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Investing Matters Reads

What we read and Sites we Follow

Economic Indicators

Economic and Valuation Indicators

Market

The Market News and Precious Metals

Latest Investment Ideas

Latest Performing Investments.

Historical Top Investments

Top Equities and Unit Trusts Historically.

Media

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We want to Educate people on the basics of Value Investing using Austrian Economic principles

Latest News

Citron Capital Returned 25% In H1 2019; Here Is The Fund's First Ever Investor Letter

Citron Capital, led by Citron Reserch’s Andrew Left, released their first investor letter today, covering the first half of 2019. The fund says that despite gross returns of 36.6% and net returns of 24.7%, “it has been an extraordinarily challenging environment to be a short seller.” In the letter, they say they are “betting against frauds”… Read More

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Ray Dalio Warns A "New Paradigm" Is Coming: "Buy Gold, Sell Stocks"

Authored by Ray Dalio via LinkedIn, One of my investment principles is: Identify the paradigm you’re in, examine if and how it is unsustainable, and visualize how the paradigm shift will transpire when that which is unsustainable stops. Over my roughly 50 years of being a global macro investor, I have observed there to be… Read More

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Beige Book Describes A Solid, Stable "Modestly Expanding" Economy… So Time For A Rate Cut?

Back in June, following the April downgrade in the Fed ‘s  assessment of the US economy, the Fed’s Beige Book signaled a “slight improvement” in the economy, describing economic activity expanding at a “modest pace overall” from April through mid-May, and dropping the “slight” classifier. <!–[if IE 9]><![endif]–><!–[if IE 9]><![endif]–> Now, one month later, the economy… Read More

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What We Do

Technical Analysis
85%
Fundamental Analysis
74%
Economic Policies
63%
Government Fiscal Policies
52%

About Us and our Investing Principles

My name is David da Silva and I live in the city of Durban, South Africa. I have been investing and trading in the JSE Stock Exchange, the South African Stock Market for over 15 years.
We analysis, the ever changing economic environment to guide us onto which assets we should be currently invested.
I am here to share my experiences, investing ideas, thoughts and educate people on how to apply Value Investing to under valued assets with Austrian Economic principles to investing