Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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.
The other commodity casualty of the Middle East crisis
When missiles fly in the Middle East, most people think about oil. But there’s another commodity getting caught in the crossfire… One that quietly underpins modern civilisation, and which just had one of its biggest price weeks in years.
The Iran war’s market shock: Four portfolio moves investors should make now
The shift from a “shadow war” to open conflict in early March 2026 has quickly altered the global economic outlook for the year.
What began on February 28 with targeted U.S. and Israeli strikes on Iranian security and nuclear infrastructure has escalated into a broader regional confrontation. For investors, the geopolitical risk premium has moved from an abstract concept to a key driver of market performance.
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.
What to do about inflation?
For over a month or so, I ‘ve warned that inflation is not under control… And that’s despite the consensus in the financial media…And despite what central banks say or do – aka lowering interest rates. In fact, the recent US inflation data confirmed my suspicions.
Why is the “smart money” selling?
Billionaire CEOs have been aggressively selling their own shares. So far in 2024… Amazon’s Jeff Bezos share sales total more than $13 billion… Nvidia’s CEO Jensen Huang has raked in a $713 million windfall… Palantir’s CEO Alex Karp’s sold over $177 million worth of the company’s shares… And it’s not only CEOs!
90% of investment returns are driven by asset allocation… Or are they?
Many investment houses often tell clients “Asset allocation is responsible for 90% of investment returns.” So, is it true or is it a myth? I’ve worked through a number of scientific studies – and I believe that I can answer this question for you.
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
Watch! Pan Af strikes gold in Australia
Pan Af, Pan African Resources (JSE: PAN) has been one of the best performing JSE-stocks so far in 2024 – up over 100%. It’s also been a stellar performer in the Red Hot Penny Shares portfolio. Of course, there’s a perfectly reasonable explanation for the company’s rally.
The Cornerstone Growth Strategy: James O’Shaughnessy’s Timeless Formula for Beating the Market
While he may not be a household name like Warren Buffett, O’Shaughnessy’s impact on the world of investing is profound. In his groundbreaking book *What Works on Wall Street*, O’Shaughnessy reveals the results of his extensive research into the most successful investment strategies. He didn’t just speculate about what works — he tested hundreds of financial ratios and historical performance data to determine the absolute best strategies for growth and value investors.
Crypto Arbitrage – The new risk-free way to multiply your trading profits!
in a recent interview with Guy Algeo from Finova, he told me, thanks to our foreign exchange regulations, there is a way for South Africans to virtually guarantee their profits using crypto arbitrage. When I heard this, I begged him to tell me more…
He said it’s possible to make 1% or more per day on your money and it’s pretty much guaranteed!
Companies in the news: Altron, Redefine, Sappi, Northam, Sibanye, Anglogold Ashanti, Jubilee, Murray & Roberts, Truworths, Pan Af, Firstrand, Grindrod, Goldfields
Many investment houses often tell clients “Asset allocation is responsible for 90% of investment returns.” So, is it true or is it a myth? I’ve worked through a number of scientific studies – and I believe that I can answer this question for you.
These two charts could confirm where we should be investing in 2025
I’ve been investing for more than a decade ad over that time, I’ve been blessed with opportunities to build many connections in the investment field. And not just here in SA. But all over the world. Through these connections, I’m fortunate enough to receive tons of valuable investment insight every day. This includes detailed company and market reports, investment ideas, economic data and market charts…you name it.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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