Who doesn’t love dividends. free money in a sense. But watch the details, it is more than just payouts and dividend yields. Know the details.
Commodities rolling over
Commodities across the board are heading weaker as fears around the strength of the global economy continue to worry investors. Also, supply chains moving from ‘just in time’ to ‘just in case’, what does this mean for businesses?
Celebrating 500 episodes
Our 500th episode. Huge thanks to everybody for listening over the years. Also results from; Naspers, Prosus, leisure, Grindrod strong update and JSE update surprises.
Crypto in trouble with high rates, QT and inflation
With rates and inflation both rising and central banks now turning to QT. Does this spell trouble ahead for the crypto market?
It’s all about the bears, and inflation
US inflation is rampant, rates are well behind the curve so what does the Fed do? And crypto, failing a real test or liquidity.
Are Robinhood’s troubles Purple concerns?
The Robinhood listing has been a disaster. Listing at $38 it hit $85 and is now below $10. Is this a concern for Purple shareholders?
Commodity demand destruction
Everything has a price too high at which people stop buying. Commodities are the same and this week Simon looks at the process.
Consistent little wins create wealth
Ten baggers are great, but risky to spot. Just being a little better than the index creates real wealth at much lower risk.
Balwin vs. Calgro & Shoprite vs. Pick n Pay
Comparing results from Balwin and Calgro M3 (both in home building) and Shoprite vs. Pik n Pay (both food retail).
When does the tech selloff end?
Simon Shares US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%) FOMC Sibanye-Stillwater* (JSE code: SSW) update the market hated. Kaap Agri (JSE code: KAL) results Wandile Sihlobo on agri in SA. New Satrix global healthcare ETF. Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a ...