Weekly Thoughts 18 June 2021

We’re deep into winter now, with the shortest day and the longest night of the year coming around on Monday. Which makes Tuesday something to look forward to.

I’ve finally (not sure that it’s appropriate to say ‘finally’… it just puts something into perspective…) lost two people to Covid in recent weeks whom I personally knew. No longer just knowing someone who’d lost someone. The world is not yet easier.

Two recent South African developments are creating optimism with some asset managers: The fact that the private sector may now install electrical generation capacity and the sale of 51% of SAA. I agree. These are good things.

I was also happy to finally read of an asset manager calling Bitcoin ‘make-believe’ money. No longer just me!