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.

We’re seeing continued delistings from the JSE, can we spot them in advance and profit? The Shoprite and Woolies updates, only one winner. Gold and Top40 at highs while Brent oil sinks and Powell says a September rate cut.

In the opening of parliament the President said he wants South Africa to become a construction site. We’ve heard this before, but what stocks are set to benefit? The Mr Price update, Crowdstrike crash and Sasol/Kumba sing from the same sheet on Transnet.

Reduced load shedding, two-pot payouts, rates and inflation lower. Does all this add up to a +3% GDP locally in 2025? Delisting, are there opportunities, Pick n pay rights issue now trading and rate decisions.

Insider Exchange, a new weekly video and audio podcast with Jimmy Moyaha, Nicolette Mashile and Simon Brown. This week the GNU, banks, load shedding and more.

Thursday is 100 days of no load shedding, who are the big winners? A look at Tesla as production slips again, but not the end of the world. mr Price holds it’s dividend and FOMC rate cut only in November?

Trading index futures on Safex; ALSI and ALMI. MultiChoice mis-priced and waiting on the GNU cabinet, we check in on our preferred stocks to see how they’re doing.