Red King

People who can't handle a civil difference of opinion, being politely challenged, or constructively criticised in a cordial manner. A study in psychology. A thread... I asked @MaxduPreez (Max du Preez) for his opinion, instead of him just repeating the news in his opinion piece.

@RyanCoetzee Search for your great/grand/parents on Familysearch.org, which has great records to look back in your tree.

I did a DNA test via Ancestry. Largely unsurprising - lots of Europe, and a smattering of Africa (2% “Southern Bantu”, 1% “Eastern Bantu”, 1% Khoi-San, 1% “Central Nigeria”.) What I didn’t see coming was the 3% from the Philippines! Who, how, I wonder? And then there’s the 2% from Bengal, although my sister knew the story there: “Ansela van Bengale” was brought to the Cape and sold to Van Riebeeck, who sold her and her 3 children in 1662 to a man who freed her in 1666. She was the third slave to be freed in the Cape. She then married a Dutch farmer - a Basson. She appears to have been married 3 times in her life and bore at least 11 children. She bought and owned a few slaves herself, and ended her life in 1720 with two properties, including a farm in Groot Drankenstein. Anyway, she was an ancestor of my maternal grandfather (and doubtless hundreds of thousands of other South Africans.) What does it all mean? Not much really. Largely interesting for the insight it provides into population movements and some aspects of history.

@EasyEquities @CharlesHSavage 24hrs later and unsurprisingly I'm still waiting for your call. Pathetic!

@Redkingsa @CharlesHSavage Hi there, Thank you for the above ticket number. The agent assigned to your query, will give you a ring shortly.

@EasyEquities @CharlesHSavage Please call me ASAP to resolve my two issues.

@Redkingsa @CharlesHSavage Hi there, Thank you for reaching out to us. We are so sorry to learn that you have had no joy. Kindly confirm the ticket number in question.

@EasyEquities @CharlesHSavage Your EasyEquities deposit query - Ticket number - 3611682

@EasyEquities @CharlesHSavage Your EasyEquities Ticket number 3579175

It confounds me that @BBCWorld, one of the leader global #news broadcasters, continues to think it a good idea to persist with a double (red and white) headline banner at the bottom of their #broadcast screen, obscuring nearly a quarter of the display, often the key visual. #BBC

Richemont reported good third-quarter numbers thanks to strong festive season sales. #XmasInJuly? @paul_vestact @Byron_vestact @DividendPapi @mwtreherne

@paul_vestact @Byron_vestact @DividendPapi @mwtreherne Thanks Paul, impressive long term alpha, well done! Problem with only 10yr performance reporting is, and I'm sure you'll correct me if wrong, up until 2022 the S&P had been on a c.13 year bull charge, so it didn't reflect your bear market mang performance. Publish both? Cheers 🍻

@Redkingsa @Byron_vestact @DividendPapi @mwtreherne In our case, that would be from 2005. We've been managing money in the US for 2 decades. Our compound average return over that period is 13.7% vs. the S&P 500 which rose by 8.6% on average. We prefer to publish the 10-year numbers, since most people find that more relatable.

Gents, why not publish your model portfolio's relative performance vs the S&P since inception, assumed 2002? The longer the track record, through bull and bear markets (GFC, etc.), the better, no? @paul_vestact @Byron_vestact @DividendPapi @mwtreherne

@DividendPapi @paul_vestact @Byron_vestact @mwtreherne Clearly, and the assuptions as to why aren't good.

@Redkingsa @paul_vestact @Byron_vestact @mwtreherne Asifuni

@madaboutmarkets @HowardFeldman @News24 If you could only choose ONE "credible" global news source, which would you choose? Last years BBC "scandal" was concerning and disappointing, but good to see those responsible were held accountable which hopefully reduces a recurrence.

@HowardFeldman @News24 BBC just as bad . The Brit’s I follow are just as aghast

At least 45 people are reportedly dead in Iran. The regime has cut internet and phone services. Millions are on the streets in what could become one of the most consequential geopolitical shifts in years. And yet @News24 leads with three world headlines: - A quote from the “Gaza Health Ministry” (Hamas) - Russia slamming Western peacemakers - Trump criticising some Republicans It suggests either that editorial leadership has its own agenda, or that it’s taking direction from elsewhere. Either way, a strong recommendation: read their “news” with scepticism.

@albie_cilliers Any reason property specifically, and not any asset class?

Will we see the SA 10Y bond yield below 8% before the end of the year ? Approaching decade low yields, who in the SA property industry will be left behind ?

@SimonBorchardt The 2027 RWC draw took place yesterday, using rankings c. 22 months before the event. The much larger 2026 FIFA WC draw will take place tomorrow, using rankings c. 6 months before the event.

Epic failure with 1 vs 2 meeting in the quarter-finals.

@MaxFletcher0333 @jonathanbyn1 @SimonBorchardt In addition, rugby is far more physically taxing than football, so a more competitive QF is a material relative disadvantage should you progress to the SF and final. Just look at how vastly superiour SA struggled against a mediocre Eng in the 23 SF, after their GOAT France QF.

@MaxFletcher0333 @jonathanbyn1 @SimonBorchardt The margins between teams in football are far smaller than in rugby. France ranked 18th in 98, Italy 13th in 06. SA is the lowest ranked (5th) winner of the RWC. FIFA WC has 32 teams, RWC 24 (should've stuck with 20!). Ensure the top 4 (group winners) only first meet in the SF's!

@MaxFletcher0333 @jonathanbyn1 @SimonBorchardt Yip, we fixed the last two RWC's to beat Eng both times. Always a pleasure squashing that arrogance.

@joem21a @SimonBorchardt 1. Teams from confederations are kept apart from being in the same groups in the FIFA draw. 2. The FIFA draw is a bigger 32 team event, 8 groups. The earliest group winners can play each other is in the QF's. I propose the top 4 are kept apart until the SF's in the RWC.

@Redkingsa @SimonBorchardt No they don’t the fifa draw is exactly the same it’s luck what part of the draw you end up in, rankings determine your pot like the rugby one

@englishsportfan @SimonBorchardt Well, the IRB ensured that by expanding the tournament to 24 teams. All well run sports structure the draw so that the top teams/players, at the time of the draw, only play each othercas late as possible in the tournament.

@Redkingsa @SimonBorchardt Great, even fewer meaningful games.

I assume it was tongue in cheek @paul_vestact @Byron_vestact @DividendPapi @mwtreherne , but that "washed-up tool" has a nett worth of c. $300m+. Quite small given the circumstances.