The impact of Sasol’s Secunda reprieve, the soaring performance of PGM miners, China’s economic outlook, WeBuyCars’ upcoming listing, and the debate on inflation targeting

Goldfields new Chilean mine took thirteen years, a looming commodity cliff? Tax receipts slightly better, oil and gold surging. The best and worst ETFs from Q1.

String Old Mutual results, but a bank? ADvTech operational leverage, MTN horror results, the SALTA people’s choice and the MPC remains very hawkish on rates.

Abenomics has worked but the Fed gives up on inflation sending gold higher while oil is creeping higher and threatening inflation. Results from Sun International, Remgro and Telkom sells tower business.

US inflation is largely unchanged over the last nine months. Pick n Pay worries for REITs, poor Absa results and Quantum Foods, there really is no story.

Shoprite results saw them with more cash then the Pick n Pay market cap. But is Shoprite cheap at current levels? Bitcoin and Gold and all-time highs and the debt cost squeeze on corporate South Africa.

Nikkei 225 hitting all-time highs, Warren Buffett’s annual letter, City Lodge results, MultiChoice’s Canal+ offer, Bitcoin trends, and Pick n Pay updates.

US inflation stumbled pushing back expectations for the first rate cut and spooking markets. Gold weaker, Pick n Pay chart, WeBuycars coming to market with a R7.5billion valuation and MultiChoice trading at the Canal+ price.

MultiChoice has rejected the R105 offer from Canal+. But Simon thinks Canal+ has already won and he details why. He also looks at results from Meta and Disney.