Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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.
Investing Strategies: Value investing and the power of mispricing
Some investing strategies are timeless – and this one has quietly created fortunes for the world’s greatest investors. Benjamin Graham invented it. Buffett and Munger perfected it. Sir John Templeton executed it brilliantly.
What type of trader are you?
There are thousands of trading strategies out there, many completely different from one another, many surprisingly similar, and almost all capable of producing strong results in the right hands. The catch? It’s rarely the strategy that fails. More often, it’s the trader.
The K-shaped economy — here’s why it affects your money
You’ve probably seen the headlines: the global economy is “recovering”, markets are climbing, and confidence is returning. But if you speak to ordinary households or small-business owners, you hear a very different story — pressure, rising costs, and a recovery that somehow never seems to reach them. This isn’t a contradiction. It’s a sign of the world we’re now living in: an economy that no longer rises and falls together, but instead splits into two very different paths – the K-shaped economy.
Myth vs Reality: Three Trading Assumptions That Hold Traders Back
Most traders enter the market with confidence, optimism, and a few ideas they picked up online. The problem is that many of those ideas are not just wrong but they actively work against you. With a massive uptick in self-proclaimed trading guru’s, there is a rise of “fake news” and myths about trading being shared online.
The scramble for copper is ON – And this small cap might be the most overlooked player in the game…
The world’s largest miner, BHP, has now tried twice to take over Anglo American – and both times, the motivation was the same… Not diamonds, not PGMs, not coal. Copper. The metal that sits behind everything from EVs and renewable energy to AI data centres and upgraded power grids.
Is all this AI spending actually worth it?
Every few months, Big Tech steps onto the earnings stage and drops another eye-watering number on the table. Tens of billions of dollars earmarked for AI data centres, chips, servers, and everything in between. And each time, the market winces a little. You can almost hear investors whispering: “This better pay off…”
Is the rand’s rally stalling? R16.70 is sending a signal you shouldn’t ignore
The rand has been one of the big surprise winners of 2025.
It’s up double digits, outperforming almost every emerging-market peer and giving South Africans a rare break from currency pain. But before you reshuffle your portfolio or move cash offshore, let’s dig into what’s actually powering this rally — and whether it still has momentum.
JSE After Dark: Could SA’s market start trading around the clock?
Imagine checking a company announcement at 10 PM and being able to trade immediately, instead of waiting for the next morning. The JSE is exploring exactly that – extending trading hours beyond the usual 9-to-5.
Cell C is finally coming to market!
For years, Cell C has been the company everyone had an opinion about. Most of them not very flattering. A turnaround tale that always seemed just one plot twist away from going off-script. And yet… here we are. Cell C is finally coming to market! For the first time in a long time, the narrative feels different.Cell C is finally coming to market! Let me tell you why.
The Hindenburg Omen just flashed RED!
Every now and then, the market whispers before it screams. Last week, one of those whispers just turned into a siren. It’s called the Hindenburg Omen – an obscure but unnervingly accurate technical indicator that tends to appear before major market dislocations. It’s named, of course, after the ill-fated German airship that went up in flames in 1937.
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.
