Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Brazil’s election could move a JSE stock you already own!
In just a few days, Brazil will choose between two very different political directions in their 2026 election. On 4 October, 156 million-plus eligible voters were expected to shape the country’s future. The first-round result delivered a surprise: Flávio Bolsonaro won 47.03% of valid votes, narrowly ahead of incumbent President Luiz Inácio Lula da Silva on 45.16%.
Neither won outright. Now they face each other in a runoff on 25 October.
After Santam, could this be the next JSE buyout target for Sanlam?
Last week, one of South Africa’s most important financial stories of the year landed on SENS. Sanlam (JSE: SLM), through its subsidiary Sanlam Life, made a formal offer to acquire all remaining Santam (JSE: SNT) shares it doesn’t already own.
The Rand just hit its weakest level since July – Here’s why and what to do about it
Last week, the rand slipped past R16.60 to the dollar – its weakest level since July.
If you’ve been following South African financial news, you might be tempted to reach for the usual explanations. Political uncertainty. Load-shedding. The current account deficit. The structural weaknesses that South Africa carries like a weight around its neck.
Trading Gurus: Who Should You Actually Listen To?
The internet these days is packed with self-proclaimed gurus and influencers promising to show you the secret to beating the market. But when everyone seems to have the answer, how do you know who is actually worth listening to? This week, we tackle three questions: what a trading guru really is, whether you should pay for a course or mentor, and when paying for investment research can make sense.
Omnia becomes an acquisition target – Here’s why the timing makes perfect sense…
Early Friday morning, a SENS announcement landed that took me by surprise.
Omnia Holdings (JSE: OMN), South Africa’s largest integrated chemicals group, issued a cautionary notice to shareholders. The company is in advanced discussions regarding a potential offer for all its issued ordinary shares.
The share price responded immediately jumping more than 10%.
How to compare two Structured Products to determine which one is the better investment?
I recently received an excellent review of two Structured Products done by Finova Capital. They understand the complex details and compare the solutions to determine which is better for you. Two products in focus this month were the Discovery Capital 200+ (closing 10 September) and the Momentum Digital Structured Note (closing 18 September). They may look like close cousins. They aren’t.
The Most Dangerous Words in Investing: “This Time Is Different”
Markets have a funny way of making old investing mistakes feel completely new. A new technology arrives, prices surge, investors pile in and suddenly the usual rules no longer seem to apply.
AI’s next big money-maker may not be AI at all… It could be renting out the computing power everyone desperately needs
Something unusual is happening in the AI race. The world’s biggest technology companies are spending staggering amounts building AI data centres packed with the most advanced computing hardware on the planet.
It’s NOT the petrol price you should be worried about… It’s diesel!
From Wednesday 2 September 2026, something took effect that will work its way through the South African economy for months. The wholesale price of the premium grade of diesel rose over 11% – pushing the inland wholesale price back above R30 a litre in Gauteng for the first time since May.
Signals from the Market: Putting It All Together
Over the past four weeks, we’ve explored the three pillars of market analysis: technical, fundamental and sentiment. Fundamental analysis tells us what is happening inside the business. Technical analysis tells us what is happening to the price. Sentiment tells us what investors think and feel about both. On their own, each provides useful information. But when the three start telling the same story, things get interesting.
Why do so few JSE small caps pay dividends…
A Red Hot Penny Shares subscriber wrote in last week with a question I’ve been wanting to address for a while. They noticed something that’s been quietly frustrating income-focused investors for the past few years. Where have all the small cap dividend payers gone?
The debasement trade is back! Here’s what it means for investors….
If someone was slowly, quietly shrinking the value of every rand note in your wallet – not stealing it, just making each note worth a little less every single year – what would you do with your money? You’d move it out of cash. You’d put it into something they can’t shrink. Something with a fixed supply. Something that governments can’t print more of on a Tuesday afternoon when the budget looks bad. That instinct has a name in financial markets. It’s called the debasement trade. And in 2026, it has become one of the most important and most misunderstood investment themes on the planet.
Signals from Sentiment Analysis
We’ve already explored technical analysis, which helps us understand the market’s medium-term direction, and fundamental analysis, which helps us estimate a company’s long-term value. Now we come to the final, and perhaps most fascinating, pillar of investing: sentiment.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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