AJM Tax hosted a post budget panel reviewing the high and low lights of finance minister Enoch Godongwana first budget speech .
What’s down with Purple Group?
Purple Group, owners of EasyEquities, has fallen by some 30% in the last month. Simon digs into the numbers to see if there is value.
Is Facebook (Meta Platforms) ex-growth?
Recent Meta Platforms (Facebook) results saw the stock lose 25% in one day. Digging into the results Simon thinks they may be ex-growth.
ARK Big Ideas 2022
The CPI basket is changing, trading updates are starting to arrive and the ARK Big Ideas 2022 report is out and well worth a read.
Podcast: Markets are spooked
A rough start to the year for global markets and now the Fed confirms rate increases and the end of asset buying from March.
Podcast: Changes are coming
Inflation remains high, oil hits seven-year highs and rates are increasing as the German 10-year goes positive. Changes are happening.
Podcast: Predictions 2022
For the last ten years the first JSE Direct of the year os a predictions show with Marc Ashton, Keith McLachlan & Simon Brown.
Podcast: When Merkel saved Greece
Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive.
Podcast: Evergrande, nobody cared
On 20th September 2021 Evergrande missed interest payments which sent global stock markets falling. But three months later nobody cares.
Podcast: Where’s Ever Given?
After clogging up the Suez Canal for six days back in March 2021 and halting much of the worlds shipping trade, what happened to Ever Given?