Category : Money Marketing

China is the Pump

Standing on the burning sands of the North African desert the leader of Allied land forces Africa, a man known simply to his loyal men as Monty, looked out at the opposing forces facing them at El Alamein and stated a successful strategy is based simply on realistic expectations.

Realistic expectations were just as well defined by the Hollywood sex bomb, Mae West, when she stated that her only true desire was “sustainable growth!”
So as we approach the mid way mark of 2007 what would be a “Realistic expectation for sustainable growth” (small triangular tablets excluded!).

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Investment Fashions

How investment fashions change, not so long ago the Rupert family not only claimed that diversification was the secret to all investment but the markets themselves seemed to demand it, even from the most bizarre operations, those that surely needed focus.

Then “all change” and it was focus, focus, focus, stick to your knitting, know your onions and all that jazz! Well BIDVEST show that fashions come and go and basically a good idea backed with good management is more important than a fad! This vastly diversified, and fast becoming global business, came in with great results 22% up and still on a PE of 13 it looks like value, well done Brian just shows that fashion is not everything something our MP’s dress sense seems to demonstrate at each opening of Parliament.

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The Insider

KYC, come on now chaps it’s 2008 end even my old Dad knows that KYC has nothing to do with fast food take away chicken and everything to do with “Know Your Client”. Unfortunately, however, Insider has had to witness a grown and professionally qualified man make a fool of himself over the last few months by failing to grasp this 21st century concept. Come on, we now must all take responsibility for whomever we introduce, or have as a client. You cannot any longer casually introduce or retain people as clients if you do not “know them”. With FICA and FAIS in full operation as well as a number of other international acts snapping at our heels we all must accept that suck slack attitudes can only bring dire consequences and professional damage, to my old mate, I say “if you lie down with the dogs you will catch fleas!”

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The Insider

KYC, come on now chaps it’s 2008 end even my old Dad knows that KYC has nothing to do with fast food take away chicken and everything to do with “Know Your Client”. Unfortunately, however, Insider has had to witness a grown and professionally qualified man make a fool of himself over the last few months by failing to grasp this 21st century concept.

Come on, we now must all take responsibility for whomever we introduce, or have as a client. You cannot any longer casually introduce or retain people as clients if you do not “know them”. With FICA and FAIS in full operation as well as a number of other international acts snapping at our heels we all must accept that suck slack attitudes can only bring dire consequences and professional damage, to my old mate, I say “if you lie down with the dogs you will catch fleas!”

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Mae West Investment Principles

Standing on the burning sands of the North African desert the leader of Allied land forces Africa, a man known simply to his loyal men as Monty, looked out at the opposing forces facing them at El Alamein and stated A successful strategy is based simply on realistic expectations.

Realistic expectations were just as well defined by the Hollywood sex bomb, Mae West, when she stated that her only true desire was sustainable growth!

So as we approach the mid way mark of 2007 what would be a Realistic expectation for sustainable growth (small triangular tablets excluded!).

Read More

First Cracks in the dam wall

Is it not true that the more that things change the more they stay the same. Take a newspaper twenty, ten or five years ago and although the faces and names may change the stories and issues are often very similar.

So it is even stranger when you read that things, in relation to certain areas of business, have never been so good, that we have broken or shifted paradigms, that there is now wealth being created in the world of such magnitude that bull runs, in multiple asset classes, can, nay will, continue indefinitely!

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2008 Can be great!

I am no spring chicken, but this must be, no I know this is the first year where I have entered any January with the heads of central banks warning of financial turbulence to come!

So what must we make of it all?  Well, I believe it is simply a challenge we must all raise our game to meet.  The biggest single issue will be managing client expectations.  Our clients have gone from expecting to receive 30% p.a. returns to thinking that perhaps 2008 will look to take back much of what they made in 2006 and 2007, that we must put straight and quickly.

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