US inflation is largely unchanged over the last nine months. Pick n Pay worries for REITs, poor Absa results and Quantum Foods, there really is no story.

Shoprite results saw them with more cash then the Pick n Pay market cap. But is Shoprite cheap at current levels? Bitcoin and Gold and all-time highs and the debt cost squeeze on corporate South Africa.

Nikkei 225 hitting all-time highs, Warren Buffett’s annual letter, City Lodge results, MultiChoice’s Canal+ offer, Bitcoin trends, and Pick n Pay updates.

US inflation stumbled pushing back expectations for the first rate cut and spooking markets. Gold weaker, Pick n Pay chart, WeBuycars coming to market with a R7.5billion valuation and MultiChoice trading at the Canal+ price.

MultiChoice has rejected the R105 offer from Canal+. But Simon thinks Canal+ has already won and he details why. He also looks at results from Meta and Disney.

Breaking news on Canal+ offer for MultiChoice, Simon’s stock picks for this year’s Crystal Challenge. From luxury brands to gold as insurance. Also discussion on Hyprop’s positive festive trading, Transaction Capital’s plans for WeBuyCars, and the bankruptcy of Evergrande

Is China’s Global Dominance Fading? Simon Brown dissects market movers like Richemont and Clicks, reflecting on China’s economic shifts, population trends, and recent crackdowns.

Simon Brown covers the Hang Seng Index’s grim outlook, Grindrod’s positive performance in Maputo port, the 16-year high in uranium prices and the approval of 11 Bitcoin ETFs by the SEC. Simon questions the significance of elections for markets, citing historical examples where market reactions were short-lived. He emphasises the importance of a long-term investment approach amid political volatility.

Predictions 2024; March Ashton, Keith McLachlan & Simon Brown. First we mark our previous years predictions and then we add 5 new ones for 2024.