Massive results from Thungela Resources with an R60 dividend. But is it still a buy at current levels? We dig into the risks and potential rewards.
Embrace the risk
Investing is all about risk, without it we’re just saving and not creating wealth. So embrace the risk, but do it knowing what you’re doing.
There’s only one thing we control – the price we pay
As an investor or trader there is only one thing we control in the market: The price we pay. We need to make sure we’re always using that one power.
Pick ‘n Pay catching Shoprite, can they overtake?
After two decades as the lagger, Pick ‘n Pay is finally catching up to Shoprite. But can it get ahead and become the dominant food retailer? Catching is one thing, overtaking another entirely.
The bear market, how much more to go?
We’re half a year into the bear market and the S&P500 is down some 20%. How much longer and lower will it go? We dig into the data.
Dividends, love them but careful
Who doesn’t love dividends. free money in a sense. But watch the details, it is more than just payouts and dividend yields. Know the details.
Commodities rolling over
Commodities across the board are heading weaker as fears around the strength of the global economy continue to worry investors. Also, supply chains moving from ‘just in time’ to ‘just in case’, what does this mean for businesses?
Celebrating 500 episodes
Our 500th episode. Huge thanks to everybody for listening over the years. Also results from; Naspers, Prosus, leisure, Grindrod strong update and JSE update surprises.
Crypto in trouble with high rates, QT and inflation
With rates and inflation both rising and central banks now turning to QT. Does this spell trouble ahead for the crypto market?
It’s all about the bears, and inflation
US inflation is rampant, rates are well behind the curve so what does the Fed do? And crypto, failing a real test or liquidity.