Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
What does Sulphuric acid have to do with the price of silver and the SA economy?
Sulphuric acid doesn’t generally make headlines. It doesn’t trend on social media. It’s not the kind of thing that comes up at the dinner table. But it’s critical to the modern economy: copper mining, fertiliser production, nickel extraction, oil refining, and more.
Offshore Trading: When a Strong Rand Expands Your Playing Field
A strong rand can feel like walking into your favourite shop on the exact day everything is on sale. Not forever. Not guaranteed. Just… a window where foreign assets can be “cheaper” in rand terms. With the recent strength in the rand, it makes sense to discuss the opportunities that offshore markets bring to the table.
What can we learn from FirstRand’s expensive UK lesson?
There’s a lesson that South African companies keep having to relearn the hard way: European regulators play by different rules. And they play for keeps. FirstRand – one of South Africa’s finest financial institutions, and a company that has spent years carefully building a presence in the UK consumer finance market – has just been handed a bill so large that it has decided to walk away entirely.
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.
Three Reasons Platinum could be on the rise!
Platinum is up 7% since I wrote about why platinum prices have performed poorly over the past five years. In the article which you can read here, I revealed a catalyst that could contribute to its price reversal and it appears this could be one of the three contributing reasons to platinum’s recent rise.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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