Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Skin in the Game: What director shareholding really signals on the JSE, and how to read it…
When a JSE small-cap CEO buys shares in the open market with their own money, they’re telling you something no analyst report can. Here’s how to find it, how to read it, and why it’s one of the most reliable signals available to a private investor.
El Niño: The weather event that could reshape your food bill, portfolio, and Southern Africa’s future
In 1877, the rains never came. Across huge swaths of the world – southern Africa, India, China, Brazil – crops failed. Rivers dried up. Food shortfalls spiralled into one of the deadliest catastrophes in modern history. Historians estimate that tens of millions perished as harvests collapsed on multiple continents simultaneously.
Most people today have never heard of it.
But scientists now believe the same type of event – a Super El Niño – may be forming again. And the latest data suggests this one could be historically stronger than anything since that 1877 event.
The Hidden Forces Behind Markets: Why Liquidity Matters More Than Valuation
Most people think markets move because of value. A company looks cheap, buyers rush in. A company looks expensive, sellers take profits. Simple. Except that’s not how markets actually behave day to day.
If valuation alone controlled markets, “cheap” shares would immediately bounce, “expensive” shares would immediately fall, and traders everywhere would make easy money. But we all know that’s not reality.
Sometimes a stock looks ridiculously cheap and keeps collapsing. Sometimes a stock looks wildly overpriced and keeps flying higher.
Why?
Because in the short term, markets are not driven by value. They are driven by liquidity.
OpenAI and Nvidia just launched the biggest AI bet in history!
Think about the largest projects in the world – nuclear reactors, mega dams, oil pipelines. Now multiply them. That’s the scale of what OpenAI and Nvidia just announced on Monday. The two companies signed a letter of intent for a strategic partnership to build at least 10 gigawatts of AI infrastructure – with Nvidia investing up to $100 billion as the systems roll out. To put it in perspective: This is the largest AI infrastructure project ever attempted.
Biggest win in decades for Intel – all thanks to Nvidia!
If you’ve been following Intel (INTC), you know the past few years have been painful. Layoffs. Dividend cuts. Missed targets. A CEO swap. Wall Street had nearly written the company off as yesterday’s tech giant. But on Thursday, everything changed.
The Steps to Consistent Profitability as a Trader
Every trader dreams of it. That sweet spot where you are not just making money here and there but growing your account steadily over time. Achieving consistent profitability is what separates those who dabble in the markets from those who master them. But here is the truth most people never want to admit.
Small Caps, Big Opportunities: Three JSE stocks to watch in 2025!
The JSE Small Cap Index recently hit a new all-time high, signalling renewed investor interest and momentum in smaller, high-growth companies. If you’re looking for opportunity, 2025 could be the year to focus on nimble, innovative small caps that have the potential to deliver outsized returns. From fintech innovators to tech-driven service providers and financial turnaround stories, some of SA’s most exciting growth opportunities are right under the radar. Below, I highlight three JSE small caps poised to make a big impact in 2025 – companies with strong fundamentals, proven growth strategies, and leadership aligned with shareholder success.
The stock market Top 10 are running the show – but for how long?
If you’ve felt like the US stock market has been carried on the shoulders of just a few giant companies, you’re not wrong. It’s kind of like watching a relay race where only a handful of runners are sprinting, while the rest are jogging in place. And the question many investors are asking is: how long can this go on?
Google just dodged the breakup of the century – Here’s what it means for Big Tech!
Last week, Alphabet (GOOGL) scored a landmark courtroom victory that will be remembered as one of the defining antitrust rulings of the decade. For months, Wall Street had been bracing for the worst: a forced breakup of Google’s empire. The US Justice Department painted the company as the “monopolist of monopolists”, arguing that its default search contracts, Chrome browser dominance, and Android stranglehold made it impossible for rivals to compete.
Why Company Results Really Move Markets
It’s a busy time for the JSE and an exciting time for local investors. It’s earnings season. All publicly listed companies release their most recent company results and investors pay close attention during these periods. These updates are crucial to making long term decisions about their portfolios. Money is being moved, portfolios rebalanced, billions of shares are bought and sold, and prices start swinging. There are opportunities in the market every day, for both short term traders and long term investors. But digesting all the information is overwhelming, and frankly – it’s easy to get lost in the numbers. Luckily, knowing what to look out for, and what it means can help you position yourself just a bit better.
The Key to Spotting Trading Opportunities
All traders dream of catching the next big move. The entry that feels perfectly timed, the kind of trade that plays out just the way you pictured it. But luck doesn’t get you there. A structured trading process does. Spotting opportunities isn’t about guessing which stock is going to bounce next. It’s about knowing what to look for, where to look, and how to act when the market gives you a signal.
Gold is making record-breaking highs – is it something to worry about?
Gold just smashed through $3,500 an ounce, its highest level ever. That kind of move always grabs attention, but the real question is why traders and investors are piling into the metal. Usually, gold shines when interest rates are low because it isn’t competing with high yields on bonds. It’s also a classic “risk-off” hedge when stock markets turn down. But this latest surge may be telling us something different.
Who’s Buying Up SA’s Small Caps — and Why You Might Want to Pay Attention
Mahube Infrastructure and Curro are completely different businesses. One is focussed on renewable energy investments, and the other is one of SA’s largest private school operators. Yet they share something in common… It’s not that they’re small caps listed on the JSE. Rather, it’s the recent news of potential buyout offers, which sent their share prices surging 34% and 50%, respectively.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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