Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
R3 trillion… gone…in one month! Here’s what JSE investors need to know…
March 2026 is a month South African investors will not forget in a hurry. In just 31 days, the JSE shed more than R3.4 trillion in market value. That’s the worst monthly destruction of wealth on our stock exchange since the 2008 global financial crisis.
To put that number in context: at the start of February, South Africa’s listed equities had reached a record high of R26.6 trillion.
Investing through chaos: What Epictetus would tell you about today’s market
Nobody knows what happens next. Not the investing analysts on financial TV. Not the hedge fund managers running billions. Not the central bankers, geopolitical strategists, or generals.
Cognitive Errors: The Invisible Forces Steering Your Investment Decisions
Today, we unpack three big “Cognitive Errors”, Anchoring, Confirmation Bias, and Hindsight Bias, what they are, how they creep into your decisions, and the simple habits you can use to avoid them.
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.
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.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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