Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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?
Day Trading: Operating at the Sharp End of the Market
Last week we explored swing trading, a trading method focused on capturing short-term price movements over several days to a few weeks. Swing trading introduced faster decision-making, tighter risk control, and a heavier reliance on technical structure. This week, we move to the most active end of the spectrum and examine day trading. This approach compresses time frames even further and demands precision, discipline, and focus.
2026’s big AI bottleneck (and profit opportunity)…Power!
Everyone thinks the AI boom is about chips. Faster chips. Bigger chips. More chips. But that’s already yesterday’s problem.
The real constraint is power (electricity) – and that quiet shift is about to reshape energy markets, revive nuclear power, and open a rare opportunity for everyday investors.
Why JSE small caps offer compelling upside in 2026
2025 was the year for large JSE stocks. The JSE All Share Index was up 36% – driven by goldies, PGMs, telecoms and tech. While the Small Cap Index managed just 14.7%. At first glance, small caps seem left behind. But that very gap – the underperformance relative to large caps – could be the setup for a significant rebound in 2026. Here’s why…
Swing Trading Explained: Capturing Market Swings Between Investing and Trading
Last week we explored positional trading as the next step beyond traditional investing styles like value, growth, income, and quality. That discussion focused on medium-term moves and structured discipline. This week we turn our attention to swing trading, a strategy that seeks to capture price movements on a shorter time frame while still relying on technical analysis and risk control.
The biggest IPO to hit the markets in 2026?
Imagine seeing shares of the company that builds rockets, runs global satellite internet and dreams about life on Mars listed on the stock market. That’s the possibility investors have been buzzing about. SpaceX, Elon Musk’s space powerhouse, could go public as early as 2026. If it happens, this would be one of the most talked-about events in markets in years – and potentially the biggest IPO ever.
From Investing to Positioning: Understanding Positional Trading
Last week we explored the four traditional styles of investing: value, growth, income, and quality. Those approaches are designed to compound capital steadily over long periods and form the backbone of long-term portfolios. This week, we move one step further along the strategy spectrum and introduce positional trading. It sits between investing and shorter-term trading, retaining structure and discipline while placing more emphasis on timing and market behaviour.
The hidden AI Boom: Why metals, not code, are the REAL gold rush!
If you think the AI revolution is all about software, GPUs, or flashy chatbots, think again. The real backbone of this trillion-dollar boom isn’t digital…it’s physical. It’s metals. And if you ignore them, you’re missing the story that could define the next decade of investing.
Scaling Into Trades: The Myth of the Perfect Entry
Every trader dreams of nailing the perfect trade, buying at the bottom, selling at the top, and walking away untouched by drawdown. It is a seductive fantasy, fuelled by hindsight charts, trading influencers, and the belief that precision equals profit. But the truth is that the perfect entry does not exist. Professionals do not chase perfection; they build into positions. The secret is not timing the turn but scaling with discipline and letting the market prove you right.
Choosing Your Style: A Deeper Look at the Four Traditional Investing Approaches
Last week we started the conversation around different investing strategies, specifically focusing on the four main ‘styles’ of investing that exist. This week we’re looking at these styles in more detail.
Meta’s billion-dollar “TPU” move could ignite a new AI arms race!
Back in June, I wrote a MoneyMorning article titled “This could soon become the hottest AI chip on the market!”. It was all about Google’s Tensor Processing Unit (TPU) – a custom-built chip designed for one thing and one thing only: running AI models at lightning speed. Here’s what I said then…
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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