Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
When stock markets break: South Korea’s market warning every investor should have seen
Recently, South Korea’s stock market did something that almost never happens. The KOSPI (South Korea’s equivalent of the S&P 500) plunged nearly 13% in a single session, triggering an emergency circuit breaker for the second consecutive day. At its lowest point during that session, the index had fallen 44% from the all-time high it had set just one month earlier.
Billions of dollars erased. In a month. From a market that had been one of the hottest on earth. You might be wondering why you should care about South Korean stocks. Here’s why…
“Demand Destruction” vs “Demand Deferral”: Why it matters more in small caps than anywhere else
Every JSE small-cap investor has experienced this. A company you own reports disappointing results. Revenue falls. Earnings miss expectations. The share price drops 30% in a day. Before asking whether you should sell, ask a different question: Is this demand destruction or demand deferral?
Special Economic Zone (SEZ): The quiet policy shift that could create South Africa’s next industrial boom
South Africa hasn’t just been losing factories. It’s been losing the industries that create skilled jobs, exports and long-term economic growth. For investors, that’s mattered too. A shrinking manufacturing sector has meant fewer quality industrial businesses coming to market, weaker earnings growth across large parts of the JSE and fewer opportunities to invest in companies benefiting from a growing economy.
Xi, Trump and the Thucydides Trap
“Can China and the United States overcome the so-called Thucydides Trap and create a new paradigm of major-country relations?”
That question is not neutral. It is not diplomatic small talk. It is a frame. And once you understand the frame, the entire relationship, and everything that comes out of Beijing this week looks very different.
How to protect your portfolio during a prolonged inflation shock
South Africa entered 2026 in its best inflation position in 21 years. Inflation had fallen to 3% – right on the Reserve Bank’s new target. More rate cuts were on the table. Consumer confidence was cautiously recovering. After years of grinding cost-of-living pressure, there were genuine reasons for optimism. Then the Iran war started. And the numbers started moving in the wrong direction.
What isa trend and how to recognise it?
Markets don’t move in straight lines forever, but when a strong trend develops, it can feel incredibly obvious in hindsight. The problem is that most traders only recognise the trend after the biggest move has already happened.
The silicon chokepoint: why the 2026 AI chip shortage is different — and how to invest in it
After two years of explosive gains in AI related shares, many investors now assume the biggest opportunities are already behind us. Which is understandable given how strong the returns have already been. But despite that performance, I continue to believe the broader AI cycle is still in its early stages.
What’s happening at JSE listed Clientèle?
If you’ve followed the JSE long enough, you start to recognise a pattern. A company generates decent profits. It pays reliable dividends. But the share price never really goes anywhere – because the stock is thinly traded, institutions can’t get meaningful exposure, and the market quietly forgets it exists. That’s the Clientèle story. And now, after years of trading at a stubborn discount, the company has decided to do something about it.
Three JSE Big Dividend Stocks to watch in 2026
I’m profiling three JSE dividend stocks worth watching in 2026. Companies that don’t just pay dividends but have built the kind of durable earnings machines that make growing your income possible year after year.
Free Trading Tools (Part 2): The Exact Setup I Use
Last week, we covered what traders actually need to succeed and where to find those trading tools, for free. The message was simple. You don’t need expensive software to trade well. You need the right tools, used in the right way.
After 59 Years, the UAE just walked out on OPEC. Here’s why it matters…
Recently the United Arab Emirates (UAE) did something that would have seemed almost unthinkable a year ago. After 59 years of membership – since Abu Dhabi joined the cartel in 1967 – the UAE announced it is leaving OPEC, effective May 1.
Trump has put the US energy grid on a war footing! And these 5 companies stand to benefit the most…
On April 20, President Trump did something that hasn’t been done since the Cold War era: he invoked the Defence Production Act to declare America’s energy grid a matter of national defence.
Free Trading Tools (Part 1): What You Actually Need – And Where to Find It
There’s a common belief that successful traders win because they have access to expensive institutional tools and complex systems. That’s not true. In most cases, institutions are not even watching the same things retail traders obsess over. The real edge comes from understanding what trading tools you already have and using them properly.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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