Recent Meta Platforms (Facebook) results saw the stock lose 25% in one day. Digging into the results Simon thinks they may be ex-growth.
ARK Big Ideas 2022
The CPI basket is changing, trading updates are starting to arrive and the ARK Big Ideas 2022 report is out and well worth a read.
Podcast: Markets are spooked
A rough start to the year for global markets and now the Fed confirms rate increases and the end of asset buying from March.
Podcast: Changes are coming
Inflation remains high, oil hits seven-year highs and rates are increasing as the German 10-year goes positive. Changes are happening.
Podcast: Predictions 2022
For the last ten years the first JSE Direct of the year os a predictions show with Marc Ashton, Keith McLachlan & Simon Brown.
Podcast: When Merkel saved Greece
Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive.
Podcast: Evergrande, nobody cared
On 20th September 2021 Evergrande missed interest payments which sent global stock markets falling. But three months later nobody cares.
Podcast: Where’s Ever Given?
After clogging up the Suez Canal for six days back in March 2021 and halting much of the worlds shipping trade, what happened to Ever Given?
Podcast: A great year for investors
Simon has a look back and the winners and losers from 2021 and the winners definitely took the top honours with some stellar returns.
Podcast: Buying leisure stocks
The new variant has seen leisure stocks collapsing, but Simon was buying and he shares his logic and how he was ready when it happened.