The US consumer has no savings left, should we worry?

Simon BrownLatest, WorldWide Markets

πŸ“‰ US personal savings rate at 2.6%
πŸ›’οΈ The Iran deal collapses again
🏦 SARB hikes prime to 10.5%
πŸš€ Naspers & Prosus fly
πŸ›’ SPAR’s horror update
🌏 The year-to-date scoreboard
πŸ“Š Stocks on the move

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The SpaceX IPO Valuation Reality Check | The Pope on AI

Simon BrownLatest, WorldWide Markets

πŸ“Š The Dow Jones turns 130
πŸš€ SpaceX IPO on 12 June at $1.75 trillion
πŸ‡ΏπŸ‡¦ Moody’s lifts South Africa’s outlook
🏘️ Balwin delisting at below NAV
πŸ“Ί Canal+ listing next Wednesday
✝️ Pope Leo XIV writes a letter on AI
πŸ›’οΈ Oil settling around $90–$95
πŸ“ˆ Stocks on the move

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Bond Yields Are Screaming | Why Isn’t Anyone Calling It a Crisis?

Simon BrownLatest, WorldWide Markets

πŸ“ˆ Global bond yields spike
πŸ›’ Pick n Pay sells R4.7bn of Boxer
🍊 Floods could hit 10–12% of the citrus crop
πŸ’» Cerebras IPO,150x sales, 86% of rev from one customer
πŸ€– Anthropic now bigger than OpenAI
πŸ“‹ Results: Calgro M3, WeBuyCars, Astral
🌍 Global Investment Returns Yearbook 2026
πŸš€ Stocks on the move

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Hyperscaler Results, Berkshire’s Cash Pile and Fuel Pain

Simon BrownLatest, WorldWide Markets

πŸ”Œ Copper is the quiet AI trade
☁️ Hyperscaler $1.46tn RPOs
πŸ’° Berkshire Hathaway: $380bn cash drag
πŸ€– AI to write institutional-grade research
πŸ’Ύ Samsung, SK Hynix, Micron
β›½ Fuel price hike: consumers under pressure
πŸ›’οΈ UAE withdraws from OPEC

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Tim Cook Out, Tariff Refunds In, Markets Back At Highs

Simon BrownLatest, WorldWide Markets

🍎 Tim Cook steps down
πŸ’Έ $166B tariff refund chaos
πŸ“ˆ US markets at all-time highs
πŸ›°οΈ Amazon buys Globalstar for $11.57B
🎬 Netflix results
πŸ›οΈ Fed Chair nomination battle
πŸ‡ΏπŸ‡¦ SA CPI, fuel price outlook & rand watch

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SA Retail Stocks: Where the Value Is Right Now

Simon BrownLatest, WorldWide Markets

🌍 Iran peace talks
πŸ›’ Food retailers: Shoprite, Boxer, Pick n Pay, Spar
πŸ‘• Clothing retailers: Pepkor, TFG, Mr. Price, Lewis
πŸ“Š Valuations by: forward PEs, P/B, DY, analyst targets
🏦 Shyft Web Trader: offshore CFD and equity trading now live

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Six Space Stocks Reviewed, Which Ones Are Worth It?

Simon BrownLatest, WorldWide Markets

β›½ Oil, gold and the rand
πŸ“‰ JSE Top 40’s worst month since 2008
πŸ›°οΈ Six space stocks reviewed
🌐 Procure Space ETF (UFO)
β›½ SA petrol price shock
πŸ”’ CrowdStrike* CEO sells $13m

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Tariffs are Back with no Ceiling and Gold at $4,000

Simon BrownLatest, WorldWide Markets

πŸ›οΈ Section 301 tariffs, what SA’s trade investigation means and why there’s no ceiling
βš”οΈ Iran war update, Trump’s five-day pause and the fog of diplomacy
πŸ›’οΈ Goldman Sachs revises Brent forecast to $85, and what happens if war drags on
πŸ₯‡ Gold’s Monday selloff, FOMO unwind, Turkey selling reserves, leveraged exits
πŸ‡ΏπŸ‡¦ JSE flat, Rand at R17.02, MPC rate decision Thursday
πŸš€ Rocket Lab (RKLB), investing in space without SpaceX baggage
⛏️ Franco Nevada (FNV), gold streaming as a low-risk mining play

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