Recent Money Morning ArticlesÂ
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Signals from the Stock Market: Learning to Read What the Market Analysis Is Telling You
Every trading day, the stock market generates an enormous amount of information. Share prices move, companies release results, investors react to news, and market sentiment shifts. Individually, these events may seem random. Together, they create signals that can help investors better understand where opportunities and risks may be emerging. We’ve previously discussed the three pillars of investment analysis: technical, fundamental, and sentiment analysis. Each approaches the market from a different angle, and each provides its own set of signals that investors can use to make more informed decisions.
China’s latest AI model shakes up the market yet again!
Remember DeepSeek? The chinese model that matched OpenAI at a fraction of the cost and wiped $600 billion off Nvidia’s market cap in a single day. Well, it just happened again. At the World Artificial Intelligence Conference in Shanghai, a Beijing startup called Moonshot AI unveiled Kimi K3.
RSA Retail Bonds vs Fixed Deposits: Which one is best for you…
Walk into any conversation about safe income investing in South Africa and two names come up immediately: RSA Retail Bonds and fixed deposits. Both are widely regarded as safe. Both pay a fixed interest rate for a fixed term. Both are readily available to retail investors. Most people treat them as essentially interchangeable and pick whichever has the higher number on the day they invest.
That’s the wrong framework. Because once you look at what each product actually pays – after SARS takes its share, at different marginal tax rates, across different terms – the comparison produces results that most investors have never seen laid out clearly.
And there are specific investor profiles where the conventional choice is almost certainly costing money.
Why liquidity is the hidden tax on every small cap return…
Every investor knows what brokerage costs. It’s on the contract note, in rand and cents, impossible to miss. What almost no retail investor calculates, and what can dwarf that brokerage fee many times over, is liquidity cost. The price you actually pay to get into a small cap, and the price you actually receive to get out of one, when very few shares change hands on any given day.
What Dividends Really Tell You
Last week, we looked at why companies list on the stock market and how investors can share in their growth. But what happens after a business becomes profitable? Does it keep investing every cent back into the business, or does it start rewarding shareholders? The answer often comes down to dividends.
AI hardware stocks: Why sky-high prices actually make sense right now
The extraordinary gains in AI hardware companies may have you wondering whether the sector has entered bubble territory. Chipmakers and equipment suppliers have risen by 500% to 1,000% since the AI boom began, prompting understandable scepticism.
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?
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
By entering your email, you will begin receiving MoneyMorning as well as occasional marketing messages. You can unsubscribe from each at any time. Our Privacy Policy.
