Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Why is Gold falling while the Middle East is on fire?
It’s one of the most confusing things happening in markets right now. There’s a war raging in the Middle East. Oil prices are surging. Inflation fears are climbing. Global markets are rattled. And gold – the asset people have run to in every crisis for thousands of years – is falling?
The silicon chokepoint: why the 2026 AI chip shortage is different — and how to invest in it
If you’ve been following markets lately, you’ll know that AI chips have become some of the most valuable assets in the global economy. But as we move through March 2026, the conversation is changing. It’s no longer just about who can build the smartest AI. It’s about who can actually get the hardware to run it. And that requires something like silicon!
A silent shock is building in global fertilizer supply!
Over the past weeks, I’ve spoken about the Strait of Hormuz and how the war is threatening oil and aluminium supply. But there’s another, less obvious story unfolding – one that could ripple through global food prices, farming economics, and agricultural stocks. That is a significant share of the world’s key fertilizer ingredients flows through this chokepoint: roughly 44% of global sulphur, 31% of urea, 18% of ammonia, and 15% of phosphates.
Why you should look beyond SA’s latest GDP numbers to find the recovery!
I like to think of myself as a realist – although some may say my outlook veers towards pessimism. Either way, I bring this up, because of the recent “negative” reactions to SA’s latest GDP numbers…
Companies in the news: MTN, Vodacom, Telkom, Harmony Gold, Gold Fields, Omnia Holdings, Life Healthcare, Woolworths, Raubex, Foshini Group, Emira, Brait, Stor-Age, Premier
Companies in the news : MTN, Vodacom, Telkom, Harmony Gold, Gold Fields, Omnia Holdings, Life Healthcare, Woolworths, Raubex, Foshini Group, Emira, Brait, Stor-Age, Premier
The Graham-Dodd system – The ultimate secret to pick value stocks with double or triple profit potential
In 1934, Benjamin Graham and David Dodd – two of the most famous investment analysts uncovered a basic investment truth which I want to share with you today. It was a defining concept because those investors who understood it, are some of the world’s greatest investors and fund managers today. The Graham-Dodd system explained
Why I expect uranium to surge in 2025!
The uranium price may be down this year, but my long-term bullish outlook on uranium hasn’t changed… In fact, I’m more bullish now than ever! After all, the number of countries and companies looking to adopt nuclear power continues to soar. And that ultimately means one thing…
Companies in the news: Netcare, Life Healthcare, Spar, Pepkor, Growthpoint, Vukile, Hyprop, Octodec, Delta, Firstrand, Tsogo Sun, Stefanutti, Transaction, Tharisa, Argent, Purple, Oceana, Frontier, Zeda, Hosken, Nampak, AECI, Supergroup, Pick n Pay, Anglo American, MAS
Companies in the news: Netcare, Life Healthcare, Spar, Pepkor, Growthpoint, Vukile, Hyprop, Octodec, Delta, Firstrand, Tsogo Sun, Stefanutti, Transaction, Tharisa, Argent, Purple, Oceana, Frontier, Zeda, Hosken, Nampak, AECI, Supergroup, Pick n Pay, Anglo American, MAS
Trump, China and a critical metal to profit from in 2025!
Donald Trump’s US election win has not only been great for stocks, but the dollar too. But a surge in the dollar has weakened critical metal prices, thanks to the negative correlation between the dollar and commodity prices plus Trump’s tariff threats on China – a country that dominates commodity markets. So, does that mean you should ignore commodities in 2025?
Companies in the news: Momentum, Old Mutual, Coronation, Ninety One, Lewis, Mr Price, Spar, Astral, Reinet, Webuycars, Reunert, PPC, Telkom, Southern Sun, Sirius, Boxer, Multichoice, Sanlam, Advtech, Tiger Brands
Companies in the news: Momentum, Old Mutual, Coronation, Ninety One, Lewis, Mr Price, Spar, Astral, Reinet, Webuycars, Reunert, PPC, Telkom, Southern Sun, Sirius, Boxer, Multichoice, Sanlam, Advtech, Tiger Brands
FAQ – Is Crypto Arbitrage legit? And, how does it work exactly?
It’s been nearly 16 years since Bitcoin went live… And through all its trials and tribulations, the largest crypto is now accepted as an alternative and viable asset class. If you’re a South African Investor member, you may have already profited from some of our cryptocurrency trade ideas. But one of the most exciting crypto trades available to us south Africans right now is Crypto Arbitrage.
How to use your offshore allowance to profit before the end of 2024
Many countries employ regulations that govern offshore financial transactions. South Africa is no different. As a South African, two of the most important concepts to understand are your Single Discretionary Allowance(SDA) and Foreign Investment Allowance (FIA). These allowances affect how much money you can invest overseas, as well as how you can invest it. Failure to adhere to these regulations could cost you a lot of money in fines.
My JSE small cap watchlist for 2025!
What a year it’s been for small caps! The JSE All Share is up a decent +11%, but the real performer has to be the small cap index up an incredible 25.1% this year.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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