📉 The US 10-year above 5%
⛽ A 364c/l petrol under-recovery and 348–396c/l on diesel
🛒 Shoprite at all-time highs: HEPS from 1245c to 1527c
🛵 Sixty60 at 11.1% of RSA & half its customers are new to Checkers
☕ The super app: Vida e Caffè, cellular, Petshop Science, Medirite, banking
⚠️ The bear case, every growth line slowing, and four competitors off a low base
📊 Stocks on the move

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🛢️ Why losing 20% of global oil supply only took Brent to $120
🇨🇳 China’s strategic reserve, the Taiwan question
🗳️ Two elections in two days: US midterms & SA local gov
📈 The bond market as the real canary: $40 trillion of US debt
🥇 Gold at $4,600 after a round trip from $5,500 to $4,000

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🏛️ Scott Bessent vs the bond market & why the market wins
🥇 Gold back at $4,630, rand gold price at R2.387million/KG
📊 Pan African, DRD, Harmony, GoldFields and AngloGold
🚩 Red flags: Harmony’s collar, GoldFields’ Ghana lease
📉 Naspers breaking lower and Clicks still falling

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🏦 Absa vs Nedbank: two banks with almost identical numbers
🌍 Absa’s rest-of-Africa vs Nedbank buying into East Africa
📊 Price targets and charts — and why the charts say Nedbank
🗂️ ETF database upgrade — 142 ETFs, June data, MDD links
🛢️ 60 days of peace expired: Brent above $90, fuel up
📈 Global yields at 2008 levels the debt story will not go away
🛒 Stocks on the move: Mr Price, Shoprite, Clicks, Woolworths

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📊 Pick n Pay’s 20 weeks update: the core is going backwards
🩹 The one genuinely good number
🧮 The Boxer stub: R14bn market cap
🛒 Why Shoprite wins; absorbing inflation, Sixty60
⚖️ Section 189A: 22,000 employees
📉 Turnaround base rates from around the world
🎯 Simon’s call, and three things that would change his mind

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📊 US earnings season running hot
💊 Clicks on sub-15 P/E and cheapest in a decade
👕 Mr Price at 12.2 times earnings, 5.3% DY
🛒 The counter-intuitive SA consumer story
🇩🇪 NKD, Mr Price only needs the deal to be “not a disaster”
⚔️ Dis-Chem, Checkers Sixty60, SPAR all coming for Clicks
🛢️ Saudi Aramco: 18 months to refill global oil inventories

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📉 Alphabet’s biggest-ever profit — and why the stock fell
💸 Free cash flow negative at Google for the first time
🏦 Vodacom cuts its payout ratio — quality JSE dividends
🏢 Growthpoint, Nedbank, Coronation and the 8% portfolio
📊 Income ETFs: what the bond trackers offer
🚗 Ten years of missed Tesla self-driving deadlines

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🎲 Prediction markets (Polymarket, Kalshi): finding an edge
🇧🇷 The Brazil election “two-horse arbitrage”
📈 Betting SA’s 2026 inflation print with a Bayesian model
🛢️ Oil back above $90 as the Iran conflict escalates
🎬 Netflix results: the market hated them
📊 Stocks on the move

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🚀 SpaceX one month on, and why the lock-up unwind means more pain
⚖️ Apple sues OpenAI — hardware and IPO fallout
🤖 Purple Group* buys Telescope AI to power EasyEquities
🛢️ Oil back in the 80s as Hormuz tensions simmer
💎 As De Beers shuts its last SA mine and how the delisting got Simon into trouble

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🚀 Defence as a replacement play — and why Lockheed Martin (LMT) is the pick
🇪🇺 Europe vs US: faster growth (Rheinmetall, BAE, Leonardo) but who’s already run
💾 SK Hynix heads for a $28bn Nasdaq listing — plus the memory trade outlook
📈 Bending Spoons after its above-range IPO
🤖 Equity Coverage AI Q2: 26 names, 22 buys, one sell

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