The Rand Blog

20 years of insights on what really moves the Rand — and what doesn't. Evergreen education from the Dynamic Outcomes archive.

Core Philosophy

It's Not the News — It's the Mood (Stupid)

Markets don't move because of news. They move because of mood. Here's why the most informed people in the room keep getting caught on the wrong side — and what to do instead.

7 October 2016
Core Philosophy

What ACTUALLY Moves the Markets?

Ask ten economists and you'll get twelve answers. But when you study 20 years of Rand data, a different picture emerges. One that has nothing to do with news.

19 August 2016
Core Philosophy

Does News Determine Market Direction?

The conventional view says yes. The data says no. Here's what 6,000+ forecasts taught us about the relationship between headlines and price.

7 March 2014
Core Philosophy

Rand Hits 10.2830 — Debunking Market Mover Myths

Every time the Rand moves, someone explains why. After the fact. Here's why those explanations are almost always wrong — and what actually drives price.

5 June 2013
Methodology

Our Secret: The Elliott Wave Principle Explained

The foundation of everything we do. Not a crystal ball — a framework for reading the market's own language. Here's how it works, in plain English.

14 February 2017
Methodology

Respect the Tide, Ride the Wave, Watch the Ripples — Part 1

The multi-timeframe approach that turns chaos into clarity. Part 1 of our three-part series on reading markets at every level.

24 February 2015
Methodology

Respect the Tide, Ride the Wave, Watch the Ripples — Part 2

How the wave fits within the tide — and why getting this wrong costs importers and exporters real money every month.

3 March 2015
Methodology

Respect the Tide, Ride the Wave, Watch the Ripples — Part 3

The ripples — short-term timing for real decisions. When to pull the trigger on your FX transaction within the bigger framework.

13 March 2015
Methodology

A GPS for the Rand and Other Markets?

You wouldn't drive across the country without a GPS. So why are you navigating the Rand without one? The analogy that explains cycle-based forecasting.

16 November 2012
Behavioral Finance

Bad News, the Rand — and Your Emotions

Your biggest enemy in FX isn't the Rand. It's your own reaction to bad news. Here's how emotions sabotage otherwise intelligent currency decisions.

10 November 2015
Behavioral Finance

Do YOU Have Hot Bath Investor Syndrome?

The frog in boiling water is a myth. But the investor who doesn't notice gradual shifts until it's too late? That's real. And it's probably you.

7 July 2014
Behavioral Finance

Supermoons — and Laws of (Human) Nature

What do supermoons and market cycles have in common? More than you think. A look at the natural patterns that repeat because human nature doesn't change.

30 September 2015
Market Myths

Do Interest Rates Really Drive the Rand?

Everyone believes interest rates drive currency. The data tells a different story. Here's what really happens — and why the textbook answer costs you money.

26 November 2013
Market Myths

Central Banks Set Interest Rates — Or Do They?

The Reserve Bank announces. The market has already moved. Here's why central banks follow the market more than they lead it.

31 July 2013
Market Myths

Demystifying the Rand's Relationship with Gold

Gold goes up, Rand gets stronger? Not always. The conventional wisdom about gold and the Rand is dangerously incomplete.

1 November 2013
Market Myths

Fed Rate Hike Fears and Crystal Balls

Every time the Fed meets, panic ensues. But does a Fed rate hike actually predict where the Rand is heading? The evidence might surprise you.

1 December 2015
Macro Education

Debt Bubbles, Bailouts and Bankers

The debt cycle that nobody talks about — and why understanding it is the single most important thing for any long-term Rand view.

10 September 2014
Macro Education

Putting Global Forex Markets in Perspective

The forex market trades $7.5 trillion daily. Here's what that means for the Rand — and why South Africa's currency is more connected to global flows than local politics.

4 October 2013
Macro Education

Fiscal Cliffs, Forest Fires and Fallacies

Fiscal cliffs are market forest fires — destructive in the moment, essential for long-term health. Here's the contrarian view that most miss.

5 December 2012
Alternative Banking

The Banks Are Robbing YOU!

Part 1 of 3: Your bank's forex rate isn't what you think it is. Here's how the markup works, what it costs you, and what the alternatives are.

20 December 2016
Alternative Banking

SARS Is Likely Robbing You Too!

Part 2 of 3: The tax implications of poor FX timing that nobody tells you about. What SARS allows, what they don't, and what you're probably getting wrong.

21 December 2016
Forecasting Philosophy

The Rand: Looking for Reasons Why — or Simply Looking Ahead?

Two kinds of people: those who explain what happened, and those who positioned for what's coming. Which one are you?

20 December 2017
Methodology

Understanding WHAT Moves Financial Markets — The See-Saw Analogy

The simplest explanation of market dynamics you'll ever read. A see-saw, two kids, and the Rand. Everything clicks after this.

2 November 2017
Behavioral Finance

Crypto-currency Mania — DotCom Bubble #2?

Written in 2017, before the crash. The patterns were identical to 2000. Here's how cycle analysis saw it coming when the crowd was euphoric.

19 September 2017
Methodology

How to Use Rand Forecasts to Maximum Advantage

A practical guide: how to read a forecast, when to act on it, and how to integrate timing intelligence into your FX decision-making process.

17 March 2016