Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
The debasement trade is back! Here’s what it means for investors….
If someone was slowly, quietly shrinking the value of every rand note in your wallet – not stealing it, just making each note worth a little less every single year – what would you do with your money? You’d move it out of cash. You’d put it into something they can’t shrink. Something with a fixed supply. Something that governments can’t print more of on a Tuesday afternoon when the budget looks bad. That instinct has a name in financial markets. It’s called the debasement trade. And in 2026, it has become one of the most important and most misunderstood investment themes on the planet.
Signals from Sentiment Analysis
We’ve already explored technical analysis, which helps us understand the market’s medium-term direction, and fundamental analysis, which helps us estimate a company’s long-term value. Now we come to the final, and perhaps most fascinating, pillar of investing: sentiment.
Signals from Fundamental Analysis
While technical analysis studies what the market is doing, fundamental analysis asks a different question: why? Instead of focusing on price movements, it examines the underlying business to determine whether it is becoming stronger or weaker, and whether its current share price reflects its true value.
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.
Could Cerebras looming IPO “Out-Chip” Nvidia
Cerebras Systems. Founded in 2015 in Sunnyvale, California, Cerebras was built by a team of semiconductor veterans – several of whom held senior engineering roles at AMD, Nvidia’s biggest GPU rival. From day one, they set out to solve a problem that had been quietly frustrating the AI world for years: standard chips, no matter how powerful, are small. AI models are enormous. And making thousands of small chips talk to each other quickly enough to train or run a cutting-edge model is messy, expensive, and slow.
Their answer wasn’t to make a better version of what already existed. It was to throw out the rulebook entirely.
Morgan Stanley just flagged the real bottleneck in the AI chip race!
The AI chip boom isn’t going to be slowed down by electricity. It’s going to be slowed down by ABF substrate. The chips exist. The demand exists. The data centres are being built. But if there isn’t enough ABF substrate to package those chips, they simply don’t ship.
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.
Should you invest in the hottest IPO of 2026?
For the first time in more than 50 years, humans are travelling beyond Earth orbit – looping around the Moon and heading back home. NASA’s Artemis program has officially left Earth, with astronauts aboard Artemis II already executing a lunar flyby and setting distance records never seen since the Apollo era. Now, while the world is focused on the spectacle – the images, the milestones, the emotion – something quieter is building on the ground: A potential IPO from SpaceX that could ride this wave of excitement straight into the public markets.
Emotional Biases: When Feelings Hijack Your Financial Decisions
If you have ever looked at your portfolio and felt a knot in your stomach, or held onto a losing position because selling it would “feel like admitting defeat,” you are not alone. While numbers, charts, and research might drive the story of investing, the reactions inside your own head often decide the actual outcome. This week, we move into one of the most powerful forces shaping investor behaviour: emotional biases.
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.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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