
X Link 2024-01-19T09:38Z [----] followers, [---] engagements

"For all the talk about who wins the US election over the long run it does not appear to matter much . Great insights from my colleague @emily_apollomam"
X Link 2024-01-22T08:54Z [----] followers, [---] engagements

"Could the Chinese supporting their stock market be the break SA markets need"
X Link 2024-01-23T08:21Z [----] followers, [---] engagements

"If Microsoft is 3x the size of JSE one cant blame investors for choosing to invest offshore . SA is becoming increasingly irrelevant My article in Business Day this morning. https://t.co/NfPP7l3O3l My article in Business Day this morning. https://t.co/NfPP7l3O3l"
X Link 2024-02-02T14:16Z [----] followers, [----] engagements

"Just saw a comment on LinkedIn- financial advisor does not equal fund manager . How is that working out for clients whose IFAs put them [---] per into SA equity and bond funds. Dont believe this rot find a clued up market savy IFA . Behavioural finance cant solve everything"
X Link 2024-02-02T18:14Z [----] followers, [----] engagements

"@JK_ZA Love your optimism"
X Link 2024-02-05T12:50Z [----] followers, [--] engagements

"And we complain about the JSE Imagine how small SA asset allocation would be if it were not for Reg [--] Canada won't even invest in Canada And it's paid off BIG. Shockingly. Canadian pension funds have less than 3% of their total assets invested in Canadian public companies. That's down from 28% in [----]. In the past [--] years the Canada Pension Plan (CPP) fund has grown from https://t.co/qqNwkqb8JY Canada won't even invest in Canada And it's paid off BIG. Shockingly. Canadian pension funds have less than 3% of their total assets invested in Canadian public companies. That's down from 28% in"
X Link 2024-02-06T21:37Z [----] followers, [---] engagements

"Costa Rica crawling with digital nomads . SA needs to get our share food and lifestyle so much better @geordinhl"
X Link 2024-02-07T15:55Z [----] followers, [----] engagements

"Incredible to see how much disposable income Gen Zs have - perhaps thats what happens when you rent vs buying"
X Link 2024-02-07T15:57Z [----] followers, [---] engagements

"@Travis_Robson Probably not a SA thing but overseas you see it everywhere. Perhaps it is a reflection of their overvalued housing market less of an issue in SA "
X Link 2024-02-07T16:21Z [----] followers, [---] engagements

"@Redkingrsa I agree I think they are in for an uphill battle . But it does not change the view that I am excited to see them in SA"
X Link 2024-02-08T11:53Z [----] followers, [--] engagements

"If Biden really cared about the US he would step down and let a better candidate run My gosh Biden's ramblings are unbearable. That man is simply not fit to be President of the United States neither rhetorically nor physically. My gosh Biden's ramblings are unbearable. That man is simply not fit to be President of the United States neither rhetorically nor physically"
X Link 2024-02-08T12:46Z [----] followers, [---] engagements

"I cant get over how bad the food is in the US - admittedly in the airport but it is easy to see why the US has an obesity epidemic . Food is drowning in salt sugar and oil"
X Link 2024-02-08T21:22Z [----] followers, [---] engagements

"Einhorn Says Markets Fundamentally Broken By Passive Quant Investing . Relying on companies to buy their own stock rather than investors was an interesting insight . So many SA fund managers have said this to me on @assettv https://www.bloomberg.com/news/articles/2024-02-08/david-einhorn-says-markets-fundamentally-broken-by-passive-quant-investing https://www.bloomberg.com/news/articles/2024-02-08/david-einhorn-says-markets-fundamentally-broken-by-passive-quant-investing"
X Link 2024-02-08T23:38Z [----] followers, [---] engagements

"I am increasingly questioning the point of balanced funds in living annuity portfolios. Why be constrained by 45% offshore . The JSE is driven by global stocks anyway & is essentially a play on China . If you need yields short term bonds give you plenty. Fees are also v high"
X Link 2024-02-13T15:10Z [----] followers, [---] engagements

"Even if they had not stuffed up every SOE in SA the point would remain - it's maths - too few tax payers. Even the UK can't pull it off. Just like Eskom. Like Transnet. Like Health. Like Education. Like like like. https://t.co/m805ARhA4Z Just like Eskom. Like Transnet. Like Health. Like Education. Like like like. https://t.co/m805ARhA4Z"
X Link 2024-02-14T10:11Z [----] followers, [---] engagements

"Is there any political solution in SA post the elections that would be good news The vast majority of SA's are not going to vote for the DA ( despite them actually capable of governance ) . Where does that leave us"
X Link 2024-02-14T10:17Z [----] followers, [----] engagements

"Do voters care about governance at all Do people not want clean water or refuse collection . Just look what has happened to Knysna under the PA Coloured voters in the Western Cape has woken up to the racist Democratic Alliance in the Western Cape we will remove them & their bought media including their fake pollsters from the face of Western Cape politics. Well done @OnsBaizaNie we beat them resoundingly💚🙏🏾🙏🏾 https://t.co/3lRTtZeog4 Coloured voters in the Western Cape has woken up to the racist Democratic Alliance in the Western Cape we will remove them & their bought media including"
X Link 2024-02-15T10:17Z [----] followers, [----] engagements

"We wake up at 3am in the morning thinking about markets so you can sleep easier/2"
X Link 2024-02-15T12:19Z [----] followers, [---] engagements

"The best kind of clients are those that understand we can't perform miracles and that monthly cash flow needs are a consequent of what is originally saved x returns. They both matter/3"
X Link 2024-02-15T12:19Z [----] followers, [---] engagements

