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.

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.

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.

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.

Stronger-than-expected retail sales. Two-Pot System has already released R20billion. Tito Mboweni and his impact on South Africa’s financial sector and labor reforms. Johnson & Johnson and its consistent dividends, Bytes Technology Group as a potential opportunity, and Quilter’s strong Q3 results. Sasol’s weak performance and the volatility of oil prices and the rand.

Excellent Capitec results show the stock not so expensive, should it be a core holding? Calgro & Balwin contrasting updates, Purple and Nvidia breaking higher, WBO wild chart and the Afrimat update.

REITS are booming and the best ETFs on the JSE in 2024, can it continue? Good local PMI and vehicle data fro September, Rand wobbles and China still flying.

China comes with a massive stimulus, can it save commodities? Rand moves stronger, changes to the Top40 index as we hit new all-time highs and rate cuts are finally here.

An asset light business can be an excellent investment and Simon looks at why and some example. He also covers; palladium, Finbond, the Altvest IPO, rates cuts, Rand strength, Outsurance results and why he likes the short-term insurance sector.

The Anglo selling of AngloPlatinum is bad as it creates an over hang, we also look at the broader PGM sector, when does the recovery start? Leisure stock results, Anglogold Ashanti buys into Egypt, but why use script? Strong AVI results and two-pot withdrawals hits R4billion.