So you think the Rand can only get weaker? Think again.

Adrian Saville and his team at Cannon Asset Managers are used to making waves. Theirs is a culture of questioning, thinking independently and deep research. With a hefty dose of rationality thrown into the pot. So it’s not surprising that Adrian’s colleague Andrew Newell would feel compelled to share views that fly in the face … Read more


Playing QE up and down proves contrarians win some of

I’m always delighted to give a wider audience to the product of excellent thought processes. Like this article from Roy Topol, a gent who predicted the demise of 1Time while the shares were still surging. Here he offers a rational analysis of what to expect during the next leg in the Quantitative Easing saga. By … Read more


Act II: Back in the game with an old love, Power Lunch on CNBC Africa

My Act Two begins tomorrow. Thank goodness. Eight months is really long when kept from your passion. I get what Confucius meant when he said if you love your job, you’ll never work a day in your life. Borrowing from another wise man, I’m determined to tap dance to work. Every day for the rest … Read more

Barry Irwin

Irwin cuts and runs

Divesting racing king Barry Irwin says “power freaks” causing his SA exit  For most South Africans, horseracing is very much on the fringe. In its rare appearances on the public agenda, the sport is dismissed as a harmless distraction for inveterates.


Breeding breakthrough

TBA’s chief Callaghan says thoroughbred export breakthrough just months away   Markus Jooste of Steinhoff is one of the smartest guys I’ve met. Ditto Investec co-founder Bernard Kantor. Both are self-made billionaires who know about buying at the bottom. Both are also huge investors in SA’s thoroughbred breeding sector. A fresh arrival in my inbox … Read more