Chapter11

@orrdavid @John_Hempton Well you get hot wars and colder wars Some wars are more contained than others Its tricky. Im not a bleeding liberal. But Im also not an all out war monger The threat of war and action has generally kept certain world peace Im unsure if flying into hot wars now was necessary

@Chapter11Wealth @John_Hempton We are already literally in a state of war. And to your point, it seems that A LOT of people, including many world leaders, don't even seem to realize it. It's insane.

An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were illegal - but the beggar-thy-neighbour policy did not engender friends c. start a war of choice in the Middle East. This may or may not have been justified (I lean towards justified) and it may or may not have been wise and winnable (I really do not have an opinion) d. ask your allies for help and e. get upset when they do not oblige - whilst forgetting about a and b above. The geopolitical realignment is astonishing. All my life Australia has had one foreign policy - which is to internationalise the corpses in all American wars. If America asks us to go to war we go. And we go fast. This time the Australian Government (to general approval) has refused to send a ship to the Gulf. (They have not been formally asked - but they made clear a rejection was coming.) After a) and b) above aligning yourself with America is becoming political poison in a democracy. I think this is VERY bad. The world has been well served by the American alliances that won the cold war and mostly kept a functional global order. Those alliances have been sacrificed to Trump's egotistical whims. The world is a less safe place now. And it is less safe not just for America's (former?) allies but also for America.

@mommy_moneyza Its not unique to any nation unfortunately. Some worse than others but it exists everywhere I dont believe we should become complacent and accept it though. Keep fighting the good fight! I used to hold the American President to higher standards though ...

@Chapter11Wealth Sadly, conflict of interest is a pandemic ! x.com/solidaridirk/s…

Look on the bright side guys At least the Trump family is WINNING

Iran executes 3 citizens over previous protests January 8 and 9 They tortured them to get confessions apparently cbsnews.com/news/iran-exec…

@orrdavid @John_Hempton I too have a dim view of humanity (based on our terrible history) But I dont think my view of the world can be as dim as yours. More islands and less co-operation will also just lead to even MORE WARS! If we are not trade partners then we might as well be enemies!

@John_Hempton Genuinely: how can it take so long for world leaders to realize they have to defend their energy supply. To react to the situation. Who cares about the background. They should focus on that key fact set. They should look out for their people. How did we get here?

@jason3point0 Diversification is always the smart bet But the past 2 weeks my trading as been INCREDIBLY concentrated I made a call on what I think is going to transpire and placed my bets

@Chapter11Wealth Audentes fortuna iuvat. I have no cash and already to over concentrated in my Sasol position for a very long time. I could also ride it out a little longer.

What is everyone buying and selling right now? Lets hear some pitches!

@jason3point0 Buying Sasol SELLING EVERYTHING ELSE

@Chapter11Wealth Pray tell.

@Neil_Wilson123 West Wits I like. Must admit I didnt know the other two. Busy scanning through them.

@Chapter11Wealth Buying mainly on the ASX. West Wits (hugely under valued and now officially producing) CZR (green shoots for major discovery headed by Mark Creasy and trading at a price cheaper than cash in bank) Titan Minerals (Under valued gold and silver with possibly M&A with Lingbao)

@jason3point0 Then Im guessing you wont want to hear what Im doing! One of us will be right! One very wrong.

@Chapter11Wealth Selling Sasol buying Goldfields.

@MikeFritzell Horrible trend of upsetting on most platforms. Suck you in with a promo deal for 1 yr and then upsell into infinity for subsequent yrs

@Pex_Dav Which ones are you buying. At a quick look, many have not come back much! I would like to see a lot more pain!

@Chapter11Wealth I’d rather start accumulating slowly than try catch the perfect bottom.

$JSEDCP If you are currently buying Dischem shares, note that the founders (and family members) plus anchor shareholders are selling AGGRESSIVELY Saltzman family Goetsch They have sold boatloads of DCP stock over the last 3 to 6 months

@Pex_Dav Be greedy when others are fearful. Be fearful when others are greedy! Definitely will be a good time to buy airlines amidst this current shock to global flights and oil prices. (I cant tell you whether the time is now or in 3 months though)

@Chapter11Wealth Airlines

@JSE_Invest Harmony one of the worst run Gold miners with poor management in my opinion. Not my pick of the litter. With that said a lot of this is probably in the price.

@Chapter11Wealth Bought more Harmony Gold and Truworths today

@JSE_Invest fat zero. Exxaro mostly coal sold locally. (unlike TGA) Also massive exposure to iron ore. (just like KIO) Iron ore is the one commodity with lost of supply out there and no indication of price rises

@Chapter11Wealth What no Exxaro 😢

Nice, I own 4/9

US Naval ship USS Gerald R Ford wouldve made South Africa Navy proud in the waters near the Middle East Without any combat a massive fire broke out in the laundry room and raged on for 30 hours. The ship has been sent to Crete for repairs yahoo.com/news/articles/…

#Baseball Venezuala (you heard that right) just beat USA in the 2026 World Baseball Classic Venezuala bested 20 teams to take the title. Maybe USA should go back to playing their own home league (aptly titled 'World Series') Has to be some Irony and sweet revenge here