This week Simon Brown looks at the three education socks after results (Stadio, ADvTech & Curro). He also looks at the Rhodium and Copper charts as both are moving higher, BYD battery advantage and the massive Remgro discount.

Simon Brown unpacks the latest market moves: gold breaking $3,000, the JSE Top 40 hitting record highs, and the Rand’s surprising resilience. He also dives into Standard Bank’s new AI participation note, Renergen’s long-awaited helium production, and key global risks shaping the market. Plus, a look ahead to the Fed and SA’s MPC meetings.

The Atlanta Fed GDP has US Q1 GDP growth at -2.4%. Is Europe now the preferred investment destination? Simon looks at two potential ETFs (local and offhshore). Results from Homechoice International, budget take 2 and where’s the two pot money going?

This week Simon covers; the Trump Tariffs and Crypto Reserve have arrived, now what? Oil is collapsing, results are pouring in and some are better then others while local GDP is poor, very poor and vehicle sales surprise again.

This week, Simon Brown dives into donations tax—how it works, key exemptions, and common misconceptions. He also breaks down the latest on Sasol’s results (spoiler: not exciting), the massive Just Eat Takeaway.com deal by Prosus, and why PGMs are still struggling. Plus, a closer look at the Rand’s big battle at 18.30 and insights from an Ashburton Investments event. Powered by Standard Bank Global Markets and Shyft.

Anglo American raids the Anglo Platinum cash balance ahead of the demerger adding risk to the company. Jack Ma and Xi Jinping appear on stage together for the first time in four years, US$ weakness and new highs all over.

China tech has been running, opportunity? Has Sasol finally given a reversal signal after the recent sell off? Top40 at all-time highs while the Rand is stable, thoughts on Telkom and Shoprite.

Managing Trump volatility, gold at all-time highs as central bankers and retail investors pile in. The Sasol, Boxer and Pick n Pay updates, MPC rate cut, two-pot comes in modest and local vehicle sales looking decent.

Simon details the five stocks he picked for the 2025 Cristal Challenge with detailed reasons why. Two large cap bankers, a mid cap and two speculative small caps make up his list.

Simon Brown explores major market trends, from TSMC’s AI-driven success to gold’s steady rise and Brent oil’s troubling implications. He also covers the Sasol bounce, Grindrod Mozambique troubles and the Trump meme coins.