One of the most thought-provoking insights into quality is found in Zen and the Art of Motorcycle Maintenance, where Phaedrus tells his students that “even though quality cannot be defined, you know what quality is”.
Read full articleYou have been tasked with a last-minute instruction: you have to deliver a speech to a group of investors on how South Africa will be able to weather the current loadshedding crisis. After burning the midnight oil, you have not even drafted an introduction. With only an hour left, you go to ChatGPT and ask it to write a short introduction for you. In less than 10 seconds it writes a sublime 50-word introduction. It is a hit with the audience! This is exactly what newly appointed Chancellor of the Exchequer, Jeremy Hunt did in a recent pro-innovation speech to the UK government.
Read full articleIt feels so long ago, but markets started the year believing that the Fed was more bark than bite, interest rates were to rise slowly, inflation was (mostly) transitory, and the world would continue to reopen in an orderly fashion.
Read full articleMost of us have a negative response when told to calm down. This is especially true when headlines of war and despair dominate the news. While US markets came under pressure in January over interest rate concerns, European and other markets have been dragged lower over fears of contagion, prompted by sanctions against Russia.
Read full articleThe perfect storm besieged global equity markets at the start of 2022. The impact is even more pronounced when global investments are measured in ZAR, as the rand has strengthened since the beginning of the year, further exacerbating the negative performance of global equities for South African based investors.
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