This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events

Simon Brown focuses on gold, is this finally the pull-back? Rare earths with an ETF for ease of investing, IMF forecasts, Trump threatens Powell and that unforgettable moment in oil history when it went negative.

Simon Brown dives into the explosive potential of gold hitting $4,500, what that means for local gold miners, and why the resource sector is stealing the show. He also breaks down the growing recession worries in the US, wild market uncertainty, and how Purple Group is finally showing signs of life. Plus, insights on the Rand.

Simon Brown discusses the implications of the recently passed budget, global economic concerns, and the impact of trade wars and tariffs. He emphasises the importance of strategic investment in uncertain times and analyses various sectors for potential opportunities and risks.

Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.

Simon looks at two US stocks on his radar; Amazon & Johnson & Johnson. Commodities quietly moving higher, will we get a budget locally and what of the Trump tariffs?

This week Simon Brown looks at the three education socks after results (Stadio, ADvTech & Curro). He also looks at the Rhodium and Copper charts as both are moving higher, BYD battery advantage and the massive Remgro discount.

Simon Brown unpacks the latest market moves: gold breaking $3,000, the JSE Top 40 hitting record highs, and the Rand’s surprising resilience. He also dives into Standard Bank’s new AI participation note, Renergen’s long-awaited helium production, and key global risks shaping the market. Plus, a look ahead to the Fed and SA’s MPC meetings.

The Atlanta Fed GDP has US Q1 GDP growth at -2.4%. Is Europe now the preferred investment destination? Simon looks at two potential ETFs (local and offhshore). Results from Homechoice International, budget take 2 and where’s the two pot money going?

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.