Author: Simon Hudson

As published by Citywire on 31 Jan, 2022 by Pieter Hundersmarck Three major themes are driving the current volatility in international stock markets. The first is the market’s concern around the extent and duration of US inflation and, linked to that, the policy response of the...

By JD Hayward While a spotlight has been cast on the carnage caused by the global semiconductor shortage, and the subsequent efforts of industry behemoths and governments to try and alleviate the problem, not a lot has been written or said about the smaller, upstream industry...

As published by Sanlam Glacier on 17 Sept, 2021 by Pieter Hundersmarck Admitting defeat on a share is psychologically difficult. It helps to have a process of reviewing and selling when your original thesis changes. The disposition effect relates to the tendency of investors to sell assets...