Alphabet is way Cheap | Nasty US economic data

Simon BrownLatest, WorldWide Markets

This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events

Top local ETFs so far in 2025

Simon BrownETF Blog, Latest

There have been some serious returns for locally listed ETFs so far in 2025. We dig into the winners (spoiler, they’re golden) and some of the losers.

Gold $4,500 by yearend, is it even possible?

Simon BrownLatest, WorldWide Markets

Simon Brown dives into the explosive potential of gold hitting $4,500, what that means for local gold miners, and why the resource sector is stealing the show. He also breaks down the growing recession worries in the US, wild market uncertainty, and how Purple Group is finally showing signs of life. Plus, insights on the Rand.

Source | Chat GPT

A Global Defence ETF

Simon BrownETF Investor, Latest

With Europe committing to more defence spending as the US pulls back on being the worlds policeman, here’s a defence focused ETF for investors.

Trade Wars | Recession | What about your Portfolio?

Simon BrownLatest, WorldWide Markets

Simon Brown discusses the implications of the recently passed budget, global economic concerns, and the impact of trade wars and tariffs. He emphasises the importance of strategic investment in uncertain times and analyses various sectors for potential opportunities and risks.