🔒 Boardroom Talk – DA’s Western Cape base is rock solid; Gayton, Herman missing a trick
Politics supersedes economics in a developing country like ours (P>E). So, in SA, politics matters a great deal.
Politics supersedes economics in a developing country like ours (P>E). So, in SA, politics matters a great deal.
It’s downright cruel as those making the destructive laws refuse to share in their impact.
It’s the height of poor judgement by we, the voters. A bit like a trusting fool conned into lending their Platinum card to a cocaine addict.
The threat of Russian interference in SA is real. Believing this is the way to start addressing it.
In many ways, he’d be its perfect custodian. But despite Ratcliffe’s riches and obvious intent, he is now the second favourite in the two-horse bidding war.
Bogle’s mission was to offer small investors low costs with returns that matched the stock market. His index funds grew from an oddity to ubiquity.
RW is appalled at the South African president’s publicly expressed lack of rationality or leadership. Cyril needs to find his inner Lincoln.
So many skeletons in so many cupboards. Such explosive secrets will only be exposed when voters empower a new broom to sweep clean South Africa’s deep-seated corruption.
What happens in the world’s largest economy impacts all others, including SA. So the worst of the rate cycle is behind us.
Sunter reminded me during our interview yesterday that his High Road Low Road scenarios highlighted a second watershed into the future.