On That

Home
Notes
Archive
About
Meme vs. Story Stocks: Decoding the Hype Behind Your Investments
Have you ever heard of a “meme stock”? Name one that comes to mind as an example? What now if I asked you to think of a “story stock”? Ever heard of one…
 • 
Thabo Hermanus
The Market Always Surmounts The Wall Of Worry
While the news screams doom and gloom, global stock markets are quietly making history. Yes, you read that right. Japan is recovering from the biggest…
 • 
Thabo Hermanus
Value vs. Growth: The Untold Story of Berkshire’s Apple Investment
In the ever-churning world of financial news, headlines can paint a confusing picture. The investment world thrives on narratives, captivating stories…
 • 
Thabo Hermanus
Doom And Gloom Brigade Silenced?
Remember the days of "Jerome's Pain" and the prophesied economic apocalypse by the media, as they were quoting what The Fed Chair Jerome Powell had said…
 • 
Thabo Hermanus
Gold: Is It Time to Reassess Its Role in Your Portfolio?
Is it me, or do Gold Bugs get a lot of hate? Gold Bugs are also investors, and all their crime is, is being bullish on gold and promoting it as an…
 • 
Thabo Hermanus
The Allure and Perils of Elon Musk: My Investment Experience with Tesla
As we get to the end of the year, I vividly remember what my outlook was at the start of the year from a macroeconomic perspective and what I inferred…
 • 
Thabo Hermanus
Unpredictability of the Stock Market: A Tale of Two Weeks
Sixteen days ago I wrote the following in my notebook. “It was not a good week for the markets. The S&P 500 closed at 4,224.15 leaving it down 2.39% for…
 • 
Thabo Hermanus
What The Real Magnificent Seven Can Teach Us About Investing
Whenever the stats are shared about what the inflation number is, it is quite common for people to deplore said inflation number, as to most that is not…
 • 
Thabo Hermanus
The Real Reason I Write
Kyla Scanlon wrote a brief personal statement to convey her broader mission in her recent substack titled What It Means To Explain The Economy. I like…
 • 
Thabo Hermanus
Stock Market Predictions: Why You Should Ignore The Headlines
On October 13 2022, the S&P 500 made an intra day low of 3,491.58 (within the first fifteen minutes of the stock market being open). It was a fall of…
 • 
Thabo Hermanus
Commodities: The Missing Third Leg Of The Stool
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure, that just ain’t so” is a quote attributed to Mark Twain. On…
 • 
Thabo Hermanus
Bonds: Are They The Right Investment For You?
I come from a school of thought where I was taught that Bonds, particularly U.S Treasury Bonds, are “a risk free investment”. I had never questioned…
 • 
Thabo Hermanus
On That
On That
Why is investing as a discipline such a hard act to follow?

On That

AboutArchive
© 2024 Thabo Hermanus
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture