📊 Pick n Pay’s 20 weeks update: the core is going backwards
🩹 The one genuinely good number
🧮 The Boxer stub: R14bn market cap
🛒 Why Shoprite wins; absorbing inflation, Sixty60
⚖️ Section 189A: 22,000 employees
📉 Turnaround base rates from around the world
🎯 Simon’s call, and three things that would change his mind

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📊 US earnings season running hot
💊 Clicks on sub-15 P/E and cheapest in a decade
👕 Mr Price at 12.2 times earnings, 5.3% DY
🛒 The counter-intuitive SA consumer story
🇩🇪 NKD, Mr Price only needs the deal to be “not a disaster”
⚔️ Dis-Chem, Checkers Sixty60, SPAR all coming for Clicks
🛢️ Saudi Aramco: 18 months to refill global oil inventories

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📉 Alphabet’s biggest-ever profit — and why the stock fell
💸 Free cash flow negative at Google for the first time
🏦 Vodacom cuts its payout ratio — quality JSE dividends
🏢 Growthpoint, Nedbank, Coronation and the 8% portfolio
📊 Income ETFs: what the bond trackers offer
🚗 Ten years of missed Tesla self-driving deadlines

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🎲 Prediction markets (Polymarket, Kalshi): finding an edge
🇧🇷 The Brazil election “two-horse arbitrage”
📈 Betting SA’s 2026 inflation print with a Bayesian model
🛢️ Oil back above $90 as the Iran conflict escalates
🎬 Netflix results: the market hated them
📊 Stocks on the move

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🚀 SpaceX one month on, and why the lock-up unwind means more pain
⚖️ Apple sues OpenAI — hardware and IPO fallout
🤖 Purple Group* buys Telescope AI to power EasyEquities
🛢️ Oil back in the 80s as Hormuz tensions simmer
💎 As De Beers shuts its last SA mine and how the delisting got Simon into trouble

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🚀 Defence as a replacement play — and why Lockheed Martin (LMT) is the pick
🇪🇺 Europe vs US: faster growth (Rheinmetall, BAE, Leonardo) but who’s already run
💾 SK Hynix heads for a $28bn Nasdaq listing — plus the memory trade outlook
📈 Bending Spoons after its above-range IPO
🤖 Equity Coverage AI Q2: 26 names, 22 buys, one sell

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💻 Microsoft — forward PE cheap but capex is eating FCF
⛏️ Afrimat — a quality cyclical near 10-year lows
⛽ Petrol & Brent — a big fuel cut as oil drops into the low 70s
🥄 Bending Spoons — buying legacy tech brands
🛒 Naspers — trading at a discount to Tencent
🐉 Tencent — Chinese tech “deeply hated”

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🛒 MercadoLibre down 40% — Amazon + PayPal of Latin America
🚀 SpaceX’s rocky listing (still above IPO price)
🕊️ Alan Greenspan dies at 100
🏛️ First FOMC with Powell no longer chair
🛢️ Why Brent oil won’t stay high

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🚀 The big-tech IPO that popped 50%
🛢️ Peace in our time: oil collapsing
💵 Rand back at 16.23, gold holding 4,300
🏦 SA inflation at 4.5%
🇺🇸 FOMC; no change expected
📊 Stocks on the move (Clicks, MTN, Discovery, Mondi & more)

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⚽ World Cup stocks
👟 Adidas & Nike
🎰 Betting plays; Sun International & Super Group
🚀 Three mega IPOs; SpaceX, Anthropic and OpenAI
💸 The $160bn cash crunch, Alphabet raising $85bn
⛏️ PGMs look bleak — every platinum miner on the downside list

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