Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Xi, Trump and the Thucydides Trap
“Can China and the United States overcome the so-called Thucydides Trap and create a new paradigm of major-country relations?”
That question is not neutral. It is not diplomatic small talk. It is a frame. And once you understand the frame, the entire relationship, and everything that comes out of Beijing this week looks very different.
How to protect your portfolio during a prolonged inflation shock
South Africa entered 2026 in its best inflation position in 21 years. Inflation had fallen to 3% – right on the Reserve Bank’s new target. More rate cuts were on the table. Consumer confidence was cautiously recovering. After years of grinding cost-of-living pressure, there were genuine reasons for optimism. Then the Iran war started. And the numbers started moving in the wrong direction.
What isa trend and how to recognise it?
Markets don’t move in straight lines forever, but when a strong trend develops, it can feel incredibly obvious in hindsight. The problem is that most traders only recognise the trend after the biggest move has already happened.
Understanding Risk — Why It Matters to Your Portfolio, and How to Manage It
As an investor, risk is unavoidable. Every decision you make — what to buy, how much to invest, when to sell — exposes you to the possibility of loss. And that loss can be real. Stocks can drop 30% overnight. Bonds can default. Entire markets can collapse. If you’re not prepared, one bad bet can wipe out years of gains. That’s why understanding and managing risk is the single most important skill you can develop as an investor.
Trump’s race to secure critical minerals like Copper sets up a huge profit-opportunity!
President Trump is at it again… This time he’s threatening critical minerals, like copper imports into the USA with a 50% tariff. What he hopes to achieve with this is a mystery to me. Copper is a vital metal for US industry in general. But then again, maybe it’s all bluff and bluster. Either way, copper prices soared. Of course, Trump’s main goal is to protect US producers and secure supply of the critical mineral.
Investment Edu: How To Develop your trading Edge
Trading and investing often get sold as the fast lane to luxury – flashy cars, beach houses, passive income. And sure, for some, that dream becomes reality. But for most? It ends in blown accounts, frustration, and the belief that “the market is rigged.”
Here’s the truth: it’s not the market that’s the problem – it’s the lack of an edge.
What to watch out for when it comes to tokenisation
Now, I recently spoke about tokenisation to “democratise” finance by letting companies sell stock in the form of a digital asset (token) to the public. And now, Robinhood Markets, a big retail brokerage trying to make this a reality.
JSE All Share set to rise to 107,000; and new inflation target coming soon…
Can you believe it? The JSE All Share Index is on track for its biggest first-half advance – up +14% – since 2006. In dollar terms, it’s up 21%, outperforming both the Emerging Markets and the S&P 500. And there could be more gains to come.
War and the Stock Market: Who Really Wins?
There’s a well-known saying that in war, there are no winners. And while that holds true for the devastation it brings – lost lives, ruined homes, broken infrastructure – the financial world often tells a different story. In times of conflict, some people don’t just survive. They thrive. Defense companies, resource suppliers, and investors who own the right kind of stocks often see their portfolios rise when the world falls into chaos.
An AI play with BIG upside! And… Are you ready for Tokenisation?
Artificial intelligence (AI) has an insatiable appetite for memory bandwidth. That is the capacity to move large amounts of data quickly between memory chips and the processor. The problem is older memory chips struggle to keep pace with the ever-increasing demands of complex AI models, which require massive amounts of data to be processed simultaneously. To solve this, memory chipmakers created an innovative and powerful solution that can handle extensive data processing…All while using less energy.
No World War…Stocks to soar, Meta’s race for AI dominance and a megatrend you CAN’T ignore!
It’s been a confusing few weeks. As I write this, Iran and the US/Israel have agreed a ceasefire. The hostilities have calmed down.
The reality is nobody wants a war. So, this ceasefire is a win for civilians, the markets and the global economy. And now, stocks will begin to rally again.
Building a Financial Plan – a Roadmap to Retire
At some point, we’ve all imagined that dream retirement – sailing through the Bahamas, sipping cocktails at noon, waking up without an alarm. Retiring early. Living freely. On your own terms. But for most, that dream fades as life gets in the way. Expenses pile up. Habits form. Long-term goals slip through the cracks. And while we’re often told, “Money can’t buy happiness,” the truth is that money can solve a lot of real-life problems – housing, food, transport, security… and most importantly, the ability to retire.
Critical Minerals, Stablecoins, and Nuclear Energy Are Reshaping the Future — Are You Positioned to Profit?
Let’s cut through the noise. Right now, three major forces (critical minerals, stablecoins and nuclear energy) are quietly reshaping the global economy — and if you’re paying attention, there’s real potential to get ahead of the next wave of opportunity.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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