It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.
It’s been a bit of a bumpy ride these last few weeks and there are many mixed signals around. Thus, we are trying to hold our opinions rather loosely and stay willing to change our minds whenever new evidence emerges that might contradict our views. Dancing close to the door is what we are constantly reminding ourselves of, as we might have to bail on some of our ideas rather quickly if our views turn out to be wrong. That said, let’s look at some trade ideas.
The Weekly Game Plan is back! Read More
Market Overview The following is a partial recap of the market analysis shared during today’s morning Discord call. Today’s opening market is mostly flat or in the red, with a marginally weaker Rand. We expect yesterday’s earnings from NVIDIA (NVDA) to play a significant role today. As is typical with NVIDIA, the earnings’ effect on
The Daily Trades 21/05/2026 Read More
Petri Redelinghuys of Herenya Capital Advisors on how we are rotating our portfolio to take a position in gold and platinum. Sasol (SOL) We here at Herenya have looked at Sasol extensively and have held positions on the stock for some time, but we think the time has come to sell. Sasol has seen phenomenal
Selling Sasol, buying gold and PGM miners Read More
Petri Redelinghuys, founder of Herenya Capital Advisors, provides analysis of Harmony Gold, Anglo-Gold Ashanti, Raubex, and Naspers. Harmony (HAR) & Anglogold (ANG) We are looking at taking a relatively medium-term position trade where we long on Harmony Gold (HAR) and short on Anglogold Ashanti (ANG), and essentially, this is not a play on the price
Trade of The Week – 17 March 2026 Read More
Overnight Moves Today, we looked at 12 charts; below are only some of them, but first, let’s have a look at the overnight moves. This morning, things are looking a little calmer, especially given the context of the last week we have had. We have not had much change overnight besides VIX, so we expect
The Daily Trades 11/03/2026 Read More
Well then, alright. This week we’re doing things a little differently. @TraderPetri asked twitter what they wanted us to have a look at and we’ve obliged. In no particular order, here are the twitter chart requests for the week ahead.
Twitter chart requests Read More
We’ve said a few time in the past that patience is key. The main benefit of being patient when it comes to trading is that we can wait for the really good setups to mature and then take trades in which the odds are firmly skewed in our favour. Some of the stocks we’ve been watching for a long time have finally triggered buy signals.
Patience is key to opportunism Read More
Markets have been uneasy for a rather long time now. Well, uneasy is perhaps a mild way to put it. Markets have been uneasy for the last few months, maybe, but just over a year ago markets were in a full-blown panic. Thankfully those crazy times have passed. Over the last two weeks, we’ve even seen the VIX below 20, which is something that has not happened in a mighty long time. Lower volatility signals higher risk appetite and we think a VIX below 20 signals risk on in equity markets.
VIX below 20 signals risk on Read More
Markets bounced hard in the second half of last week. It’s almost hard to believe how fast things are changing in the current landscape. Although there are so very many reasons to be cautious, if not flat out bearish, the market is just pulling its ears back and making its way higher despite the conditions of the world around it. Thus, given the strong footing the market ended on last week, and of course the charts, we think that we’ll likely see new highs in the week ahead.
No pullbacks, only new highs please Read More
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