"Just read a comment from a local fund manager - we analyse SA shares with a global mindset. Great point but I can't see any global manager being overweight SA and underweight global when there is whole world of ideas to choose from "
X Link 2024-02-15T15:09Z [----] followers, [---] engagements

"If the Western Cape Secedes from the rest of SA can we ignore all ANC rules including NHI"
X Link 2024-02-15T15:14Z [----] followers, [----] engagements

"@Brushed_Erco Not what I am hearing "
X Link 2024-02-15T15:53Z [----] followers, [--] engagements

"@Brushed_Erco I see you have that in your bio are you a lawyer or have you done your homework on this I am also being told that they will create a pact to vote with the DA . But then again all politicians lie"
X Link 2024-02-15T15:59Z [----] followers, [--] engagements

"Retirement annuities for " dummies " . In case any of you were wondering what the pros and cons are "
X Link 2024-02-19T12:26Z [----] followers, 18K engagements

"@sharetwits We're not Sweden . It will take years before taxpayers feel comfortable"
X Link 2024-02-21T14:36Z [----] followers, [--] engagements

"Pls think twice before using a tied agent at a life insurance agent for investment products. Penalties to get out are horrendous - 8% per penalty for a client who has been invested for [--] years. Another client is facing 5% penalty for negative returns since [----] Buyer beware"
X Link 2024-02-21T14:50Z [----] followers, 10.3K engagements

"Yesterday I warned about buying investments from insurance house ( given punitive fees) . My warning today - be very careful of structured products. If you are tempted make sure you get advice . These products appeal to one's fear and greed and fees are often well hidden"
X Link 2024-02-22T09:25Z [----] followers, [----] engagements

"@dwaine_van Plus no-one thinks of the credit risk of the issuer"
X Link 2024-02-22T09:34Z [----] followers, [---] engagements

"One of the most depressing things I read this week was @BuildOneSA fighting with the @Our_DA over cadre deployment . Seriously spend your time fighting the ANC and EFF . We need the opposition pie to grow not to attack each other"
X Link 2024-02-24T11:33Z [----] followers, 22.9K engagements

"Here is a great opportunity for the JSE - create the back end functionality to compete with the LISPs. List active ETFs ( same as unit trusts ) and IFAs can manage client accounts without waiting [--] days for trades to be implemented "
X Link 2024-02-29T14:57Z [----] followers, [----] engagements

"A picture paints a [----] words. No wonder the SA consumer is feeling depressed . Would be interesting to compare this across the country"
X Link 2024-03-04T19:21Z [----] followers, [---] engagements

"Shorts being killed in Nvidia . Who is shorting this stock . Most hedge fund managers I speak to say you never short a cult stock "
X Link 2024-03-12T17:55Z [----] followers, [----] engagements

"What do skiing and fund management have in common Beginners are sometimes super fast & out of control ( lucky managers can get great results) but seasoned skiers are consistently faster & more in control ( skill pays off over time ). There is also survivorship bias 😉"
X Link 2024-03-18T21:11Z [----] followers, [---] engagements

"@SonOfScrat The guy who shared that graph was adamant that Nvidia will be down 40per this year"
X Link 2024-03-25T12:37Z [----] followers, [--] engagements

"Does anyone think it is possible to have a discussion on asset allocation without debating liquidity"
X Link 2024-03-25T14:33Z [----] followers, [---] engagements

"@ChrisHatt11 Have they banned it or just said parents need to sign off on it"
X Link 2024-03-26T08:12Z [----] followers, [---] engagements

"The higher the debt the lower the rates . Anyone have any views this"
X Link 2024-03-27T06:22Z [----] followers, [----] engagements

"@Kaiser0506 I didnt do the graph "
X Link 2024-03-27T10:45Z [----] followers, [--] engagements

"South Africa a country whose government spends money on salaries and not capital expenditure and a central bank that is determined to fight supply inflation with punitive rates . It would be funny if it wasnt so sad . ( yes Turkey is worse )"
X Link 2024-03-27T15:56Z [----] followers, [---] engagements

"Brilliantly said . Why take on the only part of SA that works John is spot on. Ive come to the conclusion that parties that would rather focus on Western Cape and Cape Town arent serious about fixing SA. Voters got to ask themselves why these parties wont campaign in Limpopo Free State or Mpumalanga where everything has gone to 💩 John is spot on. Ive come to the conclusion that parties that would rather focus on Western Cape and Cape Town arent serious about fixing SA. Voters got to ask themselves why these parties wont campaign in Limpopo Free State or Mpumalanga where everything has gone"
X Link 2024-03-28T05:12Z [----] followers, 12.6K engagements

"#CapeTown you beauty"
X Link 2024-03-29T09:27Z [----] followers, [----] engagements

"How do you guys feel about paying to see a fund manager present"
X Link 2024-04-03T08:21Z [----] followers, [----] engagements

"Perhaps I need to say this better. The fee does not go to the fund manager but to the events coordinator . The claim is if people pay they will attend . Hmmm"
X Link 2024-04-03T08:35Z [----] followers, [---] engagements

"Trying to buy gold funds on the LISPS it is turning out to be a total nightmare . Great contrarian signal"
X Link 2024-04-09T14:39Z [----] followers, [----] engagements

"If you want to transfer cash from a custodial account ( offshore in GBP ) to an global endowment wrapper ( also GBP) the timeline is 10-15 working days How is that remotely possible . No wonder people just buy passives"
X Link 2024-04-11T14:47Z [----] followers, [---] engagements

"I passed my CFA in [----] and did not share my journey on LinkedIn- that is my super power 😉"
X Link 2024-04-12T10:37Z [----] followers, 25.4K engagements

"@BrianFeroldi Or annually like private equity 😉"
X Link 2024-04-14T08:53Z [----] followers, [---] engagements

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