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?
The Hidden Costs of Trading
It is well known that most financial products come with associated costs. For long term investments, there are typically management and admin fees. For hedge funds and money managers, there are performance based incentives. When it comes to trading, there are fees like swaps and spreads. All of these are direct financial expenses that you incur when taking risk on a new financial product. What is seldomly mentioned, are the non-financial costs that most traders and investors incur as well.
The Dollar Decline and What It Means for Traders
The U.S. dollar has started to lose its shine, and for traders, that spells opportunity. After dominating markets through two years of aggressive rate hikes and global uncertainty, the dollar is finally retreating. This isn’t collapse or crisis; it’s transition. A shifting dollar reshapes commodities, currencies, and equity flows, and those who understand it can turn volatility into profit.
Coca-Cola bets big on Africa – and SA investors can join the party!
There’s a new fizz in Africa’s beverage world. The Coca-Cola Company is making a bold move – handing over control of its African bottling giant, Coca-Cola Beverages Africa (CCBA), in a $3.4 billion deal that could reshape how Coke flows across the continent.
At last… the JSE gets a world-class growth story in Optasia!
It’s not every day that a new company rings the bell on the JSE – and it’s even rarer when the company in question is one that actually makes you sit up and say, “Now this… this could be something.” That’s exactly what’s happening with Optasia, the fintech gem sitting inside Ethos Capital’s (JSE: EPE) portfolio. The company recently announced its intention to list on the JSE – or as the market likes to say, it “intends to float.”
Another JSE delisting: Premier makes its move for RFG…
Every now and then, a deal comes along that makes the market sit up and take notice. Not because it’s massive or flashy – but because it tells you something about where confidence is starting to return. That’s what this latest move by Premier Group (JSE: PMR) feels like. The FMCG heavyweight – best known for household staples like Blue Ribbon bread and Lil-lets – has just announced plans to acquire RFG Holdings (JSE: RFG) in a share-for-share transaction.
Learning to Trade & Invest: Where Do You Start?
Starting out in trading can feel like stepping into a crowded room where everyone is shouting. Courses, ads, and self-proclaimed experts promise quick wins, while platforms bombard you with choices. The noise is endless. The truth? You don’t need to complicate it. With the right resources, a regulated platform, and trusted guidance, you can start building skills the smart way. Let’s tackle three questions every beginner asks: what resources should you use, which platforms are safe, and who can you actually trust?
Thiers’ Law – A 150-year-old law explaining today’s money shift
“Good money drives out bad – when people are free to choose.” That idea became known as Thiers’ Law, and it might be the most important concept for understanding what’s happening in the world of money right now.
The circular economy of AI: Billions in motion, opportunities everywhere…
The past two weeks have given us one of the more surreal spectacles in the short history of AI deals. Nvidia, AMD, OpenAI and Oracle all lined up to throw billions of dollars at each other – almost in perfect synchrony. Here’s how it works (I think)…
Trading with the Trend – How to Spot and Ride Market Moves
“The trend is your friend.” Every trader has heard it, but few actually use it to their advantage. Too often, short-term noise drags traders into fights against the bigger picture. The result? Missed moves and painful losses. The truth is simple: trends are the backbone of trading. Understand them and you tilt the odds in your favour. Ignore them and you’re swimming against the tide. Let’s break down long-term vs short-term trends, how to spot them, and how to use them for smarter entries.
Copper Supply Crunch: Mines in trouble, prices on the move means opportunity for investors!
Copper just flashed one of the strongest warning signals we’ve seen all year. The metal surged to its biggest weekly gain in three months as a string of mine disruptions deepened a global supply crunch.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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