⚡ Middle East tensions send Brent crude soaring past $75 – but is $100 oil on the horizon? Simon Brown breaks down the Strait of Hormuz risk that has traders on high alert.
⏰ TARIFF D-DAY: Just 3 weeks until Trump’s July 9 deadline hits. With only UK and China deals locked in, global markets brace for potential chaos. What happens next?
🏦 Structured Products Alert – Standard Bank’s new China & Gold Miners products (limited time!)
✈️ Boeing Reality Check – Why this aerospace giant might be “uninvestable”
🚗 Automotive Shift – The rise of Chinese & Indian cars in SA
📊 FOMC Preview – Why rate cuts are off the table
Results Show SA Consumer Improving | Renewable Energy Listing With ±9% DY
This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA.
The anatomy of a financial crisis, 1987 to date | What happened, what changed and what we learnt
Simon looks back over almost forty years of market crises that he’s invested through.
He shares the lessons he learnt, what caused the crisis and what the response was. This includes; 1987, EM Tigers of 1998, the DotCom bust in 2000, Global Financial Crisis of 2008/9, the 2020 pandemic and finally the 2025 Trump tariff crisis.
Peloton Free Cash Flow | New Inflation Target for SA?
Simon digs into a packed week on the JSE and beyond. Will the SARB finally blink and cut rates? Why’s the rand suddenly flexing its muscles?
Also in this episode:
🪙 Gold’s breakout moment
🚴♂️ Peloton’s surprising revival
🛢 Sasol wins big in court
🛒 Pick n Pay’s turnaround—still stuck in aisle 4
🇺🇸 Trump’s tariff flip-flops
🔧 Harmony’s billion-dollar copper pivot
📦 And a quiet win for Nampak
Global macro meets local movers. It’s one of those weeks—don’t miss it!
US Debt Downgrade Not New News | Big Day for Sasol & Renergen
Simon Brown unpacks Moody’s US debt downgrade and what it really signals, dives into South Africa’s Budget 3.0 expectations, and breaks down the latest inflation data. He also covers key market movers: Sasol’s Capital Markets Day, Renegen’s buyout offer, and fresh results from WeBuyCars and Famous Brands. Plus, the Rand rallies, gold holds firm, and all eyes on the Oval Office for tonight’s Ramaphosa–Trump meeting.
Has Trump Shown us how Tariffs Resolve?
Simon Brown unpacks global tariff shifts, Trump’s jab at Big Pharma, and standout local earnings — from Lewis’ blockbuster update to AngloGold Ashanti’s cash flow surge. Plus, insights on Boxer’s results, housing stocks Calgro M3 and Balwin, and upcoming market events.
We can all be Buffett, Kinda | Sell in May & Go Away?
Simon looks at major market movements in oil and gold. Buffett stepping down as CEO, his legacy and how we can invest just like him. Palantir earnings, the upcoming FOMC announcement and the Sell in May & Go Away nonsense.
Alphabet is way Cheap | Nasty US economic data
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
Rare Earth Minerals. Not so rare, but worth a look?
Simon Brown focuses on gold, is this finally the pull-back? Rare earths with an ETF for ease of investing, IMF forecasts, Trump threatens Powell and that unforgettable moment in oil history when it went negative.
Gold $4,500 by yearend, is it even possible?
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.