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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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Now displaying: Page 1
Jun 7, 2017
Simon Shares

Now for the recession

It was a surprise to most economists but thats moot as the economy and consumer is under severe pressure recession or not. Importantly this was for Q1 2017, so before the shuffle and downgrade. I think this is not going to be short and sharp, it's going to hurt as we have little to counter it.

  • Government; cut interest rates, cut tax and increase spending.
  • Personal; cut debt and spending.
  • Investing; quality offshore bias, be careful of mid & small caps.
  • We now really are Brazil.

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  • Ryno
    • I think Buffett is actually a income investor.

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