ICYMI 🔔 After the Bell: Decoding the truth after SA’s Budget 2025 Rashomon

There is a paradox involved in appreciating different points of view. If you can see things from all kinds of

Tim Cohen Apr 29, 2025 4 min read

I.am.not.making.this.up💥: What Milei got right, Trump got wrong, and Ramaphosa can't afford to miss

There are few things more fun than seeing economists having a fat go at each other and getting proved wrong

Tim Cohen Apr 28, 2025 10 min read

ICYMI 🔔 After the Bell: Everybody is hedging with gold — should you?

What’s the opposite of trying to catch a falling knife? The phrase is often used when investors see the

Tim Cohen Apr 26, 2025 5 min read

ICYMI 🔔 After the Bell: The JSE’s quiet revolution — when exchange-traded funds outnumber stocks

If you go on to a trading commentary blog like WallStreetBets on Reddit, you discover very quickly that it’s

Tim Cohen Apr 23, 2025 4 min read

I.am.not.making.this.up💥: The centre cannot scroll - a dispatch from the age of unreason

I’ve always regarded the idea of “fake news” as something between a misnomer and a triviality, indicating the falsity

Tim Cohen Apr 21, 2025 11 min read

ICYMI 🔔 After the Bell: Rare earth’s revenge – digging your way out of geopolitics

How do you deal with US President Donald Trump? I have a plan. Hold on to your hats. It’s

Tim Cohen Apr 18, 2025 4 min read

ICYMI 🔔 After the Bell: Tariffs, treasuries, turmoil, Trump — a meme macroeconomics masterclass

The stock market has been on an absolutely unique set of wild swings over the past two weeks. For everybody

Tim Cohen Apr 16, 2025 4 min read

ICYMI 🔔 After the Bell: How should Africa respond to Trump’s Tariff Tantrum?

One of the oddities of life, I find, is that often the best option in a crisis is to do

Tim Cohen Apr 11, 2025 5 min read

I.am.not.making.this.up💥: Father, son, and an almighty holy mess - Trump, Musk, and the psychology of power

Where would the world be without amateur psychology? The true art of amateur psychology is to affix your father'

Tim Cohen Apr 10, 2025 10 min read

ICYMI 💥 After the Bell: Did the DA inadvertently touch the ANC on its studio?

For those who are unfamiliar with the term “Don’t touch me on my studio”, it goes back quite a

Tim Cohen Apr 8, 2025 5 min read

Trump, tariff, Lesotho, golf shirts

ICYMI 🔔 After the Bell: Trump slaps 50% tariff on Trump shirts

There are just so many heaps of ironies and stupidities about the Trump Tariff Tantrum, but none more so than

Tim Cohen Apr 7, 2025 4 min read

ICYMI: 🔔 After the Bell: The difference between a fiscal framework and a fiscal rule

It’s been a tense few days in SA’s latest iteration of our democratic dispensation and the dust hasn’

Tim Cohen Apr 4, 2025 6 min read