This week Simon covers; the Trump Tariffs and Crypto Reserve have arrived, now what? Oil is collapsing, results are pouring in and some are better then others while local GDP is poor, very poor and vehicle sales surprise again.

This week, Simon Brown dives into donations tax—how it works, key exemptions, and common misconceptions. He also breaks down the latest on Sasol’s results (spoiler: not exciting), the massive Just Eat Takeaway.com deal by Prosus, and why PGMs are still struggling. Plus, a closer look at the Rand’s big battle at 18.30 and insights from an Ashburton Investments event. Powered by Standard Bank Global Markets and Shyft.

Anglo American raids the Anglo Platinum cash balance ahead of the demerger adding risk to the company. Jack Ma and Xi Jinping appear on stage together for the first time in four years, US$ weakness and new highs all over.

China tech has been running, opportunity? Has Sasol finally given a reversal signal after the recent sell off? Top40 at all-time highs while the Rand is stable, thoughts on Telkom and Shoprite.

Managing Trump volatility, gold at all-time highs as central bankers and retail investors pile in. The Sasol, Boxer and Pick n Pay updates, MPC rate cut, two-pot comes in modest and local vehicle sales looking decent.

Simon details the five stocks he picked for the 2025 Cristal Challenge with detailed reasons why. Two large cap bankers, a mid cap and two speculative small caps make up his list.

Simon Brown explores major market trends, from TSMC’s AI-driven success to gold’s steady rise and Brent oil’s troubling implications. He also covers the Sasol bounce, Grindrod Mozambique troubles and the Trump meme coins.

For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead and their view on the Top40 and Rand, but not before scoring the previous years efforts.

In the final show of the year Simon looks back at the many winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025? He covers; indices, equities, rates, inflation, commodities and currencies.

Boxer listing, how to play it? Bitcoin retracing, US$ strength, two-pot money starting to show up and Anglo sells more Anglo Platinum. MPC response, coffee and an offer for the Super Group SG Fleet listing in Australia.