What a week. From an investment viewpoint, we must focus. I want to share a blog post (here) recently on exactly that. It probably says it better than I can… The reason I get to largely ignore the exchange rate is because I keep as little money as possible in cash, and as much as possible […]
I have added Empire of the Fund: The Way We Save Now to my reading list. It was recommended from an economist article. I’ll reproduce some of that article here: “AMERICANS who want a comfortable retirement, and who work in the private sector, have to look after their own interests these days. No longer can […]
Just a quick note on a Monday! Keep an eye on Amazon. I am running 5-day giveaway of Forget the Noise Kindle Edition. Giveaway starts 12 July at midnight, Pacific Time (NB: note the time, this is about 9am South African time). Link to the book: http://amzn.to/29HKZkP (UK link: http://amzn.to/29Jd5cC) Thank you to all those […]
Nampak cut its dividend this week. Basically, Nampak is struggling – although you’d think everything is not so bad if you read the CEO’s comments. I have a couple of excerpts below: “Nampak has delivered a strong set of results (note: then, why cut dividend?) … During the reporting period, markets in which Nampak operates were characterised by subdued […]
While “Forget the Noise” is aimed at the investor who wants to build their own share portfolio, some of you will have a financial advisor who looks after your unit trust investments if you have any. I read this article by Warren Ingram (a well-known financial advisor or IFA) on some of the signs that […]
A friend passed this article on to me. It is an interview with Charely Ellis by Robin Powell from the Evidence-Based Investor blog. Robin introduces Charley as follows: For me, Charley Ellis is one of the investing world’s great consumer champions. In the mid-1970s, he became the first industry insider to acknowledge that most active fund […]
Welcome to the Forget the Noise blog. I will write regularly about companies and investing. I will also provide updates on the book, Forget the Noise. Please check back regularly for updates or click here to follow by email.