Oct 9, 2020 | Monthly Commentaries
“No one party can fool all of the people all of the time; that’s why we have two parties.” Bob Hope In the run-up to elections, markets tend to move up and down depending on which candidate is leading the polls. History would suggest that for the most part,...Sep 15, 2020 | Monthly Commentaries
“As long as poverty, injustice and gross inequality persist in our world, none of us can truly rest.” Nelson Mandela This pandemic is a ‘pain in the you-know-what.’ It has disrupted our lives with all sorts of new protocols and practices, and taken some pre-existing...Aug 12, 2020 | Monthly Commentaries
“My new normal is to continually get used to new normals.” Anonymous The natural progression in economics is for an ‘unprecedented’ crisis to be followed by a ‘new normal’. The old modes and models are discarded and replaced with ones that reflect the new post-crisis...Jul 13, 2020 | Monthly Commentaries
“If history repeats itself, and the unexpected always happens, how incapable must Man be of learning from experience” George Bernard Shaw We begin our commentary in the most unimaginative way possible, with a simple dictionary definition. unprecedented adjective never...Jun 9, 2020 | Monthly Commentaries
“Clowns to the left of me, jokers to the right, here I am, stuck in the middle with you” Stealers Wheel The ‘middle’ can conjure up negative images and connotations: mediocrity, compromise, the dreaded middle seat. It is neither here nor there and lacks...May 8, 2020 | Monthly Commentaries, Uncategorized
“There’ll be ups and downs, smiles and frowns.” Snoop Dogg Last month we noted that one of the greatest commodities right now is patience (apologies to the ‘gold bugs’). After all, the road to social and economic recovery could be long and jagged, and we...
