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Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
AI Agent: How to profit from the $58 Billion disruption!
You know what a chatbot does. You ask it something. It answers. You ask again. It answers again. The conversation is yours to drive and the AI is a passenger. Now, an AI agent is something entirely different.
Complexity VS Panic – Why the 2026 market will reward a different kind of thinking
In March 2020, the single best investment skill you could have had was courage. The market had collapsed. Everything was cheap. The only question was whether you could override the fear response long enough to buy. 2026 is different. The market isn’t in freefall. Most assets aren’t universally cheap. Nor are the opportunities obvious.
Why Do Companies Buy Back Shares?
Over the past two weeks, we’ve explored why companies list on the stock market and how they decide whether to reinvest profits or pay dividends. But dividends aren’t the only way companies can return value to shareholders. Increasingly, companies are choosing to buy back their own shares.
AI-Flation: The hidden cost of the AI boom that just arrived on your doorstep
The promise of artificial intelligence has always carried an implicit economic assumption: that more computing power, applied intelligently, would drive costs down. Cheaper drug discovery. Cheaper logistics. Cheaper software development. A more productive economy with lower prices for everyone. That assumption just ran into reality. And reality, on 25 June, took the form of two back-to-back price announcements from two of the world’s most valuable companies.Giving rise to AI-flation.
Why Do Public Companies Exist?
Every day, millions of investors buy and sell shares on stock exchanges around the world. Yet few stop to ask a surprisingly simple question: why do public companies exist in the first place?
The second-round inflation effects are coming – here’s what it means for your portfolio…
South Africa’s inflation rate was 3% in February 2026. A 21-year low. The SARB was projecting rate cuts. The economy was, by any reasonable measure, in the best monetary policy position it had been in for two decades.
Digital Sovereignty: The investment theme hidden inside the trade war
What digital sovereignty means and why it matters to investors
Digital sovereignty sounds like a policy term. In practice, it’s a procurement decision made by governments, repeated at scale, across dozens of countries simultaneously.
It means…
The Hidden Forces Behind Markets: Why Volatility Suddenly Explodes
Over the last three weeks, we’ve explored some of the hidden forces that drive markets.
We started by learning that prices don’t move simply because a stock is cheap or expensive. They move because of liquidity. When there are more buyers than sellers, prices tend to rise. When there are more sellers than buyers, prices tend to fall.
We then looked at how institutional money influences markets. Large funds can spend weeks or even months building or reducing positions, creating sustained buying or selling pressure that often drives long-term trends.
Last week, we explored why gaps happen overnight. New information changes what investors are willing to pay for a share, and the opening auction process helps establish a new equilibrium price before the market opens.
But what happens when the market can’t easily agree on that new equilibrium price?
What happens when thousands of investors suddenly realise they are positioned for the wrong outcome?
That’s when volatility explodes.
The market thinks the metals bull market is over. Here’s why I’m not convinced.
The biggest mistake investors could make right now is assuming the precious metals bull market is over. Gold has fallen more than 20% from its January highs. Silver has lost over 40%. Platinum has suffered a similarly painful correction.
The biggest tech companies in the world are raising cash – Should you be worried?
When a company raises cash by issuing new shares, it’s usually treated as bad news. Dilution. Desperation. A signal that something is wrong. But what if the largest, most profitable tech companies in the world are all doing it at the same time, and the reason isn’t weakness, but the opposite?
How to stock pick in South Africa’s Two-Speed Economy
Recently, Stats SA delivered a number that made for a good headline: South Africa’s GDP grew 0.5% quarter-on-quarter in Q1 2026 – ahead of the 0.3% economists expected, and the sixth consecutive quarter of growth.
Zero-Tariff policy for South Africa!?
South Africa recently received one of the most significant trade gifts in its post-apartheid history.
China, the country’s largest trading partner by a wide margin, has implemented a zero-tariff policy covering 100% of tariff lines for South African exports. Agricultural goods, processed products, beneficiated minerals and manufactured items can now enter the world’s second-largest consumer market without paying a cent in import duties.
Why AI company, Broadcom crashed 14%…
After markets closed, Broadcom – the seventh-largest company in the world by market cap – posted what it described as “record revenue, record operating profit, and record free cash flow.” And then its stock fell 14%. That reaction says more about investor psychology in the current AI market than it does about Broadcom’s business. Understanding the gap between those two things is one of the most important skills an investor can develop right now.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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