Welcome back to another installment of Random Walk Theory. With winter now in full effect, I hope that all of you reading this are keeping warm and staying safe. It’s been a couple of weeks since my last post. I have been working on some new material but as with all good things, it doesContinue reading “The High Price of Missing Out”
Author Archives: thomomolatjane
Wealth Creation: How I think about Investing
A discussion on Investing. How I currently think about investing given my risk appetite and age.
South Africa: Showing Signs of a Recovery
Welcome back to another edition of Random Walk Theory. With the winter slowly kicking in, I hope that all of you have been keeping warm and enjoying the change in season. Once again, I’d like to send out a huge thank you to everyone who’s been sharing this site and interacting with the content. It’sContinue reading “South Africa: Showing Signs of a Recovery”
Macro Perspectives: What’s behind the Rand’s strong performance
Check out some interesting Macro Perspectives from Peter Brooke, Portfolio Manager from MacroSolutions. He shares some insights into what has driven the recent Rand strength and how we have been thinking about allocating money to South African assets vs Global assets
Savings vs Investments: My Approach to Wealth Creation
We take a look at my approach to Savings and Investments. I share some of my experiences and lessons along my journey and share my thoughts on how I look at risk taking and how I make my investment decisions
2021 Q1 Market Review: South African Equities find their Sparkle
Welcome back to another edition of Random Walk Theory. I’d like to take this opportunity to celebrate the fact that this is the 10th post on Random Walk Theory (I hope that you noticed). A small win, but a win I am proud of. Thanks to the readers who’ve been with me on this journeyContinue reading “2021 Q1 Market Review: South African Equities find their Sparkle”
Tax Free Savings Accounts: Thinking Long Term
Welcome back to another installment of Random Walk Theory. It has been a crazy couple of weeks out there but I am hoping that you’re all safe and healthy. We are in the last week of the first quarter and I must say, things have been moving really fast. I needed to take some timeContinue reading “Tax Free Savings Accounts: Thinking Long Term”
Budget Review 2021: Singing all the right tunes, but is the crowd listening?
Welcome to another edition on Random Walk Theory. In today’s post we will be focusing on South Africa’s latest Medium Term Budget. We will have a look at what has occurred over the past year, what kind of policies and plans have been put in place for our recovery and some interesting charts that showContinue reading “Budget Review 2021: Singing all the right tunes, but is the crowd listening?”
Life is the River, Choice is the Rudder
Welcome back to another edition of Random Walk Theory. Glad that you have made it this far into the journey. It’s officially been a month since this blog started and I would like to take this time to say thank you to all the readers who have left comments, reached out to me and everyoneContinue reading “Life is the River, Choice is the Rudder”
South African Government Bonds: Inflation Linked Bonds
In today’s Financial education segment, we will continue on the topic of South African Government Bonds. We will be discussing a different type of Government Bond that investors can use to protect themselves against the adverse effects of inflation. Today, we will be discussing Inflation Linked Bonds. We will discuss what they are, how doContinue reading “South African Government Bonds: Inflation Linked Bonds”
Random Walk Theory 