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.
Crypto Week – Stay Away or Stay Ahead?
The rise of crypto over the last decade has been nothing short of wild. Just to put it in perspective: in June 2015, Bitcoin closed at $263. Fast forward ten years to June 2025, and it was sitting at $107,000. That’s a 40,000% increase, and the momentum isn’t slowing down. If anything, it’s speeding up.
Trump’s race to secure critical minerals like Copper sets up a huge profit-opportunity!
Stocks aren’t the only asset class that’s recently hit new all-time highs… As I write this, Bitcoin is trading at over $122,000! This all-time high coincides with what has been dubbed Crypto Week. (starting 14 July).
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.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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