Below you'll find a list of all posts that have been categorized as “WorldWide Markets”
π² Prediction markets (Polymarket, Kalshi): finding an edge
π§π· The Brazil election “two-horse arbitrage”
π Betting SA’s 2026 inflation print with a Bayesian model
π’οΈ Oil back above $90 as the Iran conflict escalates
π¬ Netflix results: the market hated them
π Stocks on the move
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π SpaceX one month on, and why the lock-up unwind means more pain
βοΈ Apple sues OpenAI β hardware and IPO fallout
π€ Purple Group* buys Telescope AI to power EasyEquities
π’οΈ Oil back in the 80s as Hormuz tensions simmer
π As De Beers shuts its last SA mine and how the delisting got Simon into trouble
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π Defence as a replacement play β and why Lockheed Martin (LMT) is the pick
πͺπΊ Europe vs US: faster growth (Rheinmetall, BAE, Leonardo) but who’s already run
πΎ SK Hynix heads for a $28bn Nasdaq listing β plus the memory trade outlook
π Bending Spoons after its above-range IPO
π€ Equity Coverage AI Q2: 26 names, 22 buys, one sell
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π» Microsoft β forward PE cheap but capex is eating FCF
βοΈ Afrimat β a quality cyclical near 10-year lows
β½ Petrol & Brent β a big fuel cut as oil drops into the low 70s
π₯ Bending Spoons β buying legacy tech brands
π Naspers β trading at a discount to Tencent
π Tencent β Chinese tech “deeply hated”
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π MercadoLibre down 40% β Amazon + PayPal of Latin America
π SpaceX’s rocky listing (still above IPO price)
ποΈ Alan Greenspan dies at 100
ποΈ First FOMC with Powell no longer chair
π’οΈ Why Brent oil won’t stay high
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π The big-tech IPO that popped 50%
π’οΈ Peace in our time: oil collapsing
π΅ Rand back at 16.23, gold holding 4,300
π¦ SA inflation at 4.5%
πΊπΈ FOMC; no change expected
π Stocks on the move (Clicks, MTN, Discovery, Mondi & more)
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
β½ World Cup stocks
π Adidas & Nike
π° Betting plays; Sun International & Super Group
π Three mega IPOs; SpaceX, Anthropic and OpenAI
πΈ The $160bn cash crunch, Alphabet raising $85bn
βοΈ PGMs look bleak β every platinum miner on the downside list
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π US personal savings rate at 2.6%
π’οΈ The Iran deal collapses again
π¦ SARB hikes prime to 10.5%
π Naspers & Prosus fly
π SPAR’s horror update
π The year-to-date scoreboard
π Stocks on the move
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π The Dow Jones turns 130
π SpaceX IPO on 12 June at $1.75 trillion
πΏπ¦ Moody’s lifts South Africa’s outlook
ποΈ Balwin delisting at below NAV
πΊ Canal+ listing next Wednesday
βοΈ Pope Leo XIV writes a letter on AI
π’οΈ Oil settling around $90β$95
π Stocks on the move
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
π Global bond yields spike
π Pick n Pay sells R4.7bn of Boxer
π Floods could hit 10β12% of the citrus crop
π» Cerebras IPO,150x sales, 86% of rev from one customer
π€ Anthropic now bigger than OpenAI
π Results: Calgro M3, WeBuyCars, Astral
π Global Investment Returns Yearbook 2026
π Stocks on the move
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
