Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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.
Nvidia’s results confirmed a much bigger story for AI
Nvidia quarterly results were exceptional. Revenue for the first quarter of fiscal year 2027 surged 85% year-on-year to $81.6 billion, comfortably ahead of market expectations. Adjusted earnings per share also beat forecasts, while Data Centre revenue, the core engine of the AI boom, climbed 92% to $75.2 billion.
The $67 billion power grab signals the next BIG opportunity in AI investing
A new record was created on Wall Street last week. Not by a technology company, chipmaker or an AI startup. Instead, it came from the power industry.
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.
Is Nvidia still a BUY after recent earnings?
It’s no exaggeration to say Nvidia has become an engine of global growth. The company now accounts for 3.6% of global GDP growth, a larger footprint than the entire stock markets of the UK, France, or Germany. That kind of dominance means every earnings report isn’t just about one company – it’s a pulse check on the entire AI industry, and by extension, the broader market. The latest results once again showed breathtaking growth, but also a few warning signs.
This AI Boom Isn’t Just Hype — It’s a $400 Billion Supercycle You Can Invest In
Every market boom has its poster children — the flashy, overhyped, overvalued companies that define the mania on the way up, only to crash under the weight of their own expectations. Think Pets.com in the Dot-Com era or meme stocks during the pandemic. So, the natural question is: Is the same thing happening with AI today?
If you own JSE small cap, Wesizwe READ THIS!
Wesizwe Platinum (JSE: WEZ) platinum mine has been years in the making – but the story has lurched from one setback to another. Investors have been promised a world-class platinum operation, yet delivery has been slow, messy, and financially draining. And to make matters worse, its share price is currently suspended from trading on the JSE – but as I’ll explain that soon could be reversed.
Economic Indicators – Inflation, CPI, PPI, What you need to know!
Inflation. It’s the word you can’t escape. Groceries cost more, fuel prices keep creeping up, and suddenly the rent hike email lands in your inbox. That’s inflation in action – the steady rise of prices over time, quietly eating away at your buying power.
To track it, economists and investors use a few key indicators. The two main ones are CPI, which looks at what you pay for everyday stuff, and PPI, which shows what businesses pay to make that stuff. Together, they’re the scoreboard for price pressures. And when these numbers move, central banks, markets, and investors take notice.
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.
How New US ‘Tech Tolls’ Could Reshape Global Trade — And the Robotics Boom You Can Profit From Next
In a first-of-its-kind move, the Trump administration struck a tech deal with Nvidia and AMD: keep selling “China-legal” AI chips into the mainland, but hand over 15% of that revenue to the US government. This is not a tariff – it’s tolls for access.
Jubilee Metals chrome and PGM sale: Bold pivot or bargain for the buyer?
In early June, Jubilee Metals received an unsolicited, conditional offer to acquire its SA chrome and PGM operations. At first glance, the logic behind accepting seemed straightforward: management wants to pivot away from SA’s volatile PGM and chrome markets, with all their operating headaches, and instead double down on copper in Zambia. Copper is hot, with long-term fundamentals tied to electrification and grid investment, after all.
Retirement in South Africa – The Clock is Ticking
Picture this. You’ve worked hard your whole life, you’re ready to finally slow down, travel a bit and spend more time with the grandkids… but the numbers in your bank account don’t agree with your plans. That’s the reality waiting for most South Africans. Around 90% of the population won’t be able to retire comfortably. Incomes are stretched, living costs are climbing, and we’re living longer than ever before. The gap between what’s in the bank and what’s needed keeps growing. Without enough saved, retirement can mean leaning on your children, selling the home you love, or skipping medical treatment because you simply can’t afford it. This problem is here now, it’s getting bigger, and is not disappearing without acting!
Interest Rate Moves: Hikes, Cuts, Holds – and What They Mean for Your Money
Interest rate changes might sound like central bank speak, but they have a real impact on your investments, your home loan, and even the purchasing power of your money. Whether rates are going up, down, or staying put, markets move – and smart investors pay attention.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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