"Even the intelligent investor is going to need considerable willpower to keep from following the crowd."
Ben Graham, American Economist & Author
“It is the substantial shift in U.S. trade policy that has delivered the principal surprise, and we anticipate this shock to generate a broad-based downshift in global growth and a rotation in inflation pressures toward the U.S.”
Bruce Kasman, Chief Global Economist, J.P Morgan
“Management knows that AI is exciting so they can distract from poor performance elsewhere in their business by talking about AI. We have these blue-sky promises.”
Ian Brink, Equity Analyst, Argon
“Gold seems to be repositioning from a passive reserve asset to an active pillar of monetary strategy.”
Umar-Farooq Kagee, Analyst, Allan Gray