Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Stocks to Watch #2: This chipmaker, Marvell supplies the tools for almost every Mega Trend!
Right now, we’re standing at the crossroads of AI, Nuclear Energy, Robotics, Connectivity, and Critical Minerals – the mega trends that will define the next 20 years of global growth. That’s why I’ve been highlighting some of the key enablers over the last few weeks. The under-the-radar stocks quietly positioned for explosive growth as these trends go mainstream. This week, we turn our focus to chipmaker, Marvell fuelling the digital revolution.
The Art of Share Trading
Trading shares is both an art and a science. It requires timing, discipline, and a clear understanding of what drives prices. On the Johannesburg Stock Exchange (JSE), where local blue chips meet global giants, success comes from being able to read the market and act with purpose. The JSE offers South African investors access to both domestic growth and international exposure, making it one of the most dynamic and opportunity-rich markets in the world.
ISA – The next potential JSE small cap buyout?
Every now and then, a quiet company suddenly finds itself in the spotlight – and JSE small cap, ISA Holdings (JSE: ISA) is having one of those moments. The cybersecurity specialist, which most retail investors probably haven’t thought about in years, dropped a surprise cautionary announcement that turned heads…
Small Caps, Big Opportunities: Three JSE stocks to watch in 2025!
The JSE Small Cap Index recently hit a new all-time high, signalling renewed investor interest and momentum in smaller, high-growth companies. If you’re looking for opportunity, 2025 could be the year to focus on nimble, innovative small caps that have the potential to deliver outsized returns. From fintech innovators to tech-driven service providers and financial turnaround stories, some of SA’s most exciting growth opportunities are right under the radar. Below, I highlight three JSE small caps poised to make a big impact in 2025 – companies with strong fundamentals, proven growth strategies, and leadership aligned with shareholder success.
The stock market Top 10 are running the show – but for how long?
If you’ve felt like the US stock market has been carried on the shoulders of just a few giant companies, you’re not wrong. It’s kind of like watching a relay race where only a handful of runners are sprinting, while the rest are jogging in place. And the question many investors are asking is: how long can this go on?
Google just dodged the breakup of the century – Here’s what it means for Big Tech!
Last week, Alphabet (GOOGL) scored a landmark courtroom victory that will be remembered as one of the defining antitrust rulings of the decade. For months, Wall Street had been bracing for the worst: a forced breakup of Google’s empire. The US Justice Department painted the company as the “monopolist of monopolists”, arguing that its default search contracts, Chrome browser dominance, and Android stranglehold made it impossible for rivals to compete.
Why Company Results Really Move Markets
It’s a busy time for the JSE and an exciting time for local investors. It’s earnings season. All publicly listed companies release their most recent company results and investors pay close attention during these periods. These updates are crucial to making long term decisions about their portfolios. Money is being moved, portfolios rebalanced, billions of shares are bought and sold, and prices start swinging. There are opportunities in the market every day, for both short term traders and long term investors. But digesting all the information is overwhelming, and frankly – it’s easy to get lost in the numbers. Luckily, knowing what to look out for, and what it means can help you position yourself just a bit better.
The Key to Spotting Trading Opportunities
All traders dream of catching the next big move. The entry that feels perfectly timed, the kind of trade that plays out just the way you pictured it. But luck doesn’t get you there. A structured trading process does. Spotting opportunities isn’t about guessing which stock is going to bounce next. It’s about knowing what to look for, where to look, and how to act when the market gives you a signal.
Gold is making record-breaking highs – is it something to worry about?
Gold just smashed through $3,500 an ounce, its highest level ever. That kind of move always grabs attention, but the real question is why traders and investors are piling into the metal. Usually, gold shines when interest rates are low because it isn’t competing with high yields on bonds. It’s also a classic “risk-off” hedge when stock markets turn down. But this latest surge may be telling us something different.
Who’s Buying Up SA’s Small Caps — and Why You Might Want to Pay Attention
Mahube Infrastructure and Curro are completely different businesses. One is focussed on renewable energy investments, and the other is one of SA’s largest private school operators. Yet they share something in common… It’s not that they’re small caps listed on the JSE. Rather, it’s the recent news of potential buyout offers, which sent their share prices surging 34% and 50%, respectively.
Is Nvidia still a BUY after recent earnings?
It’s no exaggeration to say Nvidia has become an engine of global growth. The company now accounts for 3.6% of global GDP growth, a larger footprint than the entire stock markets of the UK, France, or Germany. That kind of dominance means every earnings report isn’t just about one company – it’s a pulse check on the entire AI industry, and by extension, the broader market. The latest results once again showed breathtaking growth, but also a few warning signs.
This AI Boom Isn’t Just Hype — It’s a $400 Billion Supercycle You Can Invest In
Every market boom has its poster children — the flashy, overhyped, overvalued companies that define the mania on the way up, only to crash under the weight of their own expectations. Think Pets.com in the Dot-Com era or meme stocks during the pandemic. So, the natural question is: Is the same thing happening with AI today?
If you own JSE small cap, Wesizwe READ THIS!
Wesizwe Platinum (JSE: WEZ) platinum mine has been years in the making – but the story has lurched from one setback to another. Investors have been promised a world-class platinum operation, yet delivery has been slow, messy, and financially draining. And to make matters worse, its share price is currently suspended from trading on the JSE – but as I’ll explain that soon could be reversed.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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