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.

Rates are set to start coming down in September as “The time has come for policy to adjust”, which sectors will benefit the most? A look at Nvidia results, Nike offering value?

It’s a bull market. The Rand is below 18, gold above $2,500 and local inflation came in a point above the mid point. Coronation mean with their special dividend? Good results and stocks running. AND this is episode 600 for JSE Direct, super stoked.

After the trading update, does Sasol really offer value as many say? Good ADvTech update, CMH breaking higher (maybe), Renergen gets helium at last andUS inflation inline with expectations, hello September rate cut.

Buffet cuts his Apple stake in half and the Japanese markets collapse while Vix spikes to third highest level ever. What is going on? Nedbank and Anglogold Ashanti results.