Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Zero-Tariff policy for South Africa!?
South Africa recently received one of the most significant trade gifts in its post-apartheid history.
China, the country’s largest trading partner by a wide margin, has implemented a zero-tariff policy covering 100% of tariff lines for South African exports. Agricultural goods, processed products, beneficiated minerals and manufactured items can now enter the world’s second-largest consumer market without paying a cent in import duties.
Why AI company, Broadcom crashed 14%…
After markets closed, Broadcom – the seventh-largest company in the world by market cap – posted what it described as “record revenue, record operating profit, and record free cash flow.” And then its stock fell 14%. That reaction says more about investor psychology in the current AI market than it does about Broadcom’s business. Understanding the gap between those two things is one of the most important skills an investor can develop right now.
The Hidden Forces Behind Markets: How Institutional Money Actually Moves Markets
While retail traders make up part of the markets, the biggest moves are often driven by institutions. Pension funds, hedge funds, asset managers, insurers and investment funds control billions of dollars and can hold positions that are larger than the daily trading volume of some companies.
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.
AI’s Hidden Thirst: The Next Resource Crisis Is Already Here
When most people think about artificial intelligence, they imagine it as software floating invisibly in the cloud — clean, frictionless, and intangible. But behind every AI-generated image, voice assistant reply, or ChatGPT response lies a very real and growing infrastructure problem — one that could trigger the next global resource crunch.
What is “valuation” – and why does it matter to investors?
You’ll often hear me say a stock is overvalued or undervalued in Red Hot Penny Shares. Or I might say something like: “The valuation of this stock is R10 – but it’s trading at R5.” So, what exactly is valuation? How is it calculated? And most importantly… what should you actually do with that figure?
Don’t even think about buying this JSE-listed small cap!
Not all small caps are hidden gems. Some might deliver explosive upside. But others? They’re ticking time bombs – weighed down by weak balance sheets, shrinking demand, or fading business models. Here’s one JSE-listed small cap you might want to think twice about before buying.
What Really Moves the Market? Understanding Price Action Beneath the Surface
Most people think they understand the stock market. If more people want to buy a share, the price goes up. If more people want to sell it, the price goes down. That’s just supply and demand, right? Yes, but that’s only part of the story. The real engine room of the market is far more complex. If you’ve ever stared at a volatile price chart and wondered how that price is being set moment to moment, you’re not alone. To truly grasp what moves markets, we need to go beyond economics and dive into the mechanics of price action behind the scenes.
Why the Fed Won’t Boost Stocks – But This Just Might
The real driver of U.S. markets right now isn’t interest rates. It’s earnings. And especially, AI. Here’s what you need to know – and what to do next. You’ve probably heard: the U.S. Federal Reserve (Fed) just held interest rates steady for the seventh straight month. That’s despite the South African Reserve Bank moving in the opposite direction with another rate cut. Fed Chair Jerome Powell made it clear that rate cuts in the U.S. aren’t coming anytime soon – especially with ongoing tariff uncertainties from the White House muddying the inflation outlook.
Is South Africa’s logistics crisis finally turning a corner?
It’s no secret that SA logistics infrastructure has been a major problem for our economy. From rail to ports, the system meant to keep goods moving has become one of the biggest handbrakes on growth. Transnet has been a nightmare for so many companies. Years of mismanagement, underinvestment, and corruption have turned what should be a national asset into a national liability.
Trading Robots – big money or big risk?
Trading robots are everywhere these days. In crypto markets, in forex, in stock trading platforms. They promise speed, discipline, and round-the-clock execution. But what are they really? Are they as useful as they seem? And how do you actually use one without getting burned?
A Growing Trend in the AI Arms Race
You may not have heard of Windsurf — but back in May, this little-known AI coding startup briefly stole the spotlight. Windsurf had built an AI software engineering model called SWE-1. The startup was making serious waves, with over $80 million in annual recurring revenue, more than a million users, and even a $3 billion acquisition offer from OpenAI.
The next Industrial Profit Revolution is coming – and it’ll be led by Robots!
In buzzing warehouses and cutting-edge labs, robots once seen only in science fiction are now working side by side with humans.
Industry leaders describe this moment as a “new industrial age” powered by AI-driven robots, a transformation on par with past revolutions.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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