Fundhouse Insights Latest Articles

31
Jan
2021

The story of GameStop, democratic investing and being caught by the mob

This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose. In January 2021, GameStop shares soared almost 2500%, or 25x your initial ...
31
Dec
2020

Finding the road to recovery

Who would have thought that 2020 would be a strong year for investors? In the depths of the COVID panic the term ‘depression’ was bandied about by many, a reset of the financial system ...
30
Nov
2020

Antitrust – the ‘Big Tech’ Debate

Over the past decade as we have shifted into the digital economy, technology has become more ingrained in our everyday life and as consumers, we have become more reliant on technology ...
31
Oct
2020

Cautionary Tales of Offshore Investing

South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth ...
30
Sep
2020

Failing to Succeed

For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation ...
31
Aug
2020

The K-shaped Recovery

This has been a very clear K-shaped recovery. The biggest and wealthiest have been on a clear path toward recovery. Meanwhile, for most small businesses and those worst off, things have ...
31
Jul
2020

My Precious: Gold makes a comeback

An interesting trend has emerged out of the depths of the current crisis: Gold has made a stunning comeback. Recently it surpassed $2000 for the first time in history after languishing ...
31
May
2020

Crisis? What Crisis?

While the world around us feels like it is falling apart, you might be forgiven for missing the fact that many investment markets, including our own, have mostly recaptured losses and ...
30
Apr
2020

Binary thinking, What-Ifs and why it helps to disagree with yourself

We live in a world of complex problems. Each day we need to make decisions which affect our lives and those of our clients and colleagues. We are also subject to the decisions of others ...
31
Mar
2020

Dreaming of a Sovereign Wealth Fund

President Cyril Ramaphosa announced during his State of the Nation address in February 2020 that South Africa intends to establish a Sovereign Wealth Fund. The immediate reaction has ...
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