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Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
It’s NOT the petrol price you should be worried about… It’s diesel!
From Wednesday 2 September 2026, something took effect that will work its way through the South African economy for months. The wholesale price of the premium grade of diesel rose over 11% – pushing the inland wholesale price back above R30 a litre in Gauteng for the first time since May.
Signals from the Market: Putting It All Together
Over the past four weeks, we’ve explored the three pillars of market analysis: technical, fundamental and sentiment. Fundamental analysis tells us what is happening inside the business. Technical analysis tells us what is happening to the price. Sentiment tells us what investors think and feel about both. On their own, each provides useful information. But when the three start telling the same story, things get interesting.
Why do so few JSE small caps pay dividends…
A Red Hot Penny Shares subscriber wrote in last week with a question I’ve been wanting to address for a while. They noticed something that’s been quietly frustrating income-focused investors for the past few years. Where have all the small cap dividend payers gone?
China’s latest AI model shakes up the market yet again!
Remember DeepSeek? The chinese model that matched OpenAI at a fraction of the cost and wiped $600 billion off Nvidia’s market cap in a single day. Well, it just happened again. At the World Artificial Intelligence Conference in Shanghai, a Beijing startup called Moonshot AI unveiled Kimi K3.
RSA Retail Bonds vs Fixed Deposits: Which one is best for you…
Walk into any conversation about safe income investing in South Africa and two names come up immediately: RSA Retail Bonds and fixed deposits. Both are widely regarded as safe. Both pay a fixed interest rate for a fixed term. Both are readily available to retail investors. Most people treat them as essentially interchangeable and pick whichever has the higher number on the day they invest.
That’s the wrong framework. Because once you look at what each product actually pays – after SARS takes its share, at different marginal tax rates, across different terms – the comparison produces results that most investors have never seen laid out clearly.
And there are specific investor profiles where the conventional choice is almost certainly costing money.
AI Agent: How to profit from the $58 Billion disruption!
You know what a chatbot does. You ask it something. It answers. You ask again. It answers again. The conversation is yours to drive and the AI is a passenger. Now, an AI agent is something entirely different.
Complexity VS Panic – Why the 2026 market will reward a different kind of thinking
In March 2020, the single best investment skill you could have had was courage. The market had collapsed. Everything was cheap. The only question was whether you could override the fear response long enough to buy. 2026 is different. The market isn’t in freefall. Most assets aren’t universally cheap. Nor are the opportunities obvious.
Why Do Companies Buy Back Shares?
Over the past two weeks, we’ve explored why companies list on the stock market and how they decide whether to reinvest profits or pay dividends. But dividends aren’t the only way companies can return value to shareholders. Increasingly, companies are choosing to buy back their own shares.
IBM just lost $68.8 billion in a single day! Here’s what it’s really telling you…
On Tuesday 14 July 2026, IBM had the worst trading day in its 115-year history!
The company’s shares fell 25.21%, and in a single session, $68.8 billion of market value evaporated.
Before markets opened the following morning, the question in every investment conversation was the same: is this a buying opportunity or a warning sign?
What the JSE’s Two-Tier Reform means for small caps
In September 2024, the Financial Sector Conduct Authority approved a two-tier reform – the JSE’s split of its Main Board into two segments – Prime and General – with simplified Listings Requirements taking full effect in early 2026.
Why liquidity is the hidden tax on every small cap return…
Every investor knows what brokerage costs. It’s on the contract note, in rand and cents, impossible to miss. What almost no retail investor calculates, and what can dwarf that brokerage fee many times over, is liquidity cost. The price you actually pay to get into a small cap, and the price you actually receive to get out of one, when very few shares change hands on any given day.
What Dividends Really Tell You
Last week, we looked at why companies list on the stock market and how investors can share in their growth. But what happens after a business becomes profitable? Does it keep investing every cent back into the business, or does it start rewarding shareholders? The answer often comes down to dividends.
AI hardware stocks: Why sky-high prices actually make sense right now
The extraordinary gains in AI hardware companies may have you wondering whether the sector has entered bubble territory. Chipmakers and equipment suppliers have risen by 500% to 1,000% since the AI boom began, prompting understandable scepticism.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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