Joshua Benton - Analyst, Real Wealth and Managing Editor, South African Investor

First, it was MP Materials… Then came Intel… Now, the Trump administration has set its sights on a new target, Lithium

On Tuesday evening last week, reports broke that Washington is negotiating for up to a 10% equity stake in Lithium Americas (LAC). By Wednesday, the stock had exploded – up more than 90% in a single session. This is yet another sign of the “new US playbook”: taking direct ownership in companies that produce resources and components deemed vital to national security.

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Two Investing lessons that could make you rich…

If you look at the careers of value investors like Warren Buffett, Benjamin Graham, and Peter Lynch, one thing stands out. They’ve seen markets crash. They’ve made mistakes. They’ve watched companies rise to glory and others go down in flames. But here’s the thing – they didn’t just survive. Over time, they thrived. And their success wasn’t just because they had clever stock-picking strategies. It was also because they had the right mindset. Today, I want to share two timeless investing lessons that can help you approach the markets with that same mindset – lessons that are just as relevant in 2025 as they were decades ago.

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The coming electrical infrastructure boom – And a JSE small cap set to benefit!

There’s no doubt that over the past five years, the world has undergone an unprecedented renewable energy boom. But this boom has raised a major problem that could threaten the future of power generation entirely. I’m talking about electrical infrastructure. More specifically, ageing electrical grids.

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How Diworsification could cost you your entire investment

In the 1980s, one of the greatest mutual fund managers of all time, Peter Lynch, published a number one best seller – One Up on Wall Street. This book explains the advantages that average investors have over professionals and how they can use these advantages to achieve financial success. And in particular a concept called “Diworsification”. And it’s something Peter Lynch recommends every investor should avoid when buying a stock.

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Three strategies to rebalance your portfolio and maximise the benefits of diversification

When you first set up your portfolio, you’ve already decided how much cash you give to put in. And, in what asset classes you want to invest in. But, over time, the make-up of your portfolio might change. This will require you to rebalance your portfolio.

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