Managing Trump volatility, gold at all-time highs as central bankers and retail investors pile in. The Sasol, Boxer and Pick n Pay updates, MPC rate cut, two-pot comes in modest and local vehicle sales looking decent.
Cristal Challenge Stock Picks for 2025
Simon details the five stocks he picked for the 2025 Cristal Challenge with detailed reasons why. Two large cap bankers, a mid cap and two speculative small caps make up his list.
TSMC winning in AI
Simon Brown explores major market trends, from TSMC’s AI-driven success to gold’s steady rise and Brent oil’s troubling implications. He also covers the Sasol bounce, Grindrod Mozambique troubles and the Trump meme coins.
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown
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.
That’s a Wrap we Look Back at an Excellent 2024
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.
Bitcoin Fails at $100k & Hello Boxer
Boxer listing, how to play it? Bitcoin retracing, US$ 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.
Local Inflation at 2.8%, is the SARB Asleep?
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.
Crypto Flying as Gold Crashes
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.
Trump wins, whats the trade? Also; AMSL, Nvidia and Crowdstrike all worth a look?
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.
Using AI to analyse Famous Brands results and Awesome Local CPI
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.