Simon Brown unpacks Moody’s US debt downgrade and what it really signals, dives into South Africa’s Budget 3.0 expectations, and breaks down the latest inflation data. He also covers key market movers: Sasol’s Capital Markets Day, Renegen’s buyout offer, and fresh results from WeBuyCars and Famous Brands. Plus, the Rand rallies, gold holds firm, and all eyes on the Oval Office for tonight’s Ramaphosa–Trump meeting.
Has Trump Shown us how Tariffs Resolve?
Simon Brown unpacks global tariff shifts, Trump’s jab at Big Pharma, and standout local earnings — from Lewis’ blockbuster update to AngloGold Ashanti’s cash flow surge. Plus, insights on Boxer’s results, housing stocks Calgro M3 and Balwin, and upcoming market events.
We can all be Buffett, Kinda | Sell in May & Go Away?
Simon looks at major market movements in oil and gold. Buffett stepping down as CEO, his legacy and how we can invest just like him. Palantir earnings, the upcoming FOMC announcement and the Sell in May & Go Away nonsense.
Alphabet is way Cheap | Nasty US economic data
This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events
Rare Earth Minerals. Not so rare, but worth a look?
Simon Brown focuses on gold, is this finally the pull-back? Rare earths with an ETF for ease of investing, IMF forecasts, Trump threatens Powell and that unforgettable moment in oil history when it went negative.
Gold $4,500 by yearend, is it even possible?
Simon Brown dives into the explosive potential of gold hitting $4,500, what that means for local gold miners, and why the resource sector is stealing the show. He also breaks down the growing recession worries in the US, wild market uncertainty, and how Purple Group is finally showing signs of life. Plus, insights on the Rand.
Trade Wars | Recession | What about your Portfolio?
Simon Brown discusses the implications of the recently passed budget, global economic concerns, and the impact of trade wars and tariffs. He emphasises the importance of strategic investment in uncertain times and analyses various sectors for potential opportunities and risks.
Shyft Global Now Offering JSE Shares
Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.
Two US Stocks Looking Good | Commodities Quietly Having a Good Year
Simon looks at two US stocks on his radar; Amazon & Johnson & Johnson. Commodities quietly moving higher, will we get a budget locally and what of the Trump tariffs?
Education Stock Highlights | Rhodium & Copper on the Move
This week Simon Brown looks at the three education socks after results (Stadio, ADvTech & Curro). He also looks at the Rhodium and Copper charts as both are moving higher, BYD battery advantage and the massive Remgro discount.










