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.

The SARB needs to cut rates aggressively after the 2.8% October inflation number. Rand under pressure as US$ strengthens, gold bounces as it finds support, but does the bounce hold and Bitcoin is just flying, next stop $100k.

Latest market trends, including the crypto rally, weakening gold prices, and the impact of a strong U.S. dollar on the South African Rand. Insights on local telco stocks Vodacom and MTN, highlights the strong performance of construction firm Raubex, and discusses mixed signals from the consumer sector.

Simon Brown on the latest market moves following Trump’s presidential victory, Nvidia’s addition to the Dow and the implications for AI investments. Expected rate cuts from the Fed and Bank of England, a deep dive into commodities like palladium and gold.

Simon Brown covers the local inflation numbers hitting 3.5-year lows at 3.8% – but will this be enough to secure the rate cut everyone’s hoping for? The US dollar’s remarkable surge. Plus, Simon demonstrates a real-world application of AI by analysing Famous Brands’ latest results, revealing insights about their performance across different segments and regions.

Stronger-than-expected retail sales. Two-Pot System has already released R20billion. Tito Mboweni and his impact on South Africa’s financial sector and labor reforms. Johnson & Johnson and its consistent dividends, Bytes Technology Group as a potential opportunity, and Quilter’s strong Q3 results. Sasol’s weak performance and the volatility of oil prices and the rand.

Excellent Capitec results show the stock not so expensive, should it be a core holding? Calgro & Balwin contrasting updates, Purple and Nvidia breaking higher, WBO wild chart and the Afrimat update.

REITS are booming and the best ETFs on the JSE in 2024, can it continue? Good local PMI and vehicle data fro September, Rand wobbles and China still flying.