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.
Trade Wars | Recession | What about your Portfolio?
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.
Shyft Global Now Offering JSE Shares
Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.
Two US Stocks Looking Good | Commodities Quietly Having a Good Year
Simon looks at two US stocks on his radar; Amazon & Johnson & Johnson. Commodities quietly moving higher, will we get a budget locally and what of the Trump tariffs?
Education Stock Highlights | Rhodium & Copper on the Move
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.
Renergen sells Helium, Finally. Gold & Top40 at all-time Highs
Simon Brown unpacks the latest market moves: gold breaking $3,000, the JSE Top 40 hitting record highs, and the Rand’s surprising resilience. He also dives into Standard Bank’s new AI participation note, Renergen’s long-awaited helium production, and key global risks shaping the market. Plus, a look ahead to the Fed and SA’s MPC meetings.
Atlanta Fed has the US already in recession for Q1
The Atlanta Fed GDP has US Q1 GDP growth at -2.4%. Is Europe now the preferred investment destination? Simon looks at two potential ETFs (local and offhshore). Results from Homechoice International, budget take 2 and where’s the two pot money going?
Tariffs, Results and a Strategic Crypto Reserve
This week Simon covers; the Trump Tariffs and Crypto Reserve have arrived, now what? Oil is collapsing, results are pouring in and some are better then others while local GDP is poor, very poor and vehicle sales surprise again.
Understanding tax and donations | Sasol results fail to excite
This week, Simon Brown dives into donations tax—how it works, key exemptions, and common misconceptions. He also breaks down the latest on Sasol’s results (spoiler: not exciting), the massive Just Eat Takeaway.com deal by Prosus, and why PGMs are still struggling. Plus, a closer look at the Rand’s big battle at 18.30 and insights from an Ashburton Investments event. Powered by Standard Bank Global Markets and Shyft.
Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile
Anglo American raids the Anglo Platinum cash balance ahead of the demerger adding risk to the company. Jack Ma and Xi Jinping appear on stage together for the first time in four years, US$ weakness and new highs all over.