US 10-year rates at +15 year highs are bad news for everybody not buying the bonds. Stronger US$ and weaker equities as money flows into the high yields.

Disney has issues right now, but the valuation is at decade lows and the mouse is not going away even if it needs fixing.

Richemont has retraced to support and is worth a long look? Shoprite results were simple “extraordinary” and solid Clagro M3 trading update all the while European economic data is bleak.

Results have started coming fast and furious on the JSE and they’re a mixed bag of the good, the ugly and the excellent. So this week we’re reviewing results.

Both Spur and Calgro M3 have been on my watch list and are breaking higher. Local July inflation almost back at the 4.5% target, Thungela results and more China woes.

Economic and business data out of China continues to look weak when 2023 was expected to be a strong rebound after lifting their zero-covid policy late last year. Satrix closing ETFs & MTN fintech valuation.

Aspen and Stephen Saad are making deals and looking like the Aspen of old before debt over whelmed them. Is there opportunity? Also; MTN currency woes, Prosus being smart and FOMC threaded the needle with aplomb?

Central banks speak directly but with blunt words, so how to we understand central banker speak especially around rates? And Shoprite shows why it is simple the best.

June inflation at 5.4% and back in the target range. When can we start asking about rate cuts? Pick n Pay and ArcelorMittal troubles.

The Four Horsemen of Big Tech was a phrase from the late 90s to describe Microsoft, Intel, Cisco Systems and Dell Computer. Now we have the magnificent seven. And the Nasdaq is doing a weighting shuffle.