JSE Direct with Simon Brown

Podcast: 2019 returns solid so far

Simon BrownJSE Direct, Latest

Simon Shares A late and short show this week, discussing the chart below showing return so far for 2019 (to close 17 October 2019). Surprisingly, all positive and some real good returns. Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes ...
JSE Direct with Simon Brown

Podcast: Miners catch-22

Simon BrownJSE Direct, Latest

Simon Shares #WhatsAppStokvel This is a scam, of course it is. You're only asking because you know it is and you're hoping somebody will give you 'permission' to go ahead anyway. Anything that requires you to recruit others in order for you to profit is always 100% a scam. Long4Life* (JSE code: L4L) upping their ...
JSE Direct with Simon Brown

Podcast: 10x Retirement Reality Report

Simon BrownJSE Direct, Latest

[adrotate banner="4"] Up coming events; 10 October ~ Is it time to buy listed property? 31 October ~ Live Fat Wallet Show recording 10x South African Retirement Reality Report 2019 Simon chats with 10x Investments founder and CEO Steven Nathan about their second Retirement Reality Report and a 1million give away into a retirement annuity. ...
JSE Direct with Simon Brown

Podcast: Will Trump juice the markets?

Simon BrownJSE Direct, Latest

Simon Shares Blue Label (JSE code: BLU) shares flying after writing down CellC to zero. Up some 30%. I guess the market is relived CellC is only going to zero. WeWork gets a new CEO as founder Adam Neumann steps aside. Makes sense, aside from a lot of crazed decisions he's made. Founders are a ...
JSE Direct with Simon Brown

Podcast: Netflix challengers

Simon BrownJSE Direct, Latest

Simon Shares Local inflation came in at 4.3% in August from previous of 4.0%. This a little higher than expected with food one of the main drivers. Maybe we're finally seeing food inflation that will help the retailers. MPC rate announcement on Thursday, 20 out of 25 economists say no change. If they'e right then ...
JSE Direct with Simon Brown

Podcast: Hello Prosus

Simon BrownJSE Direct, Latest

Simon Shares Hello Prosus (JSE code: PRX). Spun out of Nasper (JSE code: NPN) and trading on JSE and Amsterdam Euronext. I expect Prosus to be the better deal as Amsterdam is a larger market for those wanting access to Tencent and the other assets. And the local fun damager saying that Prosus will do ...
JSE Direct with Simon Brown

Podcast: US heading for recession?

Simon BrownJSE Direct, Latest

Simon Shares Local Q2 GDP came in at 3.1%, higher then expected but what struck me was the comment from Stats SA ~ "spurred on by a build-up of inventories and increased household expenditure". Now we have seen Woolies* (JSE code: WHL) and Shoprite* (JSE code: SHP) both comment that the second half to end ...
JSE Direct with Simon Brown

Podcast: Prescribed assets

Simon BrownJSE Direct, Latest

Simon Shares An economic proposal out of National Treasury. Good looking document, but as always implementation is what matters. Adrian Gore, CEO of Discovery* writes a great piece for the World Economic Forum "Things are bad and getting worse for South Africa. Or are they?". Full of actual facts rather than emotions that typically cloud ...
JSE Direct with Simon Brown

Podcast: Is an IMF bailout really imminent?

Simon BrownJSE Direct, Latest

Simon Shares Shoprite* (JSE code: SHP) results a show of many parts. Locally second half much better after the disaster of the first half. Rest of Africa swings into a R265million loss after making R1.6billion in 2016 FY. Dischem (JSE code: DCP) below 2000c. Was always way over valued but still on a PE of ...
JSE Direct with Simon Brown

Podcast: Managed volatility ETFs

Simon BrownJSE Direct, Latest

Sponsored by Index and Structured Solutions, Absa CIB Simon Shares US yield curves have inverted across the range. Shorter term rates are higher then longer-term rates. Now every recession has been proceeded by a yield curve inversion. But not every yield curve inversion has been followed by a recession. So maybe it's warning us or ...