Hyper Capex Spending | Junior Miner Pain

Simon BrownLatest, WorldWide Markets

πŸ—οΈ Hyperscalers go full throttle
πŸ“Š AI Stocks & charts
πŸ€– Software shock & AI disruption
πŸͺ™ Bitcoin, gold & currencies
🌐 The debasement trade
πŸ–₯️ A possible opportunity: servers
βš’οΈ Junior miners: why it’s so hard

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Is the Gold Collapse Over?

Simon BrownLatest, WorldWide Markets

🟑 Has Gold Bottomed?
🧱 Commodities Ran Too Hot
🏦 Fed Drama: Enter Kevin Warsh
πŸš€ SpaceX + xAI = Trillion-Dollar IPO?
πŸš— SA Vehicle Sales: Still Strong
🀝 US–India Trade β€œPeace”… Sort Of

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Fed Pressure, Gold Power and a Stronger Rand

Simon BrownLatest, WorldWide Markets

πŸ›οΈ Why Jerome Powell Matters
πŸ“Š How the FOMC Really Works
🚧 Trump Tariff Bluster: Scary, Then… Not So Much?
πŸ”οΈ Davos: Does It Even Matter Anymore?
πŸ₯‡ Gold: The Real Winner
πŸ‡ΏπŸ‡¦ Rand Strength: Not Just Dollar Weakness
πŸ”© PGMs on Fire
πŸ›’οΈ Oil: Venezuela Isn’t the Silver Bullet

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The Best, and Worst, on the JSE in 2025

Simon BrownLatest, WorldWide Markets

πŸͺ™ Precious Metals: The Dominant Theme of 2025
πŸŽ“ Education Sector Winners
🟣 Purple Group* & EasyEquities
πŸ“‘ Telcos Roar Back (From a Very Low Base)
πŸ›’ Retail: The Year’s Big Disappointment

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It’s been a year, but markets loved it

Simon BrownLatest, WorldWide Markets

🌍 A Wild Year That Somehow Ended Beautifully
πŸ‡ΊπŸ‡Έ The Trump Factor: Tariffs Everywhere
πŸ“‰ April Market Meltdown… Followed by a Stunning Recovery
πŸ–ΌοΈ NanoBanana & Gemini
πŸ“ˆ AI Stock Bubble: Is It Popping?
πŸͺ™ Bitcoin: The Chart Looks Ugly
πŸ‡ΏπŸ‡¦ South African GDP: Some Bright Spots
🏒 Shaftesbury (UK REIT): One to Watch

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Best and worst JSE Stocks Over the Last Decade

Simon BrownLatest, WorldWide Markets

β€’ 10-year JSE performance β€” miners massively outperform expectations πŸ₯‡
β€’ Nvidia beats on earnings but raises inventory questions πŸ’»
β€’ Harmony expands into copper to diversify future earnings πŸ”§
β€’ Prosus generates positive cash flow for the first time πŸ’΅
β€’ New AI-linked structured product from Standard Bank πŸ€–

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Good Things Happening in SA | How to Spot the Bubble Popping

Simon BrownLatest, WorldWide Markets

Good things are happening in South Africa πŸ‡ΏπŸ‡¦
Bubble-watching on global markets 🎈
Fresh ETF listings from Ninety One πŸ“Š
Strong local results (Astral πŸ”, WeBuyCars πŸš— & Ninety One πŸ’Ό)
The Year-End Power Hour opens for bookings 🎀✨.

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JSE in the Cross Hairs (and Proposing Changes) | Don’t Fight the Trend

Simon BrownLatest, WorldWide Markets

πŸ€”πŸ“° Should We Scrap SENS Announcements & HEPS?
πŸŸ’πŸ“ˆ Don’t Fight the Trend
πŸ“ŠπŸ’Ό Results Round-Up (Stor-Age & Premier)
πŸ›οΈπŸšš KAP (PG Bison, UniTrans, beds, auto aftermarket)
β›οΈβœ¨ Gold Miners – Pick Your Favourite

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